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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,062 managers (2,108 13F filers) reported a position in PSX shares at 2026-06-30, 317,747,204 shares in all. 136 filers opened a position and 162 filers sold out during the quarter.

Managers
2,062
13F filers
2,108
New
136
Added
808
Reduced
737
Sold out
162
Shares held by filers
317,747,204

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Saiph Capital, LLC1,379$233K0.07%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,375$232K0.06%+613F-HRTimeline
Avion Wealth1,376$232K0.04%+1513F-HRTimeline
Heartland Bank & Trust Co1,371$232K0.05%+3313F-HRTimeline
JB Capital LLC1,370$232K0.01%-1013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,367$231K0.03%-83113F-HRTimeline
Ellis Investment Partners, LLC1,366$231K0.03%+18613F-HRTimeline
Azimuth Capital Investment Management L…1,366$231K0.01%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,360$230K0.09%new13F-HRTimelineGroup
Meridian Wealth Advisors, LLC1,359$230K0.03%+9013F-HRTimeline
EASTERN BANK1,356$229K<0.01%-513F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$229K0.02%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,354$229K0.01%+2613F-HRTimeline
AdvisorNet Financial, Inc1,353$229K0.01%+17213F-HRTimeline
CM WEALTH ADVISORS LLC1,353$229K0.04%new13F-HRTimeline
Parisi Gray Wealth Management1,352$229K0.05%-1913F-HRTimeline
KLCM Advisors, Inc.1,350$228K0.02%013F-HRTimeline
Hirtle & Co., LLC1,350$228K0.01%013F-HRTimeline
New Republic Capital, LLC1,349$228K0.05%+15913F-HRTimeline
Schrum Private Wealth Management LLC1,542$226K0.23%+31413F-HRTimeline
WealthShield Partners, LLC1,336$226K0.03%-1,43913F-HRTimeline
Quarry LP1,333$225K0.04%+65413F-HRTimeline
VANCE WEALTH, LLC1,332$225K0.05%-18813F-HRTimeline
Expressive Wealth LLC1,331$225K0.21%+6713F-HRTimeline
HENDLEY & CO INC1,330$225K0.08%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,331$225K0.01%new13F-HRTimelineGroup
InTrack Investment Management Inc1,322$223K0.11%-2913F-HRTimeline
Aldebaran Financial Inc.1,320$223K0.18%013F-HRTimeline
Grove Bank & Trust1,317$223K0.02%013F-HRTimeline
Cypress Wealth Services, LLC1,314$222K0.03%+4813F-HRTimeline
LeConte Wealth Management, LLC1,314$222K0.12%+21513F-HRTimeline
Fermata Advisors, LLC1,312$222K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.1,312$222K0.01%-913F-HRTimeline
Covenant Asset Management, LLC1,310$221K0.04%013F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,305$221K0.02%013F-HRTimeline
NWF Advisory Services Inc.1,305$221K0.02%-2513F-HRTimeline
Canvas Wealth Advisors, LLC1,304$221K0.03%+1313F-HRTimeline
BSW Wealth Partners1,304$220K0.02%-813F-HRTimeline
General Partner, Inc.1,303$220K0.12%013F-HRTimeline
NOVEM GROUP1,301$220K0.02%+3413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,300$220K<0.01%013F-HRTimelineGroup
BXM Wealth LLC1,300$220K0.12%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,296$219K0.01%-1,16913F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC1,289$218K0.02%+3413F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,285$217K<0.01%+1513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC1,284$217K0.07%+18413F-HRTimeline
Cornerstone Advisory, LLC1,283$217K0.02%-2113F-HRTimeline
Bay Rivers Group1,282$217K0.07%new13F-HRTimeline
CMG Global Holdings, LLC1,278$216K0.09%013F-HRTimeline
Caitlin John, LLC1,278$216K0.12%+1,26513F-HRTimeline
Paragon Capital Management Ltd1,277$216K0.04%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,270$215K<0.01%13F-HRTimelineGroup
Paragon Private Wealth Management, LLC1,270$215K0.06%-13013F-HRTimeline
TFB Advisors LLC1,267$214K0.09%new13F-HRTimeline
Arista Wealth Management, LLC1,263$214K0.02%+1113F-HRTimeline
Pointe Capital Management LLC1,261$213K0.1%+5213F-HRTimeline
Lighthouse Financial LLC1,255$212K0.11%-213F-HRTimeline
TOWNSQUARE CAPITAL LLC1,252$212K0.04%+313F-HRTimeline
SAPIENT CAPITAL LLC1,251$211K<0.01%+3713F-HR/ATimeline
SHUFRO ROSE & CO LLC1,250$211K0.01%-30013F-HRTimeline
LifeWealth Investments, LLC1,249$211K0.06%+2713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,247$211K0.14%new13F-HRTimeline
Private Wealth Asset Management, LLC1,246$211K0.02%+4813F-HRTimeline
Triumph Capital Management1,245$210K0.04%-1513F-HRTimeline
Prairie Wealth Advisors, Inc.0$210K0.05%new13F-HRTimelineAmount filed as zero, left out of ratios.
National Wealth Management Group, LLC1,244$210K0.06%-5213F-HRTimeline
Bluesphere Advisors LLC1,239$209K0.06%013F-HRTimeline
Performance Wealth Partners, LLC1,238$209K0.01%+1713F-HRTimeline
Athena Wealth Management, LLC1,235$209K0.16%-27713F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,235$209K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,234$209K0.08%-513F-HRTimeline
Capital Investment Counsel, Inc1,234$209K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,234$209K0.01%-17913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…1,234$209K0.02%-3913F-HRTimeline
Ponta Wealth Partners, LLC1,233$208K0.11%new13F-HRTimeline
CVA Family Office, LLC1,231$208K0.02%-1913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,225$207K0.02%-413F-HRTimeline
WEALTH ALLIANCE, LLC1,222$207K0.02%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,221$206K0.02%013F-HRTimeline
Capstone Financial Advisors, Inc.1,221$206K0.01%-213F-HRTimeline
Carson Advisory Inc.1,221$206K0.09%+213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,220$206K0.03%+2213F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,092$205K0.02%new13F-HRTimeline
Tempus Wealth Planning, LLC1,212$205K0.04%-2013F-HRTimeline
First Western Trust Bank1,210$205K0.01%-813F-HRTimeline
Hurlow Wealth Management Group, Inc.1,209$204K0.04%+213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,203$203K0.16%+713F-HRTimeline
BlackDiamond Wealth Management, LLC943$203K0.08%new13F-HRTimeline
DUTCH ASSET Corp1,202$203K0.1%new13F-HRTimeline
Scarborough Advisors, LLC1,132$203K0.02%+413F-HRTimeline
Capital Asset Advisory Services LLC1,202$203K0.01%new13F-HRTimeline
Global Financial Private Client, LLC1,202$203K0.06%+1613F-HRTimeline
WealthBridge Capital Management, LLC1,201$203K0.04%+10013F-HRTimeline
MJP ASSOCIATES INC /ADV1,200$203K0.02%-8413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,200$203K0.09%+2113F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,198$203K0.12%013F-HRTimeline
Sloy Dahl & Holst, LLC1,197$202K0.02%013F-HRTimeline
Financial Security Advisor, Inc.1,196$202K0.03%-13013F-HRTimeline
Income Insurance Ltd1,195$202K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weinberger Asset Management, Inc954$202K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,194$202K0.01%+1913F-HRTimeline
Safeguard Investment Advisory Group, LLC1,191$201K0.05%+813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,191$201K<0.01%-1613F-HRTimelineGroup
BCS Wealth Management1,187$201K0.04%-11813F-HRTimeline
ABLE Financial Group, LLC1,186$200K0.03%new13F-HRTimeline
Raleigh Capital Management Inc.1,185$200K0.06%+6913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,185$200K0.01%+2813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,171$198K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,145$194K0.02%-2013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,125$190K0.06%013F-HRTimelineGroup
Hendershot Investments Inc.1,120$189K0.02%013F-HRTimeline
Lodestone Wealth Management LLC1,107$187K0.07%-9613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,100$186K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,096$185K0.01%013F-HRTimelineGroup
CYBER HORNET ETFs LLC1,089$184K0.1%-2013F-HRTimeline
Asset Planning,Inc1,088$184K0.12%+313F-HRTimeline
SITTNER & NELSON, LLC1,061$179K0.06%013F-HRTimeline
TFC Financial Management, Inc.1,061$179K0.02%+5613F-HRTimeline
American Capital Advisory, LLC1,059$179K0.07%-913F-HRTimeline
Security National Bank1,054$178K0.02%013F-HRTimeline
MOTCO1,034$175K0.01%+10813F-HRTimeline
Mechanics Financial Corp1,000$169K0.06%013F-HRTimeline
Bravera Wealth1,000$169K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC993$168K0.01%013F-HRTimeline
Trust Co985$166K0.02%-67613F-HRTimeline
Napier Financial, LLC972$164K0.03%+12213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…963$163K<0.01%-2913F-HRTimeline
LANARK FINANCIAL, INC.960$162K0.01%+413F-HRTimeline
Tanglewood Legacy Advisors, LLC950$161K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC939$159K0.01%+20013F-HRTimeline
BIRCHBROOK, INC.935$158K0.07%-113F-HRTimeline
Financial Management Professionals, Inc.920$156K0.01%+15513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC900$152K0.11%013F-HRTimeline
Asset Dedication, LLC898$152K0.01%+4713F-HRTimeline
CoreCap Advisors, LLC885$150K<0.01%-1,07213F-HRTimeline
Burk Holdings LLC872$147K0.05%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST868$147K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC833$141K0.04%+113F-HRTimeline
TrustBankin group TrustBank826$140K0.05%-2013F-HRTimelineGroup
Rialto Wealth Management, LLC800$135K0.03%+2813F-HRTimeline
PFS Partners, LLC792$134K0.05%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.780$132K0.03%+713F-HRTimeline
Regatta Research & Money Management776$131K0.12%13F-HRTimeline
First Command Advisory Services, Inc.775$131K<0.01%+28513F-HRTimeline
Gleason Group, Inc.771$130K0.01%+3913F-HRTimeline
Archer Investment Corp759$128K0.02%-12013F-HR/ATimeline
SHP Wealth Management745$126K0.01%+1713F-HRTimeline
Compagnie Lombard Odier SCmA742$125K<0.01%-37013F-HRTimeline
Buck Wealth Strategies, LLC741$125K0.01%new13F-HRTimeline
Eurizon SLJ Capital Ltd741$125K0.05%013F-HRTimeline
Golden State Wealth Management, LLC739$125K0.01%+3213F-HRTimeline
SIMPLEX TRADING, LLC737$125K<0.01%new13F-HRTimeline
Clark Wealth Partners730$123K0.07%+513F-HRTimeline
Glen Eagle Advisors, LLC728$123K0.02%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP725$123K0.01%new13F-HRTimelineGroup
Park Place Capital Corp722$122K0.02%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC715$121K0.05%013F-HR/ATimeline
TOWER TRUST & INVESTMENT Co714$121K0.07%013F-HRTimeline
Piscataqua Savings Bank714$121K0.08%013F-HRTimeline
Tower View Wealth Management LLC713$121K0.05%+413F-HRTimeline
First Bancorp, Inc /ME/712$120K0.05%new13F-HRTimeline
Front Row Advisors LLC535$120K0.03%013F-HRTimeline
NBH Bank710$120K0.05%13F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD709$120K0.02%13F-HRTimeline
Kentucky Trust Co706$119K0.06%+613F-HRTimeline
Riverview Trust Co703$119K0.14%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…689$116K0.01%-4613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$115K0.01%-113F-HRTimeline
Elequin Capital, LP681$115K<0.01%+55213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC670$113K0.01%+17013F-HRTimeline
Clearstead Trust, LLC660$112K0.01%013F-HRTimeline
DecisionPoint Financial, LLC632$110K0.02%+513F-HRTimeline
Signature Equity Partners, LLC633$107K0.05%-2613F-HRTimeline
Kimelman & Baird, LLC625$106K0.01%013F-HR/ATimeline
SOUTHERN MICHIGAN BANK & TRUST625$106K0.04%013F-HRTimeline
Main Street Group, LTD616$104K0.02%013F-HRTimeline
Key Financial Inc615$104K0.02%-1913F-HRTimeline
United Community Bankin group United Community Bank595$101K0.03%-39313F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…591$99.9K0.05%-1413F-HRTimeline
Greykasell Wealth Strategies, Inc.588$99.3K0.04%013F-HRTimeline
Community Financial Services Group, LLC563$98.2K0.01%013F-HRTimeline
BAYBAN576$97.4K0.07%+5013F-HRTimeline
NorthAvenue LLC575$97.2K0.07%013F-HRTimeline
JFS WEALTH ADVISORS, LLC572$96.7K<0.01%+913F-HRTimeline
WEST PACES ADVISORS INC.564$95.3K0.02%new13F-HRTimeline
Sarver Vrooman Wealth Advisors533$95K0.06%013F-HRTimeline
City State Bank561$94.8K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp557$94.2K0.06%013F-HRTimeline
McMillan Office, Inc.552$93.3K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC550$93K0.05%013F-HRTimeline
Harbor Asset Planning, Inc.533$90.2K0.07%013F-HRTimeline
JPL Wealth Management, LLC533$90.1K0.02%+213F-HRTimeline
Steigerwald, Gordon & Koch Inc.531$89.8K0.01%013F-HRTimeline
Aventura Private Wealth, LLC521$88.1K0.03%-113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV516$87K0.02%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…510$86.2K0.02%+14013F-HRTimeline
Silver Grove Financial Group, Inc.500$84.6K0.05%+49313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$84.5K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC500$84.5K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$84.5K0.02%013F-HRTimeline