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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,736 managers (1,767 13F filers) reported a position in PSX shares at 2025-06-30, 314,907,084 shares in all. 115 filers opened a position and 147 filers sold out during the quarter.

Managers
1,736
13F filers
1,767
New
115
Added
623
Reduced
691
Sold out
147
Shares held by filers
314,907,084

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Salomon & Ludwin, LLC189$23.9K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.200$23.9K<0.01%-7713F-HRTimeline
GoalVest Advisory LLC200$23.9K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC200$23.9K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC200$23.9K0.01%-25013F-HRTimeline
Robinswood Financial LLC200$23.9K0.01%013F-HRTimeline
Cetera Trust Company, N.A193$23K0.01%+16313F-HRTimeline
Coston, McIsaac & Partners200$23K0.01%013F-HRTimeline
Navigoe, LLC200$23K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners188$22.4K<0.01%-313F-HRTimelineGroup
Silvant Capital Management LLC186$22.2K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC184$22K<0.01%-1613F-HRTimeline
YANKCOM Partnership180$21.5K0.01%+613F-HRTimeline
First PREMIER Bank176$21K0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC174$20.8K0.03%new13F-HRTimeline
Tortoise Investment Management, LLC173$20.6K<0.01%+1313F-HRTimeline
Byrne Asset Management LLC173$20.6K0.01%013F-HRTimeline
Parvin Asset Management, LLC173$20.6K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC169$20.2K0.01%-6213F-HRTimeline
FIRST UNITED BANK & TRUST165$19.7K0.01%013F-HRTimeline
Bell Investment Advisors, Inc163$19.4K<0.01%-113F-HRTimeline
Private Wealth Management Group, LLC163$19.4K0.01%-15813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC158$18.8K<0.01%013F-HRTimeline
Friedenthal Financial155$18.6K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL154$18.3K0.01%-46913F-HRTimeline
Fairscale Capital, LLC146$18K0.01%+113F-HRTimeline
TruNorth Capital Management, LLC150$17.9K<0.01%-3913F-HRTimeline
Cape Investment Advisory, Inc.150$17.9K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC150$17.9K0.01%+213F-HRTimeline
SIERRA OCEAN, LLC149$17.9K0.01%+4313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC139$16.6K0.02%013F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…130$15.5K0.07%013F-HRTimeline
First Pacific Financial125$14.9K<0.01%-5013F-HRTimeline
Truvestments Capital LLC118$14.1K<0.01%-17713F-HRTimeline
Richardson Capital Management LLC115$13.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$13.6K0.01%013F-HRTimeline
WPG Advisers, LLC112$13.4K0.01%+513F-HRTimeline
LGT Financial Advisors LLC112$13.3K0.03%+413F-HRTimeline
FIRST COMMUNITY TRUST NA111$13.2K0.01%013F-HRTimeline
COUNTRY TRUST BANK110$13.1K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc111$13K<0.01%-1413F-HRTimeline
Roxbury Financial LLC107$12.7K0.01%+213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.100$11.9K<0.01%-7513F-HRTimelineGroup
Creative Capital Management Investments…100$11.9K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$11.9K0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC100$11.9K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.100$11.9K<0.01%013F-HRTimeline
High Note Wealth, LLC96$11.5K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP95$11.3K0.01%-3,03013F-HRTimeline
Morse Asset Management, Inc92$11K<0.01%013F-HRTimeline
Blume Capital Management, Inc.91$10.9K<0.01%-813F-HRTimeline
Howard Hughes Medical Institute89$10.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.87$10.4K<0.01%-8013F-HRTimeline
HighMark Wealth Management LLC87$10.4K0.01%+113F-HRTimeline
Westend Capital Management, LLC86$10.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC85$10.1K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management83$9.9K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC82$9.78K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC81$9.68K0.01%-613F-HRTimeline
Sachetta, LLC80$9.54K<0.01%+113F-HRTimeline
Keener Financial Planning LLC82$9K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.75$8.95K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC75$8.95K0.01%+713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC74$8.83K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.72$8.59K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/69$8.23K<0.01%-57913F-HRTimeline
Park Square Financial Group, LLC68$8.11K0.01%013F-HRTimeline
North Capital, Inc.68$8.11K0.01%-1013F-HRTimeline
N.E.W. Advisory Services LLC68$8.07K<0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT67$7.99K<0.01%-6013F-HRTimeline
Lavaca Capital LLC66$7.87K<0.01%013F-HR/ATimeline
Core Alternative Capital66$7.87K<0.01%-15013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC66$7.84K<0.01%-4113F-HRTimeline
Abound Wealth Management65$7.78K<0.01%013F-HRTimeline
Activest Wealth Management65$7.75K<0.01%-3313F-HRTimeline
Financial Perspectives, Inc63$7.52K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…62$7.4K0.01%013F-HR/ATimeline
Financial Connections Group, Inc.62$7K<0.01%+3213F-HRTimeline
Center for Financial Planning, Inc.57$6.8K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC54$6.43K<0.01%013F-HRTimeline
RMG Wealth Management LLC51$6.42K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$6.32K<0.01%013F-HRTimelineGroup
MARSHALL & SULLIVAN INC /WA/50$5.96K<0.01%new13F-HRTimeline
Financial Freedom, LLC50$5.96K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc50$5.96K<0.01%-713F-HRTimeline
Accredited Wealth Management, LLC50$5.96K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$5.7K<0.01%013F-HRTimeline
Crewe Advisors LLC45$5.37K<0.01%013F-HRTimeline
Bare Financial Services, Inc45$5.37K<0.01%+3213F-HRTimeline
Bradley & Co. Private Wealth Management…44$5.25K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$5.01K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.42$5.01K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC42$5.01K0.01%013F-HRTimeline
S&T Bank/PA39$4.65K<0.01%+2913F-HRTimeline
SWAN Capital LLC37$4.41K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.36$4.29K<0.01%-213F-HRTimeline
Dogwood Wealth Management LLC33$4.29K<0.01%+613F-HRTimeline
FIDUCIARY ADVISORS, INC.35$4.18K<0.01%013F-HRTimeline
Pineridge Advisors LLC35$4.14K<0.01%+1013F-HRTimeline
Tradewinds Capital Management, LLC34$4.06K<0.01%-1,00013F-HRTimeline
Horrell Capital Management, Inc.34$4.06K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…36$4K<0.01%013F-HRTimelineGroup
Tidemark, LLC31$3.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.30$3.58K<0.01%013F-HRTimeline
CGC Financial Services, LLC28$3.34K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.27$3.25K<0.01%-1013F-HRTimeline
FSA Wealth Management LLC25$3.01K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$2.98K0.05%013F-HRTimeline
WealthCollab, LLC24$2.86K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC24$2.86K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC24$2.86K<0.01%-7713F-HRTimeline
Binnacle Investments Inc23$2.74K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC20$2.39K<0.01%+1013F-HRTimeline
WealthTrak Capital Management LLC20$2.39K<0.01%-2313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN17$2.03K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC17$2.03K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …14$2K<0.01%-12213F-HRTimelineGroup
Dunhill Financial, LLC16$1.97K<0.01%-6913F-HRTimeline
GFG Capital, LLC16$1.91K<0.01%new13F-HRTimeline
PMV Capital Advisers, LLC16$1.91K<0.01%new13F-HRTimeline
Kilter Group LLC16$1.91K<0.01%new13F-HRTimeline
Disciplined Equity Management, Inc.15$1.79K<0.01%new13F-HRTimeline
Ridgewood Investments LLC14$1.67K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.14$1.67K<0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC13$1.55K<0.01%+713F-HRTimeline
Parkworth Wealth Management, Inc.12$1.43K<0.01%+513F-HRTimeline
PayPay Securities Corp11$1.31K0.06%-1013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10$1.19K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…10$1.19K<0.01%new13F-HRTimeline
Aspect Partners, LLC10$1.19K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$1.19K<0.01%-113F-HR/ATimelineGroup
IMA Advisory Services, Inc.5$597<0.01%new13F-HRTimeline
ATWOOD & PALMER INC1$120<0.01%013F-HRTimeline
St. Johns Investment Management Company…1$119<0.01%013F-HRTimeline
FNY Investment Advisers, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.