Skip to content
Disclosery

PSX PHILLIPS 66

Follow

Stock (common), issuer CIK 1534701

1,808 managers (1,840 13F filers) reported a position in PSX shares at 2025-09-30, 306,067,105 shares in all. 190 filers opened a position and 110 filers sold out during the quarter.

Managers
1,808
13F filers
1,840
New
190
Added
631
Reduced
642
Sold out
110
Shares held by filers
306,067,105

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Biltmore Family Office, LLC1,659$226K0.03%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,659$226K0.07%-2813F-HRTimeline
Cordgrass Capital Advisors, LLC1,659$226K0.06%new13F-HRTimeline
KINTRA WEALTH, LLC1,658$226K0.13%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.1,656$225K0.05%new13F-HRTimeline
Aspire Private Capital, LLC1,656$225K0.05%new13F-HR/ATimeline
Murphy Pohlad Asset Management LLC1,650$224K0.09%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,650$224K0.06%new13F-HRTimeline
Independent Wealth Network Inc.1,648$224K0.07%-12413F-HRTimeline
Perennial Investment Advisors, LLC1,646$224K0.02%-10513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,860$224K0.02%new13F-HRTimeline
Prosperity Consulting Group, LLC1,642$223K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,639$223K0.14%013F-HRTimeline
Traynor Capital Management, Inc.1,636$223K0.01%new13F-HRTimeline
GRIES FINANCIAL LLC1,636$223K0.04%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,630$222K0.02%-1,11713F-HRTimeline
First Business Financial Services, Inc.1,631$222K0.02%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…1,630$222K0.03%-57613F-HRTimeline
Moss Adams Wealth Advisors LLC1,630$222K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,629$222K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,626$221K0.02%+10513F-HRTimelineGroup
SJS Investment Consulting Inc.1,625$221K0.03%+1,39413F-HRTimeline
Sather Financial Group Inc1,625$221K0.01%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,624$221K0.07%new13F-HRTimeline
Willis Johnson & Associates, Inc.1,623$221K0.01%new13F-HRTimeline
CWS Financial Advisors, LLC1,623$221K0.06%new13F-HRTimeline
Tradition Wealth Management, LLC1,622$221K0.02%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,621$221K<0.01%new13F-HRTimeline
Novak & Powell Financial Services, Inc.1,620$220K0.12%new13F-HRTimeline
Crestwood Advisors Group, LLC1,613$219K<0.01%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,611$219K0.04%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,609$219K<0.01%new13F-HRTimelineGroup
Archer Investment Corp1,608$219K0.05%+213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,596$217K<0.01%-1,33613F-HR/ATimelineGroup
CULLEN INVESTMENT GROUP, LTD.1,630$217K0.03%new13F-HRTimeline
BLB&B Advisors, LLC1,593$217K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,581$215K0.02%new13F-HRTimeline
Continuum Advisory, LLC1,579$215K0.02%new13F-HRTimeline
Asset Dedication, LLC1,577$214K0.01%-54413F-HRTimeline
Bond & Devick Financial Network, Inc.1,576$214K0.06%-32613F-HRTimeline
Elm3 Financial Group, LLC1,574$214K0.18%-74113F-HRTimeline
SlateStone Wealth, LLC1,570$214K0.02%new13F-HRTimeline
Hardin Capital Partners, LLC1,571$214K0.11%new13F-HRTimeline
Oslo Pensjonsforsikring AS1,570$214K0.03%013F-HRTimeline
Bank of New Hampshire1,562$212K0.05%-11013F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,553$211K0.04%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,552$211K0.21%new13F-HRTimeline
First National Bank of Hutchinson1,550$211K0.11%new13F-HRTimeline
Jupiter Wealth Management LLC1,550$211K0.1%new13F-HRTimeline
Meridian Wealth Management, LLC1,547$210K0.01%new13F-HRTimeline
Arbor Investment Advisors, LLC1,547$210K0.03%-29413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,545$210K0.11%-42713F-HRTimeline
Keebeck Wealth Management1,537$209K0.02%new13F-HRTimeline
InTrack Investment Management Inc1,536$209K0.12%new13F-HRTimeline
Loudon Investment Management, LLC1,527$208K0.11%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,526$208K0.17%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,524$207K0.13%new13F-HRTimeline
Embree Financial Group1,522$207K0.03%new13F-HRTimeline
Apriem Advisors1,521$207K0.02%new13F-HRTimeline
RD Lewis Holdings, Inc.1,498$207K0.19%new13F-HRTimeline
Traveka Wealth, LLC1,518$207K0.09%new13F-HRTimeline
Clarius Group, LLC1,517$206K0.01%-1,07013F-HRTimeline
Schorn Wealth LLC1,516$206K0.06%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,516$206K0.02%-32313F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,513$206K<0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,512$206K0.02%new13F-HRTimeline
Peterson Wealth Services3,601$205K0.06%+2,15413F-HRTimeline
LMG Wealth Partners, LLC1,505$205K0.04%new13F-HRTimeline
CRA Financial Services, LLC1,503$204K0.03%new13F-HRTimeline
AMARILLO NATIONAL BANK1,501$204K0.04%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC1,500$204K0.01%new13F-HRTimeline
Edge Wealth Management LLC1,500$204K0.04%new13F-HRTimeline
Coastline Trust Co1,497$204K0.02%-5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.1,494$203K0.01%-5313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,528$203K0.03%new13F-HRTimeline
West Family Investments, Inc.1,486$202K0.05%new13F-HRTimeline
Endowment Wealth Management, Inc.1,483$202K0.09%new13F-HRTimeline
HENDLEY & CO INC1,480$201K0.07%-32513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,473$200K<0.01%new13F-HRTimelineGroup
SEMPER AUGUSTUS INVESTMENTS GROUP LLC1,472$200K0.02%new13F-HRTimeline
Cambridge Financial Group, LLC1,471$200K0.06%new13F-HRTimeline
Cromwell Holdings LLC1,464$199K0.11%013F-HRTimeline
Union Bancaire Privee, UBP SA1,650$197K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.730$195K0.01%-70613F-HRTimelineGroup
Sound Income Strategies, LLC1,472$193K0.01%-12313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,414$192K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,411$192K0.01%013F-HRTimelineGroup
Addison Advisors LLC1,354$184K0.04%013F-HRTimeline
10Elms LLP1,354$184K0.17%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$184K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,348$183K0.08%-1013F-HRTimeline
Bullock Wealth Management Group1,352$182K0.09%-4913F-HRTimeline
South Dakota Investment Council1,320$180K<0.01%-60013F-HRTimeline
Grove Bank & Trust1,314$179K0.02%+813F-HRTimeline
General Partner, Inc.1,303$177K0.1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,272$173K0.01%-8913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,244$169K0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,240$168K0.03%-513F-HRTimeline
Capital Advisors, Ltd. LLC1,219$166K0.02%-11313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,184$161K0.01%-83813F-HRTimeline
True Wealth Design, LLC1,177$160K0.05%+56113F-HRTimeline
AdvisorNet Financial, Inc1,175$160K0.01%+4313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,171$159K0.01%013F-HRTimeline
CYBER HORNET ETFs LLC1,162$158K0.1%+3913F-HRTimeline
SITTNER & NELSON, LLC1,150$156K0.06%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,130$154K0.06%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,129$154K0.01%+91113F-HRTimeline
Golden State Wealth Management, LLC1,106$151K0.02%+413F-HRTimeline
United Community Bankin group United Community Bank1,099$149K0.05%+613F-HRTimelineGroup
McIlrath & Eck, LLC1,084$147K0.02%+10013F-HRTimeline
Asset Planning,Inc1,079$147K0.11%+413F-HRTimeline
American Capital Advisory, LLC1,059$144K0.07%+213F-HRTimeline
Smithfield Trust Co1,068$144K0.01%013F-HRTimeline
Security National Bank1,054$143K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,038$141K0.06%013F-HRTimeline
Spurstone Advisory Services, LLC1,025$139K2%+1,00013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,013$138K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,008$137K0.02%+9613F-HRTimeline
Mechanics Financial Corp1,000$136K0.05%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …491$133K0.03%13F-HRTimelineGroup
Cloud Capital Management, LLC967$131K0.07%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC960$131K0.06%013F-HRTimeline
CVA Family Office, LLC957$130K0.02%+1513F-HRTimeline
Tanglewood Legacy Advisors, LLC950$129K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.949$129K0.01%-4913F-HRTimeline
MOTCO938$128K0.01%013F-HRTimeline
BIRCHBROOK, INC.936$127K0.07%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC970$127K0.08%-38513F-HRTimeline
City State Bank926$126K0.04%-1613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC900$122K0.09%-106,47013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST882$120K0.01%-1213F-HRTimeline
Plato Investment Management Ltd880$119K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC869$118K<0.01%-3813F-HRTimeline
Glass Jacobson Investment Advisors llc858$117K0.04%+813F-HRTimeline
CoreCap Advisors, LLC854$116K<0.01%+4113F-HRTimeline
Global Trust Asset Management, LLC848$115K0.05%-15713F-HRTimeline
VSM Wealth Advisory, LLC830$113K0.04%+113F-HRTimeline
Avion Wealth818$111K0.02%+1213F-HRTimeline
TFC Financial Management, Inc.801$109K0.01%+813F-HRTimeline
PFS Partners, LLC781$106K0.05%+15513F-HRTimeline
Glen Eagle Advisors, LLC778$106K0.01%+6813F-HRTimeline
Gleason Group, Inc.775$105K0.01%+713F-HRTimeline
Financial Management Professionals, Inc.764$104K0.01%+713F-HRTimeline
ORG Partners LLC763$104K0.02%-19513F-HRTimeline
Riverview Trust Co761$104K0.13%013F-HRTimeline
Rialto Wealth Management, LLC757$103K0.03%013F-HRTimeline
Piscataqua Savings Bank756$103K0.08%013F-HRTimeline
Missouri Trust & Investment Co749$102K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC739$101K0.01%+513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.725$98.6K0.03%013F-HRTimeline
TOWER TRUST & INVESTMENT Co714$97.1K0.07%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC707$96.1K0.04%+513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…701$95.3K0.05%-4813F-HRTimeline
Kentucky Trust Co700$95.2K0.05%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC697$94.8K0.03%-1,17713F-HRTimeline
Steigerwald, Gordon & Koch Inc.696$94.7K0.01%new13F-HRTimeline
Clark Wealth Partners720$92.9K0.06%+1213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$92.8K0.01%013F-HRTimeline
Clearstead Trust, LLC660$89.8K0.02%+22213F-HRTimeline
2UniFi Bank660$89.8K0.04%013F-HRTimeline
GODSEY & GIBB, INC650$88.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC636$86.5K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…630$85.7K0.02%+15013F-HRTimeline
Heartwood Wealth Advisors LLC629$85.6K0.01%new13F-HRTimeline
Kimelman & Baird, LLC625$85K0.01%013F-HRTimeline
New Millennium Group LLC623$84.8K0.04%-1013F-HRTimeline
Main Street Group, LTD616$83.8K0.02%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.612$83.2K0.06%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.607$82.6K<0.01%-25313F-HRTimelineGroup
Pandora Wealth, Inc.605$82.3K0.05%013F-HRTimeline
Murphy & Mullick Capital Management Corp603$82K0.06%013F-HRTimeline
Hemington Wealth Management576$78K0.01%+7813F-HRTimeline
Tower View Wealth Management LLC560$76.2K0.04%+513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV563$76K0.02%+5113F-HRTimeline
DUNCKER STREETT & CO INC556$75.6K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …548$75K<0.01%+53413F-HRTimelineGroup
Sarver Vrooman Wealth Advisors547$74.4K0.05%013F-HRTimeline
Front Row Advisors LLC535$72.8K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC534$72.6K0.04%+1113F-HRTimeline
Harbor Asset Planning, Inc.533$72.5K0.06%013F-HRTimeline
Quaker Wealth Management, LLC531$72.2K0.02%-113F-HRTimeline
Park Place Capital Corp523$71.1K0.02%-15013F-HRTimeline
Key Financial Inc514$69.2K0.01%013F-HRTimeline
Painted Porch Advisors LLC503$68.4K0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$68K<0.01%+40013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC500$68K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$68K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$68K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC497$67.6K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC491$66.8K0.02%013F-HRTimeline
JPL Wealth Management, LLC485$66K0.02%new13F-HRTimeline
Millstone Evans Group, LLC481$65.4K0.04%013F-HRTimeline
FIRST HORIZON CORP480$65.3K<0.01%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$64.5K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC465$63.3K0.02%+3013F-HRTimeline
Salomon & Ludwin, LLC471$62.6K0.01%+28213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.455$61.9K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.450$61.3K0.01%+12713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC450$61.2K0.04%013F-HRTimeline
WFA of San Diego, LLC438$59.6K0.04%013F-HRTimeline