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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,089 managers (2,133 13F filers) reported a position in PSX shares at 2026-03-31, 313,101,917 shares in all. 320 filers opened a position and 95 filers sold out during the quarter.

Managers
2,089
13F filers
2,133
New
320
Added
691
Reduced
744
Sold out
95
Shares held by filers
313,101,917

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SBI Securities Co., Ltd.1,321$241K0.01%-2313F-HRTimeline
Bullock Wealth Management Group1,370$241K0.12%+913F-HRTimeline
Aldebaran Financial Inc.1,320$240K0.23%new13F-HRTimeline
Accelerate Investment Advisors LLC1,319$240K0.16%new13F-HRTimeline
Zhang Financial LLC1,319$240K0.01%new13F-HRTimeline
Grove Bank & Trust1,317$240K0.03%-8013F-HRTimeline
BSW Wealth Partners1,312$239K0.03%new13F-HRTimeline
Covenant Asset Management, LLC1,310$239K0.05%new13F-HRTimeline
RD Lewis Holdings, Inc.1,481$239K0.21%-213F-HRTimeline
Sagewood Asset Management LP1,309$238K0.07%new13F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,305$238K0.03%new13F-HRTimeline
BCS Wealth Management1,305$238K0.05%-1,30513F-HRTimeline
Cornerstone Advisory, LLC1,304$238K0.02%new13F-HRTimeline
General Partner, Inc.1,303$237K0.14%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,300$237K<0.01%new13F-HRTimelineGroup
DV Trading LLC1,300$237K0.02%new13F-HRTimeline
BXM Wealth LLC1,300$237K0.18%-98013F-HRTimeline
National Wealth Management Group, LLC1,296$236K0.09%new13F-HRTimeline
Optas, LLC1,295$236K0.04%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,294$236K0.09%new13F-HRTimeline
Encompass More Asset Management1,294$236K0.04%new13F-HRTimeline
Stonebrook Private Inc.1,291$235K0.05%new13F-HRTimeline
Canvas Wealth Advisors, LLC1,291$235K0.04%new13F-HRTimeline
Tradition Wealth Management, LLC1,290$235K0.02%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,290$235K0.02%new13F-HRTimeline
Resolute Wealth Strategies, LLC1,287$234K0.1%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,286$234K<0.01%new13F-HRTimelineGroup
MJP ASSOCIATES INC /ADV1,284$234K0.03%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC1,811$234K0.01%013F-HRTimeline
CMG Global Holdings, LLC1,278$233K0.11%new13F-HRTimeline
Paragon Capital Management Ltd1,277$233K0.05%new13F-HRTimeline
True Wealth Design, LLC1,274$232K0.06%-9513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,273$232K0.03%new13F-HRTimeline
SIG BROKERAGE, LP1,273$232K0.07%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,273$232K0.03%new13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,270$231K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,270$231K0.01%-14113F-HRTimelineGroup
Meridian Wealth Advisors, LLC1,269$231K0.03%new13F-HRTimeline
MOR Wealth Management, LLC1,268$231K0.11%-42813F-HRTimeline
NOVEM GROUP1,267$231K0.03%new13F-HRTimeline
Cypress Wealth Services, LLC1,266$231K0.03%new13F-HRTimeline
Triumph Capital Management1,260$230K0.05%+2313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,260$229K0.02%new13F-HRTimeline
Lighthouse Financial LLC1,257$229K0.14%new13F-HRTimeline
Arista Wealth Management, LLC1,252$228K0.03%-2,50113F-HRTimeline
Pinnacle West Asset Management, Inc.1,250$228K0.15%new13F-HRTimeline
CVA Family Office, LLC1,250$228K0.02%+29313F-HRTimeline
TOWNSQUARE CAPITAL LLC1,249$227K0.05%new13F-HRTimeline
1248 Management, LLC1,246$227K0.11%-2,80013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,245$227K0.02%-4,23813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,239$226K0.09%-11213F-HRTimeline
Bluesphere Advisors LLC1,239$226K0.08%new13F-HRTimeline
Empirical Asset Management, LLC1,237$225K0.06%new13F-HRTimeline
Advyzon Investment Management, LLC1,235$225K0.02%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,235$225K0.1%new13F-HRTimeline
Capital Investment Counsel, Inc1,234$225K0.03%new13F-HRTimeline
Tempus Wealth Planning, LLC1,232$224K0.05%new13F-HRTimeline
Hardy Reed LLC1,231$224K0.02%new13F-HRTimeline
Schrum Private Wealth Management LLC1,228$224K0.17%new13F-HRTimeline
Willis Johnson & Associates, Inc.1,228$224K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,229$223K0.03%-2013F-HRTimeline
Ariadne Wealth Management, LP1,224$223K0.1%new13F-HRTimeline
Capstone Financial Advisors, Inc.1,223$223K0.01%new13F-HRTimeline
LifeWealth Investments, LLC1,222$223K0.07%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,255$222K0.02%new13F-HRTimeline
Performance Wealth Partners, LLC1,221$222K0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,221$222K0.02%new13F-HRTimeline
Carson Advisory Inc.1,219$222K0.12%new13F-HRTimeline
Caliber Wealth Management, LLC / KS1,219$222K0.02%new13F-HRTimeline
South Dakota Investment Council1,220$222K<0.01%013F-HRTimeline
First Western Trust Bank1,218$222K0.01%new13F-HRTimeline
SAPIENT CAPITAL LLC1,214$221K<0.01%-2,25513F-HR/ATimeline
Trust Co of Kansas1,214$221K0.12%new13F-HRTimeline
Pointe Capital Management LLC1,209$220K0.11%new13F-HRTimeline
Curated Wealth Partners LLC1,209$220K0.03%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.1,207$220K0.05%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,207$220K<0.01%new13F-HRTimelineGroup
Schear Investment Advisers, LLC1,204$219K0.1%new13F-HRTimeline
Lodestone Wealth Management LLC1,203$219K0.09%+913F-HR/ATimeline
Private Wealth Asset Management, LLC1,198$218K0.02%+19013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,198$218K0.15%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,198$218K0.03%new13F-HRTimeline
Sloy Dahl & Holst, LLC1,197$218K0.03%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,196$218K0.19%new13F-HRTimeline
Income Insurance Ltd1,195$218K0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Expressive Wealth LLC1,264$217K0.21%new13F-HRTimeline
New Republic Capital, LLC1,190$217K0.07%-43913F-HRTimeline
Global Financial Private Client, LLC1,186$216K0.07%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC1,183$216K0.06%new13F-HRTimeline
Redwood Wealth Management Group, LLC1,184$216K0.09%new13F-HRTimeline
Cypress Point Wealth Management, LLC1,182$215K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,181$215K0.01%+513F-HRTimeline
Ellis Investment Partners, LLC1,180$215K0.04%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,179$215K0.13%new13F-HRTimeline
Next Level Private LLC1,177$214K0.05%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,175$214K0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC1,174$214K0.02%new13F-HRTimeline
Mill Creek Capital Advisors, LLC1,171$213K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,171$213K0.01%013F-HRTimeline
Realta Investment Advisors1,170$213K0.07%new13F-HRTimeline
Kure Advisory, LLC1,169$213K0.12%new13F-HRTimeline
Vann Equity Management LLC1,167$213K0.15%13F-HRTimeline
Capital Advisors, Ltd. LLC1,165$212K0.02%-5513F-HRTimeline
INVESTMENT HOUSE LLC1,163$212K0.01%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC1,162$212K0.03%new13F-HRTimeline
Addison Capital Co1,159$211K0.04%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,159$211K0.05%new13F-HRTimeline
Orange Investment Advisors, Inc.1,158$211K0.03%new13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,157$211K0.01%-2313F-HRTimeline
LaSalle St. Investment Advisors, LLC1,156$211K0.03%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,153$210K0.05%new13F-HRTimeline
Northstar Group, Inc.1,151$210K0.03%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,151$210K0.03%new13F-HRTimeline
SMART Wealth LLC1,148$209K0.06%new13F-HRTimeline
GRANDFIELD & DODD, LLC1,147$209K0.01%new13F-HRTimeline
Leo Wealth, LLC1,144$208K0.02%new13F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,141$208K0.13%new13F-HRTimeline
Congress Park Capital LLC1,140$208K0.06%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,140$208K0.03%new13F-HRTimeline
Yoder Wealth Management, Inc.1,140$208K0.09%new13F-HRTimeline
Brown Miller Wealth Management, LLC1,136$207K0.06%new13F-HRTimeline
LifeGoal Investments, LLC1,176$207K0.12%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,131$206K0.05%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,131$206K0.01%new13F-HRTimeline
KPP Advisory Services LLC1,130$206K0.03%-65113F-HRTimeline
Scarborough Advisors, LLC1,128$205K0.02%new13F-HRTimeline
Keudell/Morrison Wealth Management1,125$205K0.04%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,125$205K0.07%-513F-HRTimelineGroup
Cascade Financial Partners, LLC1,125$205K0.02%new13F-HRTimeline
Hendershot Investments Inc.1,120$204K0.03%new13F-HRTimeline
Charis Legacy Partners, LLC1,120$204K0.3%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,118$204K0.06%new13F-HRTimeline
American Trust1,118$204K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.1,116$203K0.07%+7913F-HRTimeline
Sanchez Levi Garrett1,113$203K0.13%13F-HRTimeline
BANK OF STOCKTON1,113$203K0.06%new13F-HRTimeline
Compagnie Lombard Odier SCmA1,112$203K<0.01%013F-HRTimeline
Millennium Capital Advisors, LLC1,112$203K0.12%new13F-HRTimeline
ISTHMUS PARTNERS, LLC1,110$202K0.02%new13F-HRTimeline
Accel Wealth Management1,110$202K0.05%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,108$202K0.01%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,104$201K0.05%new13F-HRTimeline
Patton Albertson Miller Group, LLC1,102$201K0.02%new13F-HRTimeline
WealthBridge Capital Management, LLC1,101$201K0.05%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,100$200K0.02%new13F-HRTimeline
Sunburst Financial Group, LLC1,100$200K0.04%new13F-HR/ATimeline
FAMILY WEALTH PARTNERS, LLC1,100$200K0.07%new13F-HRTimeline
one8zero8, LLC1,100$200K0.04%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,100$200K<0.01%new13F-HRTimeline
LeConte Wealth Management, LLC1,099$200K0.13%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,096$200K0.01%-63513F-HRTimelineGroup
Asset Planning,Inc1,085$198K0.14%+313F-HRTimeline
CYBER HORNET ETFs LLC1,109$195K0.13%-11913F-HRTimeline
American Capital Advisory, LLC1,068$195K0.08%+613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,067$194K0.08%new13F-HRTimeline
SITTNER & NELSON, LLC1,061$193K0.07%013F-HRTimeline
Security National Bank1,054$192K0.03%013F-HRTimeline
TFC Financial Management, Inc.1,005$183K0.02%-15813F-HRTimeline
Mechanics Financial Corp1,000$182K0.08%013F-HRTimeline
Bravera Wealth1,000$182K0.08%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC993$181K0.01%-24713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…992$181K<0.01%-2113F-HRTimeline
United Community Bankin group United Community Bank988$180K0.06%-11113F-HRTimelineGroup
Bayforest Capital Ltd988$180K0.2%new13F-HRTimeline
LANARK FINANCIAL, INC.956$174K0.01%-213F-HRTimeline
Tanglewood Legacy Advisors, LLC950$173K0.06%013F-HRTimeline
McIlrath & Eck, LLC945$172K0.01%-18913F-HRTimeline
BIRCHBROOK, INC.936$171K0.08%013F-HRTimeline
MOTCO926$169K0.02%-1213F-HRTimeline
Archer Investment Corp879$160K0.03%-14913F-HRTimeline
Burk Holdings LLC872$159K0.07%new13F-HRTimeline
Glass Jacobson Investment Advisors llc872$159K0.05%+713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST868$158K0.02%-1113F-HRTimeline
Asset Dedication, LLC851$155K0.01%-39813F-HRTimeline
Napier Financial, LLC850$155K0.04%new13F-HRTimeline
TrustBankin group TrustBank846$154K0.06%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC832$152K0.05%-47013F-HRTimeline
Wealth Preservation Advisors, LLC801$146K0.12%+27813F-HRTimeline
Plato Investment Management Ltd789$144K0.01%+36513F-HRTimeline
PFS Partners, LLC789$144K0.07%+413F-HRTimeline
BALLAST ADVISORS LLC786$143K0.04%new13F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.773$141K0.04%+4813F-HRTimeline
Rialto Wealth Management, LLC772$141K0.03%+1213F-HRTimeline
Financial Management Professionals, Inc.765$139K0.02%013F-HRTimeline
Missouri Trust & Investment Co749$136K0.04%013F-HRTimeline
Eurizon SLJ Capital Ltd741$135K0.06%+3413F-HRTimeline
Beaird Harris Wealth Management, LLC739$135K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…735$134K0.01%-80113F-HRTimeline
Gleason Group, Inc.732$133K0.01%-5013F-HRTimeline
SHP Wealth Management728$133K0.01%+4313F-HRTimeline
Glen Eagle Advisors, LLC728$133K0.02%013F-HRTimeline
Clark Wealth Partners725$132K0.09%+513F-HRTimeline
Park Place Capital Corp722$132K0.03%+19513F-HRTimeline
MILLER WEALTH ADVISORS, LLC715$130K0.05%+413F-HRTimeline
TOWER TRUST & INVESTMENT Co714$130K0.09%013F-HRTimeline
Piscataqua Savings Bank714$130K0.09%013F-HRTimeline
2UniFi Bank710$129K0.06%013F-HRTimeline
Tower View Wealth Management LLC709$129K0.07%+14413F-HRTimeline
Golden State Wealth Management, LLC707$129K0.01%-33213F-HRTimeline
Riverview Trust Co703$128K0.16%-5813F-HRTimeline