Skip to content
Disclosery

PSX PHILLIPS 66

Follow

Stock (common), issuer CIK 1534701

1,870 managers (1,907 13F filers) reported a position in PSX shares at 2025-12-31, 309,261,099 shares in all. 132 filers opened a position and 124 filers sold out during the quarter.

Managers
1,870
13F filers
1,907
New
132
Added
699
Reduced
627
Sold out
124
Shares held by filers
309,261,099

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …600$77.4K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC586$75.6K<0.01%+8913F-HRTimeline
FIRST HORIZON CORP586$75.6K<0.01%+10613F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …581$75K<0.01%+3313F-HRTimelineGroup
NorthAvenue LLC578$74.6K0.06%13F-HRTimeline
Tower View Wealth Management LLC565$72.9K0.04%+513F-HRTimeline
McMillan Office, Inc.552$71.2K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC450$71K0.05%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV548$70K0.02%-1513F-HRTimeline
Global Trust Asset Management, LLC541$69.8K0.03%-30713F-HRTimeline
New Millennium Group LLC539$69.5K0.03%-8413F-HRTimeline
Front Row Advisors LLC535$69K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.533$68.8K0.06%013F-HRTimeline
Sarver Vrooman Wealth Advisors533$68.8K0.04%-1413F-HR/ATimeline
Quaker Wealth Management, LLC532$68.7K0.02%+113F-HRTimeline
Park Place Capital Corp527$68K0.01%+413F-HRTimeline
IFC & Insurance Marketing, Inc.527$68K0.07%13F-HRTimeline
Litman Gregory Wealth Management LLC524$67.6K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC523$67.5K0.03%-1113F-HRTimeline
Aventura Private Wealth, LLC520$67.1K0.02%+2913F-HRTimeline
Elyxium Wealth, LLC520$67.1K0.02%new13F-HRTimeline
Key Financial Inc517$66.7K0.01%+313F-HRTimeline
Salomon & Ludwin, LLC470$65.8K0.01%-113F-HRTimeline
Greykasell Wealth Strategies, Inc.506$65.2K0.03%new13F-HRTimeline
Catalyst Capital Advisors LLC505$65.2K<0.01%-36413F-HRTimeline
Quattro Advisors LLC504$65.1K0.05%13F-HRTimeline
WEBSTER BANK, N. A.501$64.6K0.01%+24313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$64.5K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC500$64.5K0.01%-5613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC500$64.5K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$64.5K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$64.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC481$62.1K0.04%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$61.2K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC468$60.4K0.02%+313F-HRTimeline
Physician Wealth Advisors, Inc.455$58.7K0.01%+513F-HRTimeline
BAYBAN447$57.7K0.05%13F-HRTimeline
Financially Speaking Inc432$55.7K0.04%+413F-HRTimeline
Plato Investment Management Ltd424$55K<0.01%-45613F-HRTimeline
KERR FINANCIAL PLANNING Corp348$53.5K0.07%-1313F-HR/ATimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …413$53.3K0.01%-7813F-HRTimelineGroup
Manchester Capital Management LLC405$52.3K0.01%+12113F-HRTimeline
Morse Asset Management, Inc400$51.6K0.01%-1,54513F-HRTimeline
Activest Wealth Management400$51.6K0.01%+32813F-HRTimeline
First Command Advisory Services, Inc.399$51.5K<0.01%+11613F-HRTimeline
STEPH & CO391$50.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC385$49.7K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC384$49.6K<0.01%+37513F-HRTimeline
Evolution Advisers, Inc.373$48K0.02%013F-HRTimeline
WFA of San Diego, LLC363$46.8K0.03%-7513F-HRTimeline
Copia Wealth Management363$46.8K0.03%013F-HRTimeline
Prestige Wealth Management Group LLC358$46.2K0.01%013F-HRTimeline
Battery Global Advisors, LLC358$46.2K0.02%013F-HRTimeline
Team Financial Group, LLC353$45.5K0.02%+313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.350$45.2K0.01%013F-HRTimeline
Operose Advisors LLC346$44.6K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC342$44.1K<0.01%013F-HRTimeline
Motiv8 Investments LLC339$44K0.02%new13F-HRTimeline
Dynamic Wealth Strategies, LLC330$42.6K0.03%013F-HRTimeline
New England Capital Financial Advisors …328$42.3K0.02%+213F-HRTimeline
GW&K Investment Management, LLC323$42K<0.01%-513F-HRTimeline
COUNTRY TRUST BANK321$41.4K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC315$40.7K0.01%+14713F-HRTimeline
Global Wealth Strategies & Associates311$40.1K0.01%013F-HRTimeline
Centerpoint Advisors, LLC300$39K0.01%-2213F-HRTimeline
Whipplewood Advisors, LLC300$38.7K0.02%013F-HRTimeline
Boreal Capital Management LLC300$38.7K0.03%013F-HRTimeline
SRH ADVISORS, LLC299$38.6K0.01%013F-HRTimeline
Longview Financial Advisors LLC286$36.9K0.02%013F-HRTimeline
Tacita Capital Inc286$36.9K0.02%-13413F-HRTimeline
Crews Bank & Trust285$36.8K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.284$36.6K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC282$36.4K0.01%+7513F-HRTimeline
WINNACLE WEALTH LLC279$36.3K0.03%+1713F-HRTimeline
Compass Financial Services Inc277$35.8K0.02%+213F-HRTimeline
TSFG, LLC273$35K0.01%+113F-HRTimeline
Dorato Capital Management245$34.6K0.03%13F-HRTimeline
SFAM, LLC267$34.5K0.03%13F-HRTimeline
AXS Investments LLC262$33.8K0.01%-5813F-HR/ATimeline
CNB Bank257$33.2K0.01%013F-HRTimeline
Graney & King, LLC254$32.8K0.02%+213F-HRTimeline
Wealth Watch Advisors, INC253$32.6K0.01%-1013F-HRTimeline
Signature Resources Capital Management,…250$32.3K0.02%013F-HRTimeline
ROGCO, LP250$32.3K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co250$32.3K0.01%013F-HRTimeline
Gen-Wealth Partners Inc247$31.9K0.01%013F-HRTimeline
Pacific Center for Financial Services233$31.7K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…244$31.5K0.02%+213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.225$29K0.02%+1513F-HRTimeline
Stephens Consulting, LLC223$28.8K0.01%+9013F-HRTimeline
Bell Investment Advisors, Inc218$28.1K<0.01%+6713F-HRTimeline
Bank & Trust Co217$28K0.02%013F-HRTimeline
Founders Capital Management215$27.7K0.01%013F-HRTimeline
Perkins Coie Trust Co215$27.7K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC214$27.6K0.02%013F-HRTimeline
Fortitude Family Office, LLC214$27.6K0.01%-2113F-HRTimeline
Bruce G. Allen Investments, LLC213$27.5K0.02%013F-HRTimeline
Eagle Bay Advisors LLC210$27.1K0.02%new13F-HRTimeline
Covestor Ltd212$27K0.01%-113F-HRTimeline
SWAN Capital LLC208$26.8K0.01%+19013F-HRTimeline
Stone House Investment Management, LLC207$26.7K<0.01%+313F-HRTimeline
GPS Wealth Strategies Group, LLC201$25.9K0.02%-3,29513F-HRTimeline
GoalVest Advisory LLC200$25.8K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC200$25.8K0.02%013F-HRTimeline
Accordant Advisory Group Inc200$25.8K0.02%+18013F-HRTimeline
Board of the Pension Protection Fund200$25.8K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC200$25.8K0.01%013F-HRTimeline
Robinswood Financial LLC200$25.8K0.01%013F-HRTimeline
Coston, McIsaac & Partners200$25K0.01%013F-HRTimeline
Navigoe, LLC200$25K0.02%013F-HRTimeline
Vision Retirement, LLC190$24.5K0.01%13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…187$24.1K<0.01%new13F-HRTimeline
Silvant Capital Management LLC186$24K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC184$23.7K<0.01%013F-HRTimeline
First PREMIER Bank176$23K0.01%013F-HRTimeline
J.Safra Asset Management Corp178$23K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…178$23K0.02%013F-HRTimeline
Cornerstone Planning Group LLC159$22.6K<0.01%+15713F-HRTimeline
REDMONT WEALTH ADVISORS LLC174$22.5K0.03%013F-HRTimeline
Byrne Asset Management LLC173$22.3K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners172$22.2K<0.01%-1713F-HRTimelineGroup
Commonwealth Retirement Investments LLC171$22.1K0.01%new13F-HRTimeline
High Point Wealth Management, LLC171$22.1K0.02%13F-HRTimeline
Truvestments Capital LLC171$22.1K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.171$22.1K0.02%-3013F-HRTimeline
Walsh & Associates, LLC170$21.9K0.02%13F-HRTimeline
Wellington Grp LLC168$21.7K0.01%13F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC166$21.4K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST165$21.3K0.01%-2513F-HRTimeline
Garton & Associates Financial Advisors …164$21.2K0.01%13F-HRTimeline
Private Wealth Management Group, LLC163$21K0.01%013F-HRTimeline
Roble, Belko & Company, Inc161$21K<0.01%013F-HRTimeline
Advantage Trust Co162$20.9K0.01%013F-HRTimeline
Kemnay Advisory Services Inc.160$20.6K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL156$20.1K<0.01%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC152$19.7K0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.150$19.4K0.01%013F-HRTimeline
Cornerstone Financial Management LLC150$19.4K0.02%13F-HR/ATimeline
Fairscale Capital, LLC148$19.1K0.01%+113F-HRTimeline
KELLEHER FINANCIAL ADVISORS144$18.6K<0.01%013F-HRTimeline
Beacon Financial Strategies CORP138$17.8K0.01%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd131$16.9K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Heritage Wealth Advisors131$16.9K<0.01%new13F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…130$16.8K0.04%013F-HRTimeline
First Pacific Financial127$16.4K<0.01%+113F-HRTimeline
Camelot Portfolios, LLC124$16K0.01%new13F-HRTimeline
Bogart Wealth, LLC122$15.7K<0.01%013F-HRTimeline
High Note Wealth, LLC121$15.6K<0.01%+2413F-HRTimeline
Olistico Wealth, LLC119$15.4K0.01%new13F-HRTimeline
Richardson Capital Management LLC115$14.8K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$14.7K0.01%013F-HRTimeline
Ankerstar Wealth, LLC111$14.4K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT111$14.3K<0.01%+4413F-HRTimeline
FIRST COMMUNITY TRUST NA111$14.3K0.01%013F-HRTimeline
LGT Financial Advisors LLC111$14.3K0.09%+113F-HRTimeline
Vermillion & White Wealth Management Gr…110$14.2K0.01%013F-HRTimeline
Roxbury Financial LLC109$14K0.01%+113F-HRTimeline
Align Financial, LLC13,420$13.4K0.01%13F-HRTimeline
Garner Asset Management Corp102$13.2K0.01%new13F-HRTimeline
Costello Asset Management, INC100$12.9K<0.01%-30013F-HRTimeline
Creative Capital Management Investments…100$12.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$12.9K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…99$12.8K0.01%-813F-HR/ATimeline
Sachetta, LLC97$12.5K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP95$12.3K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC94$12.1K<0.01%013F-HRTimeline
West Branch Capital LLC92$11.8K<0.01%-18313F-HRTimeline
Blume Capital Management, Inc.91$11.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.89$11.5K<0.01%+113F-HRTimeline
Financial Perspectives, Inc88$11.4K<0.01%013F-HRTimeline
Howard Hughes Medical Institute87$11.2K0.01%013F-HRTimeline
Westend Capital Management, LLC86$11.1K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…80$11K<0.01%013F-HR/ATimeline
IAG Wealth Partners, LLC85$11K<0.01%013F-HRTimeline
WPG Advisers, LLC84$10.8K0.01%-4213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC83$10.7K0.01%+113F-HRTimeline
Abound Wealth Management79$10.2K<0.01%+1413F-HRTimeline
S&T Bank/PA78$10.1K<0.01%-1013F-HRTimeline
Principia Wealth Advisory, LLC78$10.1K0.01%+113F-HRTimeline
YANKCOM Partnership74$9.55K<0.01%013F-HRTimeline
NFSG Corp71$9.16K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC58$9.15K<0.01%13F-HRTimeline
Legacy Bridge, LLC70$9.03K<0.01%new13F-HRTimeline
Cresta Advisors, Ltd.70$9.03K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …70$9.03K0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/69$8.9K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC69$8.89K<0.01%+113F-HRTimeline
Bradley & Co. Private Wealth Management…67$8.64K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC66$8.53K<0.01%013F-HRTimeline
Lavaca Capital LLC66$8.52K<0.01%013F-HRTimeline
Joseph Group Capital Management65$8.39K<0.01%new13F-HRTimeline
Crewe Advisors LLC62$8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…60$7.74K<0.01%-15913F-HRTimeline
Center for Financial Planning, Inc.57$7.36K<0.01%013F-HRTimeline
Bare Financial Services, Inc57$7.36K<0.01%+1213F-HRTimeline
Accent Capital Management, LLC57$7.36K<0.01%013F-HRTimeline
RMG Wealth Management LLC51$7.25K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC56$7.23K<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA55$7.1K<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC55$7.06K0.01%13F-HRTimeline