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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,808 managers (1,840 13F filers) reported a position in PSX shares at 2025-09-30, 306,067,105 shares in all. 190 filers opened a position and 110 filers sold out during the quarter.

Managers
1,808
13F filers
1,840
New
190
Added
631
Reduced
642
Sold out
110
Shares held by filers
306,067,105

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Financially Speaking Inc428$58.3K0.04%+313F-HRTimeline
Tacita Capital Inc420$57.1K0.03%+17513F-HRTimeline
Costello Asset Management, INC400$54.4K0.02%013F-HRTimeline
STEPH & CO391$53.2K0.02%+11513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC385$52.4K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp361$50.4K0.07%13F-HR/ATimeline
Compagnie Lombard Odier SCmA370$50.3K<0.01%-10813F-HRTimeline
Evolution Advisers, Inc.373$50K0.02%013F-HRTimeline
Copia Wealth Management363$49.4K0.04%+5213F-HRTimeline
Prestige Wealth Management Group LLC358$48.7K0.01%013F-HR/ATimeline
Battery Global Advisors, LLC358$48.7K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.350$47.6K0.02%new13F-HRTimeline
Lynch Asset Management, Inc.350$47.6K0.02%013F-HRTimeline
Team Financial Group, LLC350$47.6K0.02%+313F-HRTimeline
Operose Advisors LLC346$47.1K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC342$46.5K<0.01%+5413F-HRTimeline
GW&K Investment Management, LLC328$45K<0.01%+913F-HRTimeline
Dynamic Wealth Strategies, LLC330$44.9K0.03%013F-HRTimeline
Trust Co329$44.8K<0.01%013F-HRTimeline
New England Capital Financial Advisors …326$44.4K0.02%+213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC324$44.1K0.04%-72513F-HRTimeline
Centerpoint Advisors, LLC322$44K0.01%013F-HRTimeline
COUNTRY TRUST BANK321$43.7K<0.01%+21113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich320$43.6K<0.01%new13F-HRTimeline
AXS Investments LLC320$43.5K0.01%new13F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC316$43K0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates311$42.3K0.01%+3613F-HRTimeline
Future Financial Wealth Managment LLC300$40.8K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Whipplewood Advisors, LLC300$40.8K0.03%-10113F-HRTimeline
Boreal Capital Management LLC300$40.8K0.03%013F-HRTimeline
SRH ADVISORS, LLC299$40.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.292$39.7K0.01%+4613F-HRTimeline
Longview Financial Advisors LLC286$38.9K0.02%013F-HRTimeline
Crews Bank & Trust285$38.8K0.01%013F-HRTimeline
Manchester Capital Management LLC284$38.7K0.01%-18413F-HRTimeline
First Command Advisory Services, Inc.283$38.5K<0.01%013F-HRTimeline
West Branch Capital LLC275$37.4K0.01%013F-HRTimeline
Compass Financial Services Inc275$37.4K0.02%-2513F-HRTimeline
TSFG, LLC272$37K0.01%013F-HRTimeline
WINNACLE WEALTH LLC262$35.9K0.03%new13F-HRTimeline
Wealth Watch Advisors, INC263$35.8K0.01%new13F-HRTimeline
Rise Advisors, LLC261$35.5K0.01%+1013F-HRTimeline
WEBSTER BANK, N. A.258$35.1K<0.01%-1213F-HRTimeline
CNB Bank257$35K0.01%013F-HRTimeline
Graney & King, LLC252$34.3K0.02%+213F-HRTimeline
Signature Resources Capital Management,…250$34K0.02%-16613F-HRTimeline
ROGCO, LP250$34K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co250$34K0.01%013F-HRTimeline
Gen-Wealth Partners Inc247$33.6K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…242$33K0.02%+213F-HRTimeline
Fortitude Family Office, LLC235$32K0.01%013F-HRTimeline
Pacific Center for Financial Services233$31.7K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…219$29.8K0.01%013F-HRTimeline
Bank & Trust Co217$29.5K0.02%013F-HRTimeline
Perkins Coie Trust Co215$29.2K0.01%-1,40813F-HRTimeline
Founders Capital Management215$29.2K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC214$29.1K0.02%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC214$29.1K0.01%013F-HRTimeline
Covestor Ltd213$29K0.02%-21013F-HRTimeline
Bruce G. Allen Investments, LLC213$29K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.210$28.6K0.03%013F-HR/ATimeline
Morton Brown Family Wealth, LLC207$28.2K0.01%013F-HRTimeline
Stone House Investment Management, LLC204$27.7K<0.01%-513F-HRTimeline
Nova Wealth Management, Inc.201$27.3K0.02%-4713F-HRTimeline
GoalVest Advisory LLC200$27.2K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC200$27.2K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC200$27.2K0.01%013F-HRTimeline
Robinswood Financial LLC200$27.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners200$27K0.01%013F-HRTimeline
Navigoe, LLC200$27K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC197$26.8K0.04%+5813F-HRTimeline
FIRST UNITED BANK & TRUST190$25.8K0.01%+2513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners189$25.7K<0.01%+113F-HRTimelineGroup
Silvant Capital Management LLC186$25.3K<0.01%013F-HR/ATimeline
HOEY INVESTMENTS, INC184$25K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC178$24.2K<0.01%+513F-HRTimeline
Barnes Dennig Private Wealth Management…178$24.2K0.03%new13F-HRTimeline
First PREMIER Bank176$24K0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC174$23.7K0.03%013F-HRTimeline
Byrne Asset Management LLC173$23.5K0.01%013F-HRTimeline
Parvin Asset Management, LLC173$23.5K0.02%013F-HRTimeline
Truvestments Capital LLC171$23.3K<0.01%+5313F-HRTimeline
FINANCIAL CONSULATE, INC168$22.9K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC166$22.6K<0.01%+813F-HRTimeline
Private Wealth Management Group, LLC163$22.2K0.01%013F-HRTimeline
Advantage Trust Co162$22K0.01%-40013F-HRTimeline
Roble, Belko & Company, Inc161$22K<0.01%+5013F-HRTimeline
Friedenthal Financial155$21.1K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL155$21K0.01%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC151$20.6K0.01%+113F-HRTimeline
Bell Investment Advisors, Inc151$20.5K<0.01%-1213F-HRTimeline
Cranbrook Wealth Management, LLC150$20.4K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC150$20.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.150$20.4K0.02%013F-HRTimeline
Fairscale Capital, LLC147$20K0.01%+113F-HRTimeline
KELLEHER FINANCIAL ADVISORS144$19.6K<0.01%new13F-HRTimeline
Stephens Consulting, LLC133$18.1K0.01%-9713F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…130$17.7K0.04%013F-HRTimeline
First Pacific Financial126$17.2K<0.01%+113F-HRTimeline
WPG Advisers, LLC126$17.1K0.01%+1413F-HRTimeline
Bogart Wealth, LLC122$16.6K<0.01%-9713F-HRTimeline
Promus Capital, LLC121$16.5K0.01%new13F-HRTimeline
Richardson Capital Management LLC115$15.6K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$15.5K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA111$15.1K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…110$15K0.01%+10013F-HRTimeline
LGT Financial Advisors LLC110$14.9K0.03%-213F-HRTimeline
Roxbury Financial LLC108$14.6K0.01%+113F-HRTimeline
MJT & Associates Financial Advisory Gro…107$14.6K0.01%+4513F-HRTimeline
Creative Capital Management Investments…100$13.6K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC100$13.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$13.6K<0.01%013F-HRTimeline
High Note Wealth, LLC97$13.2K<0.01%+113F-HRTimeline
Sachetta, LLC97$13.2K<0.01%+1713F-HRTimeline
Western Pacific Wealth Management, LP95$12.9K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC94$12.8K<0.01%+2013F-HRTimeline
Blume Capital Management, Inc.91$12.4K<0.01%013F-HRTimeline
Binnacle Investments Inc91$12.4K0.01%+6813F-HRTimeline
SOA Wealth Advisors, LLC.88$12K<0.01%+113F-HRTimeline
S&T Bank/PA88$12K<0.01%+4913F-HRTimeline
Financial Perspectives, Inc88$12K<0.01%+2513F-HRTimeline
Howard Hughes Medical Institute87$11.8K0.01%-213F-HRTimeline
Strengthening Families & Communities, L…86$11.8K<0.01%new13F-HRTimeline
Westend Capital Management, LLC86$11.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC85$11.6K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management83$11.3K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC82$11.1K0.01%+113F-HRTimeline
Keener Financial Planning LLC82$11K0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…80$11K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC77$10.5K0.01%+213F-HRTimeline
BFSG, LLC75$10.2K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.75$10.2K0.01%013F-HRTimeline
YANKCOM Partnership74$10.1K<0.01%-10613F-HRTimeline
Activest Wealth Management72$9.79K<0.01%+713F-HRTimeline
FIRST FINANCIAL CORP /IN/69$9.38K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC68$9.29K<0.01%013F-HRTimeline
North Capital, Inc.68$9.25K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT67$9.11K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…67$9.11K0.01%+2313F-HRTimeline
Lavaca Capital LLC66$8.98K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC66$8.97K<0.01%013F-HRTimeline
Abound Wealth Management65$8.87K<0.01%013F-HRTimeline
Crewe Advisors LLC62$8.43K<0.01%+1713F-HRTimeline
Center for Financial Planning, Inc.57$7.75K<0.01%013F-HRTimeline
Accent Capital Management, LLC57$7.75K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC54$7.34K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$7.21K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC51$6.94K<0.01%13F-HRTimeline
Accredited Wealth Management, LLC900$6.8K0.01%+85013F-HRTimeline
Financial Freedom, LLC50$6.8K<0.01%013F-HRTimeline
RMG Wealth Management LLC51$6.55K<0.01%013F-HRTimeline
Bare Financial Services, Inc45$6.12K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$5.71K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.42$5.71K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC42$5.71K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$5.7K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise46$5.39K<0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC37$5.03K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.37$4.94K<0.01%+113F-HRTimeline
Guerra Advisors Inc36$4.93K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.35$4.76K<0.01%013F-HRTimeline
Westfuller Advisors, LLC35$4.69K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.34$4.62K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC34$4.62K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC32$4.35K<0.01%-113F-HRTimeline
Tidemark, LLC31$4.22K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.30$4.08K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…36$4K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC28$3.81K<0.01%013F-HRTimeline
Pineridge Advisors LLC26$3.53K<0.01%-913F-HRTimeline
FSA Wealth Management LLC25$3.44K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC25$3.4K<0.01%+513F-HRTimeline
Valued Wealth Advisors LLC24$3.29K<0.01%013F-HRTimeline
WealthCollab, LLC24$3.27K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC21$2.86K<0.01%new13F-HR/ATimeline
Kilter Group LLC21$2.86K<0.01%+513F-HRTimeline
Accordant Advisory Group Inc20$2.72K<0.01%new13F-HRTimeline
SWAN Capital LLC18$2.45K<0.01%-1913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN17$2.31K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC17$2.31K<0.01%013F-HRTimeline
Dunhill Financial, LLC16$2.19K<0.01%013F-HRTimeline
Core Alternative Capital16$2.18K<0.01%-5013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC14$1.91K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.91K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC13$1.77K<0.01%-1113F-HRTimeline
Caitlin John, LLC13$1.77K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC13$1.77K<0.01%013F-HRTimeline
Aspect Partners, LLC10$1.36K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC9$1.22K<0.01%-31613F-HRTimeline
PayPay Securities Corp8$1.12K0.04%-313F-HRTimeline
Avalon Trust Co8$1.09K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.8$1.09K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA5$680<0.01%-20713F-HRTimeline
Texas Capital Bancshares Inc/TX5$680<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.5$680<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$555<0.01%new13F-HRTimeline
Breakwater Investment Management4$545<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$539<0.01%-50013F-HRTimeline
Seneschal Advisors, LLC3$409<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.3$408<0.01%new13F-HRTimeline