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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,736 managers (1,767 13F filers) reported a position in PSX shares at 2025-06-30, 314,907,084 shares in all. 115 filers opened a position and 147 filers sold out during the quarter.

Managers
1,736
13F filers
1,767
New
115
Added
623
Reduced
691
Sold out
147
Shares held by filers
314,907,084

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SENTRY INVESTMENT MANAGEMENT LLC1,355$176K0.1%013F-HRTimeline
Cromwell Holdings LLC1,464$175K0.11%+6813F-HRTimeline
Peterson Wealth Services1,447$173K0.05%-15313F-HRTimeline
Bullock Wealth Management Group1,401$173K0.09%-11613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,436$171K0.01%-3513F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,414$169K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,411$168K0.01%013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,361$162K0.01%-12213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,358$162K0.07%-3913F-HRTimeline
Addison Advisors LLC1,354$162K0.04%013F-HRTimeline
10Elms LLP1,354$162K0.15%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$161K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,332$159K0.02%+6813F-HRTimeline
Grove Bank & Trust1,306$156K0.02%-4213F-HRTimeline
General Partner, Inc.1,303$155K0.09%013F-HRTimeline
GROUP ONE TRADING LLC1,267$151K<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,253$149K<0.01%+8013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,244$148K0.01%-14113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,245$148K0.02%+6113F-HRTimeline
MUFG Securities EMEA plc1,204$144K0.01%new13F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,171$140K0.01%+59813F-HRTimeline
SITTNER & NELSON, LLC1,150$137K0.06%-6913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,147$137K0.01%+27113F-HRTimelineGroup
AdvisorNet Financial, Inc1,132$135K0.01%-1613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,130$135K0.06%-19513F-HR/ATimelineGroup
CYBER HORNET ETFs LLC1,123$134K0.1%new13F-HRTimeline
Golden State Wealth Management, LLC1,102$131K0.02%+33013F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…1,100$131K0.01%-26,40013F-HRTimelineGroup
United Community Bankin group United Community Bank1,093$130K0.04%-83313F-HRTimelineGroup
Asset Planning,Inc1,075$128K0.1%+28513F-HRTimeline
Smithfield Trust Co1,068$128K0.01%-20413F-HRTimeline
First Horizon Advisors, Inc.1,062$127K<0.01%-2,47313F-HRTimeline
American Capital Advisory, LLC1,057$126K0.06%013F-HRTimeline
Security National Bank1,054$126K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,049$125K0.11%-2,41713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,038$124K0.05%+20013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,013$121K<0.01%+1813F-HRTimeline
Global Trust Asset Management, LLC1,005$120K0.06%013F-HRTimeline
Mechanics Financial Corp1,000$119K0.05%013F-HRTimeline
Crossingbridge Advisors, LLC1,000$119K0.1%-9,00013F-HRTimeline
LANARK FINANCIAL, INC.998$119K0.01%-56013F-HRTimeline
ORG Partners LLC958$118K0.03%-9213F-HRTimeline
McIlrath & Eck, LLC984$117K0.01%+113F-HRTimeline
MOTCO938$116K0.01%+18913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC960$115K0.06%013F-HRTimeline
Tanglewood Legacy Advisors, LLC950$113K0.05%013F-HRTimeline
CVA Family Office, LLC942$112K0.02%+8613F-HRTimeline
City State Bank942$112K0.04%013F-HRTimeline
BIRCHBROOK, INC.936$112K0.06%new13F-HRTimeline
VESTOR CAPITAL, LLC10,018$109K0.01%+8,13313F-HRTimeline
Private Wealth Asset Management, LLC912$109K0.01%+7713F-HRTimeline
Catalyst Capital Advisors LLC907$108K<0.01%+38013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC107,370$107K0.15%+106,47013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST894$107K0.01%+1213F-HRTimeline
Plato Investment Management Ltd880$105K0.01%013F-HRTimeline
Beacon Capital Management, LLC874$104K0.01%+3613F-HRTimeline
Garde Capital, Inc.872$104K0.01%+513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.860$103K<0.01%-68113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc850$101K0.04%+63713F-HRTimeline
VSM Wealth Advisory, LLC829$98.9K0.03%013F-HRTimeline
CoreCap Advisors, LLC813$97K<0.01%-26113F-HRTimeline
Avion Wealth806$96K0.02%+1313F-HR/ATimeline
TFC Financial Management, Inc.793$94.6K0.01%+613F-HRTimeline
Gleason Group, Inc.768$91.6K0.01%+813F-HRTimeline
Riverview Trust Co761$90.8K0.11%-35813F-HRTimeline
Rialto Wealth Management, LLC757$90.3K0.03%+413F-HRTimeline
Financial Management Professionals, Inc.757$90.3K0.01%-74313F-HRTimeline
Piscataqua Savings Bank756$90.2K0.08%-6013F-HRTimeline
Missouri Trust & Investment Co749$89.4K0.03%-13113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…749$89.4K0.05%-68913F-HRTimeline
HORIZON BANCORP INC /IN/750$89K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC734$87.6K0.01%013F-HRTimeline
Olistico Wealth, LLC729$87K0.05%+48013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.725$86.5K0.02%+113F-HRTimeline
TOWER TRUST & INVESTMENT Co714$85.2K0.06%+57613F-HRTimeline
Glen Eagle Advisors, LLC710$84.7K0.01%013F-HRTimeline
Clark Wealth Partners708$84.4K0.06%+813F-HRTimeline
MILLER WEALTH ADVISORS, LLC702$83.8K0.04%+513F-HRTimeline
Kentucky Trust Co700$83.5K0.05%013F-HRTimeline
Park Place Capital Corp673$82.9K0.02%-9913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$81.4K0.01%013F-HRTimeline
MASECO LLP676$80.6K<0.01%13F-HRTimeline
2UniFi Bank660$78.7K0.04%+5613F-HRTimeline
GODSEY & GIBB, INC650$77.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC636$75.9K0.01%-813F-HRTimeline
New Millennium Group LLC633$75.5K0.04%-7913F-HRTimeline
PFS Partners, LLC626$74.7K0.04%+513F-HRTimeline
Kimelman & Baird, LLC625$74.6K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp603$74.5K0.06%013F-HRTimeline
Essential Partners LLC623$74.3K0.03%13F-HRTimeline
Main Street Group, LTD616$73.5K0.02%013F-HRTimeline
True Wealth Design, LLC616$73.4K0.03%-19313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.612$73K0.05%013F-HRTimeline
Pandora Wealth, Inc.605$72.2K0.04%013F-HRTimeline
Advantage Trust Co562$67K0.03%013F-HRTimeline
Kiker Wealth Management, LLC557$66.5K0.04%new13F-HRTimeline
DUNCKER STREETT & CO INC556$66.3K0.01%013F-HRTimeline
Tower View Wealth Management LLC555$66.2K0.03%+613F-HRTimeline
Sarver Vrooman Wealth Advisors547$65.3K0.04%013F-HRTimeline
MorganRosel Wealth Management, LLC546$65.1K0.02%013F-HRTimeline
Front Row Advisors LLC535$63.8K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.533$63.6K0.06%13F-HRTimeline
Quaker Wealth Management, LLC532$63.5K0.02%new13F-HRTimeline
Wealth Preservation Advisors, LLC523$62.4K0.04%+613F-HRTimeline
DecisionPoint Financial, LLC504$62.1K0.02%+413F-HRTimeline
Key Financial Inc514$61.3K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV512$61K0.02%+11913F-HRTimeline
Painted Porch Advisors LLC503$60K0.02%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd502$59.9K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
EVERMAY WEALTH MANAGEMENT LLC500$59.6K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$59.6K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$59.6K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC496$59.2K<0.01%-3313F-HRTimeline
Hemington Wealth Management498$59K0.01%+213F-HRTimeline
Aventura Private Wealth, LLC491$58.6K0.03%-713F-HRTimeline
Millstone Evans Group, LLC481$57.4K0.04%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…480$57.3K0.02%-13013F-HRTimeline
Compagnie Lombard Odier SCmA478$57K<0.01%-44513F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$56.5K0.02%013F-HRTimeline
Manchester Capital Management LLC468$55.9K0.01%-3513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC450$55K0.05%-3513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.455$54.3K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC435$53.6K0.02%+313F-HRTimeline
Livelsberger Financial Advisory449$53.6K1.04%new13F-HRTimeline
Clearstead Trust, LLC438$52.3K0.01%+10213F-HRTimeline
WFA of San Diego, LLC438$52.3K0.04%13F-HRTimeline
Putney Financial Group LLC427$50.9K0.05%-25213F-HR/ATimeline
Financially Speaking Inc425$50.6K0.03%new13F-HRTimeline
Covestor Ltd423$50K0.03%-46113F-HRTimeline
Signature Resources Capital Management,…416$49.6K0.03%+16613F-HRTimeline
Whipplewood Advisors, LLC401$47.8K0.03%+7713F-HRTimeline
Costello Asset Management, INC400$47.7K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …397$47.4K0.01%13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC385$45.9K0.01%013F-HRTimeline
PrairieView Partners, LLC383$45K<0.01%013F-HRTimeline
Evolution Advisers, Inc.373$44K0.02%-2713F-HRTimeline
Traub Capital Management LLC362$43.2K0.04%13F-HRTimeline
Prestige Wealth Management Group LLC358$42.7K0.01%013F-HR/ATimeline
Battery Global Advisors, LLC358$42.7K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…354$42.2K0.01%+21513F-HRTimeline
Legend Financial Advisors, Inc.350$41.8K0.03%new13F-HRTimeline
Lynch Asset Management, Inc.350$41.8K0.01%new13F-HRTimeline
Team Financial Group, LLC347$41.3K0.02%new13F-HRTimeline
Operose Advisors LLC346$41.3K0.01%+25013F-HRTimeline
Dynamic Wealth Strategies, LLC330$39.4K0.03%013F-HRTimeline
Trust Co329$39.2K<0.01%+5313F-HRTimeline
Bellwether Advisors, LLC329$39.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC325$38.8K<0.01%-1013F-HRTimeline
New England Capital Financial Advisors …324$38.7K0.02%+213F-HRTimeline
Physician Wealth Advisors, Inc.323$38.6K0.01%+5313F-HRTimeline
Transce3nd, LLC321$38.3K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC317$38.1K0.01%new13F-HRTimeline
Centerpoint Advisors, LLC322$38K0.01%+2213F-HRTimeline
GW&K Investment Management, LLC319$38K<0.01%+8013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC316$37.7K0.01%-3213F-HRTimelineGroup
Copia Wealth Management311$37.1K0.03%013F-HRTimeline
Hoese & Co LLP302$36K0.03%013F-HRTimeline
Compass Financial Services Inc300$35.8K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC300$35.8K0.02%013F-HRTimeline
Boreal Capital Management LLC300$35.8K0.03%13F-HRTimeline
SRH ADVISORS, LLC299$35.7K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC288$34.4K<0.01%-25513F-HRTimeline
Longview Financial Advisors LLC286$34.1K0.02%013F-HRTimeline
Crews Bank & Trust285$34K0.01%013F-HRTimeline
First Command Advisory Services, Inc.283$33.8K<0.01%013F-HRTimeline
STEPH & CO276$32.9K0.01%013F-HRTimeline
West Branch Capital LLC275$32.8K0.01%013F-HRTimeline
Global Wealth Strategies & Associates275$32.8K0.01%013F-HRTimeline
Pacifica Partners Inc.271$32.3K0.01%013F-HRTimeline
WEBSTER BANK, N. A.270$32.2K<0.01%+10013F-HRTimeline
TSFG, LLC272$32K0.01%013F-HRTimeline
Pinpoint Asset Management (Singapore) P…266$31.7K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC260$31K0.01%013F-HRTimeline
CNB Bank257$30.7K0.01%013F-HRTimeline
Rise Advisors, LLC251$29.9K0.01%+213F-HRTimeline
ROGCO, LP250$29.8K0.01%-3313F-HRTimeline
Cornerstone National Bank & Trust Co250$29.8K0.01%013F-HRTimeline
Graney & King, LLC250$29.8K0.02%+313F-HRTimeline
Nova Wealth Management, Inc.248$29.6K0.02%-5313F-HRTimeline
AMERIFLEX GROUP, INC.246$29.6K0.02%013F-HRTimeline
Gen-Wealth Partners Inc247$29.5K0.01%013F-HRTimeline
Tacita Capital Inc245$29.2K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…240$28.7K0.02%+313F-HRTimeline
Fortitude Family Office, LLC235$28K0.01%-3113F-HRTimeline
Pacific Center for Financial Services233$27.8K0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$27.6K<0.01%-1813F-HRTimeline
Stephens Consulting, LLC230$27.4K0.01%-713F-HRTimeline
Bogart Wealth, LLC219$26.2K<0.01%-3313F-HRTimeline
Atlantic Edge Private Wealth Management…219$26.1K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…218$26K<0.01%-3,90213F-HRTimeline
Bank & Trust Co217$25.9K0.02%013F-HRTimeline
Founders Capital Management215$25.6K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC214$25.5K0.02%+8213F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC214$25.5K0.01%-8713F-HRTimeline
Cornerstone Planning Group LLC209$25.5K0.01%-5013F-HRTimeline
Bruce G. Allen Investments, LLC213$25.4K0.02%-2713F-HRTimeline
ALERUS FINANCIAL NA212$25.3K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.210$25.1K0.03%13F-HRTimeline
Stone House Investment Management, LLC209$24.9K<0.01%+5213F-HRTimeline
Morton Brown Family Wealth, LLC207$24.7K0.01%013F-HRTimeline