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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,765 managers (1,797 13F filers) reported a position in PSX shares at 2025-03-31, 308,203,084 shares in all. 152 filers opened a position and 131 filers sold out during the quarter.

Managers
1,765
13F filers
1,797
New
152
Added
646
Reduced
666
Sold out
131
Shares held by filers
308,203,084

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SJS Investment Consulting Inc.249$30.7K0.01%013F-HRTimeline
Rise Advisors, LLC249$30.7K0.01%-513F-HRTimeline
Graney & King, LLC247$30.5K0.02%+213F-HRTimeline
Gen-Wealth Partners Inc247$30.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.246$30.4K0.01%+14613F-HRTimeline
Tacita Capital Inc245$30.3K0.02%013F-HRTimeline
GW&K Investment Management, LLC239$30K<0.01%+3713F-HRTimeline
Bruce G. Allen Investments, LLC240$29.6K0.02%+2113F-HRTimeline
Pinpoint Asset Management Ltd238$29.4K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…237$29.3K0.02%new13F-HRTimeline
Stephens Consulting, LLC237$29.3K0.01%-713F-HRTimeline
Pacifica Partners Inc.271$29K0.01%+2013F-HRTimeline
Pacific Center for Financial Services233$28.8K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC231$28.5K0.01%new13F-HRTimeline
Olde Wealth Management, LLC230$28K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…219$27K0.01%013F-HRTimeline
von Borstel & Associates, Inc.221$27K0.01%new13F-HRTimeline
Bank & Trust Co217$26.8K0.02%013F-HRTimeline
Core Alternative Capital216$26.7K0.01%-2013F-HRTimeline
Cornerstone Planning Group LLC259$26.6K0.01%+4713F-HRTimeline
Founders Capital Management215$26.5K0.02%013F-HRTimeline
Morton Brown Family Wealth, LLC207$25.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC200$24.7K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$24.7K0.01%013F-HRTimeline
GoalVest Advisory LLC200$24.7K0.01%013F-HRTimeline
Robinswood Financial LLC200$24.7K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC199$24.6K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc213$24.3K0.01%013F-HRTimeline
Coston, McIsaac & Partners200$24K0.01%-7613F-HRTimeline
Navigoe, LLC200$24K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners191$23.6K<0.01%-30013F-HRTimelineGroup
Ruedi Wealth Management, Inc.190$23.5K0.01%013F-HRTimeline
TruNorth Capital Management, LLC189$23.3K0.01%013F-HRTimeline
Salomon & Ludwin, LLC189$23.3K<0.01%013F-HRTimeline
Silvant Capital Management LLC186$23K<0.01%013F-HRTimeline
Heritage Wealth Advisors182$22.5K<0.01%-7413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…176$21.9K0.01%-5413F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.175$21.6K<0.01%013F-HRTimelineGroup
First Pacific Financial175$21.6K<0.01%new13F-HRTimeline
YANKCOM Partnership174$21.5K0.01%-10013F-HRTimeline
Byrne Asset Management LLC173$21.4K0.02%013F-HRTimeline
Parvin Asset Management, LLC173$21.4K0.02%013F-HRTimeline
First PREMIER Bank176$21K0.01%-813F-HRTimeline
WEBSTER BANK, N. A.170$21K<0.01%-10013F-HRTimeline
Lagoda Investment Management, L.P.170$21K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.167$20.7K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST165$20.4K0.01%-3513F-HRTimeline
Bell Investment Advisors, Inc164$20.3K<0.01%-13213F-HRTimeline
Saudi Central Bank163$20.1K0.11%new13F-HRTimeline
Tortoise Investment Management, LLC160$19.8K<0.01%-47313F-HR/ATimeline
Riggs Asset Managment Co. Inc.160$19.8K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC160$19.8K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC158$19.5K<0.01%+1313F-HRTimeline
Stone House Investment Management, LLC157$19.3K<0.01%new13F-HRTimeline
Friedenthal Financial155$19.2K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.150$18.5K0.01%-113F-HRTimeline
Lummis Asset Management, LP150$18.5K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC148$18.3K0.01%+113F-HRTimeline
Fairscale Capital, LLC145$17.9K0.02%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC139$17.2K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…139$17.2K0.01%-6,23513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …136$17K<0.01%+2713F-HRTimelineGroup
MeadowBrook Investment Advisors LLC137$16.9K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC132$16.3K0.01%-1213F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…130$16.1K0.07%+5013F-HRTimeline
ALBION FINANCIAL GROUP /UT127$15.7K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc125$15K<0.01%+1513F-HRTimeline
Promus Capital, LLC121$14.9K0.01%013F-HR/ATimeline
LMR Partners LLPin group LMR Partners LLP120$14.8K<0.01%-8,05213F-HRTimelineGroup
Fairway Wealth LLC118$14.6K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co138$14.4K0.01%13F-HRTimeline
Richardson Capital Management LLC115$14.2K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$14.1K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA111$13.7K0.01%013F-HRTimeline
Roxbury Financial LLC105$13.6K0.01%+213F-HRTimeline
LGT Financial Advisors LLC108$13.3K0.04%+113F-HRTimeline
WPG Advisers, LLC107$13.2K0.01%+5813F-HRTimeline
SIERRA OCEAN, LLC106$13.2K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC107$13.2K<0.01%+7713F-HRTimeline
VISION FINANCIAL MARKETS LLC106$13.1K0.01%new13F-HRTimeline
BFSG, LLC103$12.7K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC101$12.5K0.01%-113F-HRTimeline
Creative Capital Management Investments…100$12.3K<0.01%-1713F-HRTimeline
BARRETT & COMPANY, INC.100$12.3K0.01%013F-HRTimeline
Blume Capital Management, Inc.99$12.2K<0.01%new13F-HRTimeline
Activest Wealth Management98$12.1K<0.01%+9813F-HRTimeline
High Note Wealth, LLC96$11.9K<0.01%+113F-HRTimeline
Operose Advisors LLC96$11.9K<0.01%013F-HRTimeline
Morse Asset Management, Inc92$11.4K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC87$10.8K0.01%013F-HRTimeline
HighMark Wealth Management LLC86$10.7K0.01%013F-HRTimeline
Westend Capital Management, LLC86$10.6K<0.01%-2013F-HRTimeline
IAG Wealth Partners, LLC85$10.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC85$10.5K<0.01%+1213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management83$10.2K<0.01%13F-HRTimelineGroup
Iron Horse Wealth Management, LLC82$10.1K<0.01%+6213F-HRTimeline
Keener Financial Planning LLC82$10K0.01%013F-HRTimeline
Sachetta, LLC79$9.76K<0.01%+513F-HRTimeline
North Capital, Inc.78$9.63K0.01%13F-HRTimeline
Hopwood Financial Services, Inc.75$9.26K0.01%+2513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC74$9.14K<0.01%013F-HRTimeline
PSI Advisors, LLC69$8.52K<0.01%013F-HRTimeline
NFSG Corp69$8.52K<0.01%-20513F-HRTimeline
Park Square Financial Group, LLC68$8.4K0.01%+4513F-HRTimeline
N.E.W. Advisory Services LLC67$8.27K<0.01%new13F-HRTimeline
Lavaca Capital LLC66$8.15K<0.01%-11813F-HRTimeline
Abound Wealth Management65$8.05K<0.01%-1613F-HRTimeline
Financial Perspectives, Inc63$7.78K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…62$7.66K0.01%13F-HRTimeline
ZynergyRetirementPlanningLLC66$7.52K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.46$7.3K0.01%+3713F-HRTimeline
Christopher J. Hasenberg, Inc57$7.09K<0.01%+713F-HRTimeline
Center for Financial Planning, Inc.57$7.04K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC68$7.01K0.01%+513F-HRTimeline
Holos Integrated Wealth LLC54$6.67K<0.01%-3613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$6.54K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC51$6.3K<0.01%013F-HRTimeline
Financial Freedom, LLC50$6.17K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC50$6.17K0.01%013F-HRTimeline
Red Tortoise LLC49$6.05K<0.01%-713F-HRTimeline
Prudent Man Investment Management, Inc.50$5.7K<0.01%013F-HRTimeline
Crewe Advisors LLC45$5.56K<0.01%-1113F-HRTimeline
Bradley & Co. Private Wealth Management…44$5.43K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC43$5.31K<0.01%+2713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.42$5.19K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$5.19K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC42$5.19K0.01%+3313F-HRTimeline
DiNuzzo Private Wealth, Inc.38$4.69K<0.01%+113F-HRTimeline
Demars Financial Group, LLC541,707$4.39K0.67%+95,67113F-HRTimeline
FIDUCIARY ADVISORS, INC.35$4.32K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.34$4.2K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.37$4.11K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…36$4K<0.01%-1,04613F-HRTimelineGroup
HWG Holdings LP31$3.83K<0.01%new13F-HRTimeline
Tidemark, LLC31$3.83K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.30$3.7K<0.01%013F-HRTimeline
Cetera Trust Company, N.A30$3.7K<0.01%013F-HRTimeline
CGC Financial Services, LLC28$3.46K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC27$3.33K<0.01%-4,53213F-HRTimeline
Pineridge Advisors LLC25$3.14K<0.01%-6113F-HRTimeline
FSA Wealth Management LLC25$3.12K<0.01%013F-HRTimeline
DAGCO, INC.25$3.09K<0.01%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC25$3.09K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$3.09K0.06%013F-HRTimeline
Financial Connections Group, Inc.30$3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC24$2.98K<0.01%new13F-HRTimeline
WealthCollab, LLC24$2.96K<0.01%013F-HRTimeline
PayPay Securities Corp21$2.65K0.15%-213F-HRTimeline
Atala Financial Inc20$2.47K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN17$2.1K<0.01%-813F-HRTimeline
Nalls Sherbakoff Group, LLC17$2.1K<0.01%13F-HRTimeline
Ridgewood Investments LLC14$1.73K<0.01%013F-HRTimeline
Bare Financial Services, Inc13$1.6K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$1.36K<0.01%+1013F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …10$1.24K<0.01%new13F-HR/ATimelineGroup
S&T Bank/PA10$1.24K<0.01%new13F-HRTimeline
Perritt Capital Management Inc10$1.24K<0.01%new13F-HRTimeline
Aspect Partners, LLC10$1.24K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC10$1.23K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.7$864<0.01%-15013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6$741<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC6$741<0.01%13F-HRTimeline
ATWOOD & PALMER INC1$124<0.01%013F-HRTimeline
St. Johns Investment Management Company…1$123<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,58513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.