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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,089 managers (2,133 13F filers) reported a position in PSX shares at 2026-03-31, 313,101,917 shares in all. 320 filers opened a position and 95 filers sold out during the quarter.

Managers
2,089
13F filers
2,133
New
320
Added
691
Reduced
744
Sold out
95
Shares held by filers
313,101,917

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tranquility Partners, LLC1,866$340K0.13%013F-HRTimeline
Argentarii, LLC1,865$340K0.12%+1413F-HRTimeline
Rehmann Capital Advisory Group1,861$339K0.02%-67313F-HRTimeline
WEIK CAPITAL MANAGEMENT1,860$339K0.13%-2513F-HRTimeline
Alan B Lancz & Associates, Inc.1,857$338K0.33%-22513F-HRTimeline
WASHINGTON TRUST Co1,855$338K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,853$338K0.02%-14113F-HRTimeline
Bison Wealth, LLC1,963$337K0.03%+2913F-HRTimeline
Gaddis Premier Wealth Advisors LLC1,829$333K0.25%013F-HRTimeline
SkyOak Wealth, LLC1,828$333K0.06%-35013F-HRTimeline
Quent Capital, LLC1,827$333K0.02%-24013F-HRTimeline
HHM Wealth Advisors, LLC1,824$332K0.04%-13213F-HRTimeline
Trueblood Wealth Management, LLC1,823$332K0.13%+613F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,821$332K0.01%+2513F-HRTimeline
Traynor Capital Management, Inc.1,792$331K0.02%+5913F-HRTimeline
Wolff Financial Management LLC1,815$331K0.07%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,815$331K0.03%013F-HRTimelineGroup
Peterson Wealth Services1,807$329K0.08%+29913F-HRTimeline
JMAC ENTERPRISES LLC1,805$329K0.06%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,803$329K0.46%-26113F-HRTimeline
X-Square Capital, LLC1,801$328K0.11%-10813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,796$327K0.05%+21413F-HRTimeline
Silver Coast Investments LLC1,795$327K0.1%-19913F-HRTimeline
VIAWEALTH, LLC1,793$327K0.18%+113F-HRTimeline
GREENWOOD GEARHART LLC1,792$326K0.02%new13F-HRTimeline
Radnor Capital Management, LLC1,792$326K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC1,791$326K0.15%-13113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,790$326K0.02%-33413F-HRTimeline
True North Advisors, LLC1,785$325K0.04%-60613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,783$325K0.02%-8813F-HRTimeline
Net Worth Advisory Group1,774$323K0.07%new13F-HRTimeline
Signature Wealth Management Partners, L…1,765$322K0.16%013F-HRTimeline
Tarbox Family Office, Inc.1,763$321K0.05%-19113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,755$320K0.01%+20713F-HRTimelineGroup
Next Capital Management LLC1,738$317K0.1%013F-HRTimeline
Per Stirling Capital Management, LLC.1,731$315K0.03%+413F-HRTimeline
SteelPeak Wealth, LLC1,729$315K0.01%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,728$315K0.07%+1213F-HRTimeline
Perennial Investment Advisors, LLC1,723$314K0.03%+2413F-HRTimeline
SUMMITRY LLC1,720$313K0.01%new13F-HR/ATimeline
Keating Financial Advisory Services, In…1,719$313K0.05%-1213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,716$313K0.04%+413F-HRTimeline
Financial Advisors Network, Inc.1,714$312K0.04%-26813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC1,711$312K0.07%013F-HRTimeline
Pinion Investment Advisors, LLC1,710$312K0.07%-813F-HRTimeline
Sentry LLC1,710$312K0.1%013F-HRTimeline
Aspire Private Capital, LLC1,706$311K0.07%+5013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,705$311K0.07%+513F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…1,700$310K0.01%new13F-HRTimeline
Crestmont Private Wealth LLC1,697$309K0.1%-113F-HRTimeline
BLB&B Advisors, LLC1,691$308K0.01%-18413F-HRTimeline
SCS Capital Management LLC1,690$308K<0.01%-6,28913F-HRTimeline
Strait & Sound Wealth Management LLC1,680$306K0.12%-2513F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC1,679$306K0.22%-613F-HRTimeline
IVC Wealth Advisors LLC1,676$305K0.13%-713F-HRTimeline
Asset Advisors Investment Management, L…1,673$305K0.03%013F-HRTimeline
Great Diamond Partners, LLC1,673$305K0.06%-9113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,670$304K0.15%-1,02413F-HRTimeline
Catalina Capital Group, LLC1,669$304K0.19%-113F-HRTimeline
Delta Investment Management, LLC1,667$304K0.05%new13F-HRTimeline
Trust Co1,661$303K0.03%+1513F-HRTimeline
TCI Wealth Advisors, Inc.1,661$303K0.02%+213F-HRTimeline
Biltmore Family Office, LLC1,659$302K0.04%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,659$302K0.09%013F-HRTimeline
Warwick Investment Management, Inc.1,659$302K0.04%-87513F-HRTimeline
Commonwealth Financial Services, LLC1,656$302K0.05%+10313F-HRTimeline
Murphy Pohlad Asset Management LLC1,650$301K0.11%013F-HRTimeline
EntryPoint Capital, LLC1,649$300K0.09%new13F-HRTimeline
Catalyst Funds Management Pty Ltd1,648$300K0.05%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,640$299K0.05%-1413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,640$299K0.04%+513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,639$299K0.2%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,638$298K0.03%-94613F-HRTimeline
THREADGILL FINANCIAL, LLC1,635$298K0.09%013F-HRTimeline
Embree Financial Group1,634$298K0.04%+1113F-HRTimeline
Cherry Tree Wealth Management, LLC1,629$297K0.06%013F-HRTimeline
M1 Capital Management LLC1,626$296K0.14%new13F-HRTimeline
Sather Financial Group Inc1,625$296K0.02%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,625$296K0.1%-11813F-HRTimeline
SEVEN MILE ADVISORY1,623$296K0.21%-52913F-HRTimeline
Novak & Powell Financial Services, Inc.1,620$295K0.16%013F-HRTimeline
Measured Wealth Private Client Group, L…1,617$295K0.08%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,602$292K0.07%-7513F-HRTimeline
Family Manage LLC1,601$292K0.03%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,599$291K0.02%013F-HRTimeline
Choate Investment Advisors1,597$291K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,597$291K0.19%013F-HRTimeline
Sovereign Financial Group, Inc.1,594$290K0.05%013F-HRTimeline
71 West Capital Partners1,586$289K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,584$289K0.05%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,580$288K0.01%new13F-HR/ATimelineGroup
Continuum Advisory, LLC1,579$288K0.03%013F-HRTimeline
CRA Financial Services, LLC1,576$287K0.04%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,576$287K0.08%013F-HRTimeline
Independent Wealth Network Inc.1,576$287K0.09%-5913F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,573$287K0.12%013F-HRTimeline
Hardin Capital Partners, LLC1,571$286K0.13%013F-HRTimeline
Westside Investment Management, Inc.1,584$286K0.04%-28413F-HRTimeline
SlateStone Wealth, LLC1,570$286K0.02%-4413F-HRTimeline
Key Client Fiduciary Advisors, LLC1,569$286K0.1%-1413F-HRTimeline
TRB Wealth Management, LLC1,565$285K0.04%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,564$285K0.01%-1013F-HRTimeline
NorthCoast Asset Management LLC1,560$284K0.01%-313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,555$283K0.29%+113F-HRTimeline
Bank of New Hampshire1,552$283K0.06%-1013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,551$283K0.1%-32813F-HRTimeline
SHUFRO ROSE & CO LLC1,550$282K0.02%013F-HRTimeline
Arbor Investment Advisors, LLC1,547$282K0.04%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,545$281K0.1%new13F-HRTimelineGroup
GTS SECURITIES LLC1,540$281K0.01%-2,99213F-HRTimeline
Facet Wealth, Inc.1,536$280K<0.01%new13F-HRTimeline
Traveka Wealth, LLC1,535$280K0.11%new13F-HRTimeline
Loudon Investment Management, LLC1,527$278K0.15%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,524$278K0.18%new13F-HRTimeline
Teza Capital Management LLC1,522$277K1.02%new13F-HRTimeline
Signal Advisors Wealth, LLC1,521$277K0.02%new13F-HRTimeline
VANCE WEALTH, LLC1,520$277K0.08%new13F-HRTimeline
EWA, LLC1,519$277K0.06%new13F-HRTimeline
Schorn Wealth LLC1,516$276K0.08%new13F-HRTimeline
GeoWealth Management, LLC1,515$276K0.01%+2913F-HRTimeline
SageView Advisory Group, LLC1,514$276K0.01%-20413F-HRTimeline
Athena Wealth Management, LLC1,512$275K0.23%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,509$275K0.03%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…1,508$275K0.05%new13F-HRTimeline
Endowment Wealth Management, Inc.1,506$274K0.12%new13F-HRTimeline
Resonant Capital Advisors, LLC1,501$273K0.01%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC1,500$273K0.01%new13F-HRTimeline
Apriem Advisors1,500$273K0.03%new13F-HRTimeline
Edge Wealth Management LLC1,500$273K0.05%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,499$273K<0.01%new13F-HRTimelineGroup
Fielder Capital Group LLC1,491$272K0.06%new13F-HRTimeline
Howard Capital Management, LLC1,481$270K<0.01%-1,38513F-HRTimeline
Intellus Advisors LLC1,474$269K0.04%new13F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC1,472$268K0.03%new13F-HRTimeline
First Business Financial Services, Inc.1,471$268K0.02%new13F-HRTimeline
Cambridge Financial Group, LLC1,471$268K0.09%new13F-HRTimeline
Sound Income Strategies, LLC1,525$268K0.01%-11313F-HRTimeline
Whetstone Capital Advisors, LLC1,469$268K0.1%-29013F-HRTimeline
Blackston Financial Advisory Group, LLC1,466$267K0.17%-20913F-HRTimeline
Cromwell Holdings LLC1,464$267K0.15%013F-HRTimeline
COFG Advisors, LLC1,461$266K0.07%new13F-HRTimeline
Claro Advisors Inc.1,458$266K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC1,455$265K0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,452$265K0.06%new13F-HRTimeline
Synergy Financial Group, LTD1,449$264K0.2%new13F-HRTimeline
Richmond Investment Services, LLC1,449$264K0.04%new13F-HRTimeline
FARMERS TRUST CO1,442$263K0.04%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,441$263K0.01%new13F-HRTimeline
Purewater Capital LLC1,438$262K0.25%13F-HRTimeline
Verity Asset Management, Inc.1,436$262K0.11%new13F-HRTimeline
Jacobsen Capital Management1,428$260K0.09%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,427$260K0.04%new13F-HRTimeline
JM2 Capital Inc.1,426$260K0.22%new13F-HRTimeline
CWS Financial Advisors, LLC1,423$259K0.07%new13F-HRTimeline
Coastline Trust Co1,422$259K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hobart Private Capital, LLC1,419$259K0.05%new13F-HRTimeline
Z3 Capital Partners, LLC1,419$259K0.07%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,414$258K0.01%-313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,413$257K0.02%+71213F-HRTimelineGroup
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,407$256K0.04%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,407$256K0.05%new13F-HRTimeline
Secure Asset Management, LLC1,407$256K0.04%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,406$256K0.02%+16213F-HRTimelineGroup
Peoples Bank/KS1,405$256K0.26%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,403$256K0.03%new13F-HRTimeline
Green Ridge Wealth Planning LLC1,400$255K0.13%-54013F-HRTimeline
Paragon Private Wealth Management, LLC1,400$255K0.08%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,398$255K0.03%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,388$253K0.02%new13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,386$253K0.02%new13F-HRTimeline
Addison Advisors LLC1,384$252K0.06%+3013F-HRTimeline
Chesley Taft & Associates LLC1,383$252K0.01%new13F-HRTimeline
JB Capital LLC1,380$251K0.01%new13F-HRTimeline
L. Roy Papp & Associates, LLP1,379$251K0.03%new13F-HRTimeline
Acropolis Investment Management, LLC1,379$251K0.01%-62513F-HRTimeline
Parisi Gray Wealth Management1,371$250K0.06%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,369$249K0.07%-87813F-HRTimeline
Azimuth Capital Investment Management L…1,366$249K0.01%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,362$248K0.11%new13F-HRTimeline
EASTERN BANK1,361$248K<0.01%-313F-HRTimeline
Headlands Technologies LLC1,358$247K0.03%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,358$247K0.12%-9,00713F-HRTimelineGroup
Avion Wealth1,361$247K0.05%+54713F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$247K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,354$247K<0.01%new13F-HRTimelineGroup
10Elms LLP1,354$247K0.16%013F-HRTimeline
VICUS CAPITAL1,352$246K0.02%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,518$246K0.04%new13F-HRTimeline
InTrack Investment Management Inc1,351$246K0.14%-45213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KLCM Advisors, Inc.1,350$246K0.02%new13F-HRTimeline
Hirtle & Co., LLC1,350$246K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC1,346$245K0.01%-5,73713F-HRTimeline
Defiance ETFs, LLC1,345$245K<0.01%new13F-HRTimeline
Tuttle Capital Management, LLC1,344$245K0.4%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,340$244K0.02%new13F-HRTimeline
Heartland Bank & Trust Co1,338$244K0.06%new13F-HRTimeline
NWF Advisory Services Inc.1,330$242K0.03%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,328$242K0.01%new13F-HRTimeline
HENDLEY & CO INC1,330$242K0.09%new13F-HRTimeline
Financial Security Advisor, Inc.1,326$242K0.04%new13F-HRTimeline