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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,753 managers (1,784 13F filers) reported a position in PSX shares at 2024-12-31, 306,940,668 shares in all. 86 filers opened a position and 183 filers sold out during the quarter.

Managers
1,753
13F filers
1,784
New
86
Added
620
Reduced
644
Sold out
183
Shares held by filers
306,940,668

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pacific Center for Financial Services233$26.5K0.01%new13F-HRTimeline
Values First Advisors, Inc.231$26.3K0.01%+213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…230$26.2K0.01%-33913F-HRTimelineGroup
Cornerstone Planning Group LLC212$26.1K0.01%-1313F-HRTimeline
J.Safra Asset Management Corp224$25.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC220$25.1K<0.01%+12013F-HRTimeline
Bruce G. Allen Investments, LLC219$25K0.02%+2013F-HRTimeline
Atlantic Edge Private Wealth Management…219$25K0.01%013F-HRTimeline
Bank & Trust Co217$24.7K0.02%013F-HRTimeline
Founders Capital Management215$24.5K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc213$24.3K0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Morton Brown Family Wealth, LLC207$23.6K0.01%013F-HRTimeline
GW&K Investment Management, LLC202$23K<0.01%+1313F-HRTimeline
FIRST UNITED BANK & TRUST200$22.8K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC200$22.8K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$22.8K0.01%013F-HRTimeline
GoalVest Advisory LLC200$22.8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$22.8K0.01%13F-HRTimeline
Robinswood Financial LLC200$22.8K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC199$22.7K0.01%013F-HRTimeline
Navigoe, LLC200$22K0.02%13F-HRTimeline
Ruedi Wealth Management, Inc.190$21.6K0.01%013F-HRTimeline
TruNorth Capital Management, LLC189$21.5K0.01%+3913F-HRTimeline
Salomon & Ludwin, LLC189$21.5K<0.01%013F-HRTimeline
Silvant Capital Management LLC186$21.2K<0.01%013F-HRTimeline
Atlatl Advisers LLC186$21.2K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC188$21.1K<0.01%-45913F-HRTimeline
First PREMIER Bank184$21K0.01%013F-HRTimeline
Lavaca Capital LLC184$20.9K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.175$19.9K<0.01%013F-HRTimelineGroup
Byrne Asset Management LLC173$19.7K0.01%013F-HRTimeline
Parvin Asset Management, LLC173$19.7K0.02%13F-HRTimeline
Lagoda Investment Management, L.P.170$19.4K0.01%013F-HRTimeline
Mainstream Capital Management LLC168$19.1K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.167$19K<0.01%+113F-HR/ATimeline
Northwest Bank & Trust Co138$18.5K0.01%013F-HRTimeline
Legacy Bridge, LLC161$18.3K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC160$18.2K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.157$17.9K0.01%13F-HRTimeline
GKV Capital Management Co., Inc.156$17.8K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.151$17.2K0.01%new13F-HRTimeline
Lummis Asset Management, LP150$17.1K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC147$16.7K0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC145$16.5K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.144$16.4K<0.01%-4913F-HRTimeline
WOLFF WIESE MAGANA LLC144$16.4K0.01%-1513F-HRTimeline
Fairscale Capital, LLC144$16.4K0.01%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC139$15.9K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC137$15.6K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT127$14.5K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…125$14K0.01%-66113F-HRTimeline
Roxbury Financial LLC103$13.9K0.01%13F-HRTimeline
Promus Capital, LLC121$13.8K0.01%13F-HR/ATimeline
Fairway Wealth LLC118$13.4K0.01%new13F-HRTimeline
Creative Capital Management Investments…117$13.3K0.01%+1713F-HRTimeline
Richardson Capital Management LLC115$13.1K0.01%013F-HRTimeline
Roble, Belko & Company, Inc110$13K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$13K0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA111$12.6K0.01%013F-HRTimeline
SIERRA OCEAN, LLC106$12.2K0.01%13F-HRTimeline
LGT Financial Advisors LLC107$12.1K0.03%+113F-HRTimeline
Westend Capital Management, LLC106$12.1K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …109$12K<0.01%-2413F-HRTimelineGroup
AMERIFLEX GROUP, INC.100$11.8K0.01%13F-HRTimeline
BFSG, LLC103$11.7K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC102$11.6K0.01%+1713F-HRTimeline
SUMMIT SECURITIES GROUP LLC100$11.4K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.100$11.4K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.100$11.4K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …96$10.9K0.02%new13F-HRTimeline
Operose Advisors LLC96$10.9K<0.01%-8013F-HRTimeline
High Note Wealth, LLC95$10.8K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC90$10.3K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division89$10.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC87$9.86K0.01%13F-HRTimeline
Pineridge Advisors LLC86$9.78K<0.01%+113F-HRTimeline
HighMark Wealth Management LLC86$9.77K0.01%+113F-HRTimeline
IAG Wealth Partners, LLC85$9.68K<0.01%-10013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.83$9.46K<0.01%new13F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…81$9.23K<0.01%013F-HRTimeline
Abound Wealth Management81$9.19K<0.01%-2413F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…80$9.11K0.03%013F-HR/ATimeline
Keener Financial Planning LLC82$9K0.01%013F-HRTimeline
Sachetta, LLC74$8.43K<0.01%-3113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC74$8.43K<0.01%013F-HRTimeline
Dunhill Financial, LLC73$8.29K<0.01%+213F-HRTimeline
PSI Advisors, LLC69$7.86K<0.01%013F-HRTimeline
Financial Perspectives, Inc63$7.18K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC63$7.18K0.01%13F-HRTimeline
Transcendent Capital Group LLC62$7.06K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.57$6.5K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC49$6.44K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC56$6.38K<0.01%-113F-HRTimeline
Red Tortoise LLC56$6.38K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$6.04K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC51$5.81K<0.01%13F-HRTimeline
Financial Freedom, LLC50$5.7K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc50$5.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.50$5.7K<0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.50$5.7K<0.01%13F-HRTimeline
Accredited Wealth Management, LLC50$5.7K<0.01%13F-HRTimeline
WPG Advisers, LLC49$5.58K0.01%13F-HRTimeline
Bradley & Co. Private Wealth Management…44$5.01K<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.42$4.79K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$4.79K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…38$4.33K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.37$4.22K<0.01%-7913F-HRTimeline
Horrell Capital Management, Inc.34$4K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$3.99K<0.01%13F-HRTimeline
Demars Financial Group, LLC446,036$3.92K0.57%+441,78413F-HRTimeline
Tidemark, LLC31$3.53K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC30$3.46K<0.01%-313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.30$3.42K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.30$3.42K<0.01%013F-HRTimeline
Cetera Trust Company, N.A30$3.42K<0.01%013F-HRTimeline
CGC Financial Services, LLC28$3.19K<0.01%013F-HRTimeline
Financial Connections Group, Inc.30$3K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP26$2.96K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.26$2.96K<0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department26$2.96K<0.01%13F-HRTimelineGroup
FSA Wealth Management LLC25$2.88K<0.01%-6613F-HRTimeline
Trivant Custom Portfolio Group, LLC25$2.85K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN25$2.85K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$2.85K0.05%13F-HRTimeline
WealthCollab, LLC24$2.73K<0.01%013F-HRTimeline
True Wealth Design, LLC24$2.69K<0.01%+513F-HRTimeline
PayPay Securities Corp23$2.62K0.11%new13F-HRTimeline
Park Square Financial Group, LLC23$2.62K<0.01%13F-HRTimeline
Catherine Avery Investment Management L…21$2.39K<0.01%13F-HR/ATimeline
Iron Horse Wealth Management, LLC20$2.28K<0.01%013F-HRTimeline
Atala Financial Inc20$2.28K<0.01%13F-HRTimeline
COUNTRY TRUST BANK19$2.17K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV19$2K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC16$1.82K<0.01%13F-HRTimeline
Ridgewood Investments LLC14$1.59K<0.01%013F-HRTimeline
Caitlin John, LLC14$1.59K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC14$1.59K<0.01%13F-HRTimeline
Aspect Partners, LLC10$1.14K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC9$1.02K<0.01%-27113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.01K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC8$911<0.01%013F-HRTimeline
STANCE CAPITAL LLC7$798<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5$570<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5$570<0.01%013F-HRTimeline
Fairman Group, LLC4$456<0.01%-413F-HRTimeline
Pillar Financial Advisors, LLC2$228<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$1560.01%-3,90713F-HRTimeline
ATWOOD & PALMER INC1$114<0.01%013F-HRTimeline
St. Johns Investment Management Company…1$114<0.01%013F-HRTimeline
Rakuten Securities, Inc.1$114<0.01%-413F-HRTimeline
RE Dickinson Investment Advisors, LLC43$49<0.01%013F-HR/ATimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.