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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

Filings received so far for Q3 2026: 128 13F filers report a position in PSX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Artemis Investment Management LLP210,381$53.7M0.47%+48,63413F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC129,559$33.1M1.19%-164,45413F-HRTimeline
Venture Visionary Partners LLC81,433$20.8M0.54%-4,00013F-HRTimeline
Farther Finance Advisors, LLC36,575$9.34M0.07%+2,87613F-HRTimeline
Mirador Capital Partners LP29,682$7.58M0.88%-17,61313F-HRTimeline
O'Keefe Stevens Advisory, Inc.28,851$7.37M1.51%+2,28313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,686$5.03M0.06%-5613F-HRTimeline
GAMMA Investing LLC18,535$4.73M0.16%+1,32913F-HRTimeline
Wedmont Private Capital15,064$4.24M0.1%+2,17013F-HRTimeline
NEVILLE RODIE & SHAW INC15,881$4.05M0.27%013F-HRTimeline
YHB Investment Advisors, Inc.13,829$3.53M0.22%-54213F-HRTimeline
Valeo Financial Advisors, LLC13,109$3.35M0.07%+34613F-HRTimeline
Monument Capital Management13,039$3.33M0.69%new13F-HRTimeline
ALKEME WEALTH, LLC10,990$2.81M1.06%-3,09513F-HRTimeline
Avidian Wealth Enterprises, LLC10,132$2.59M0.07%-1,63013F-HRTimeline
Bangor Savings Bank9,362$2.39M0.18%-73813F-HRTimeline
Capital Advisors Wealth Management, LLC9,261$2.36M0.27%+16413F-HRTimeline
Retireful, LLC8,007$2.04M1.76%new13F-HRTimeline
CX Institutional6,490$1.66M0.04%+65113F-HRTimeline
Everhart Financial Group, Inc.5,587$1.43M0.09%+17413F-HRTimeline
Rosenberg Matthew Hamilton5,106$1.3M0.23%013F-HRTimeline
Baring Financial LLC5,030$1.28M0.69%+313F-HRTimeline
Apella Capital, LLC4,668$1.27M0.02%+1,01213F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,816$1.23M0.13%-31013F-HRTimeline
Montecito Bank & Trust4,749$1.21M0.18%-33513F-HRTimeline
Veracity Capital LLC4,670$1.19M0.32%-2313F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,549$1.16M0.03%-17213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,516$1.15M0.17%-58813F-HRTimeline
Lincoln Capital LLC4,310$1.1M0.19%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,183$1.07M0.13%+65713F-HRTimeline
Investors Research Corp4,125$1.05M0.19%-52513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,628$926K0.08%+6713F-HRTimelineGroup
Biltmore Wealth Management, LLC3,557$908K0.28%-26313F-HRTimeline
Legacy Private Trust Co.3,405$869K0.05%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,089$789K0.21%-4013F-HRTimeline
Hamilton Capital, LLC3,024$772K0.04%-38513F-HRTimeline
Persium Advisors, LLC2,902$741K0.39%013F-HRTimeline
Versant Capital Management, Inc2,771$707K0.06%-113F-HRTimeline
Weaver Consulting Group2,564$655K0.13%-8713F-HRTimeline
Cooper Financial Group2,541$649K0.05%-1013F-HRTimeline
Successful Portfolios LLC2,402$647K0.3%-4913F-HRTimeline
Greenfield Savings Bank2,333$596K0.23%013F-HRTimeline
JACOBS & CO/CA2,307$589K0.05%013F-HRTimeline
Breakwater Capital Group2,255$576K0.07%-14713F-HRTimeline
LAWOOD & CO2,222$567K0.39%013F-HRTimeline
Cadent Capital Advisors, LLC2,175$555K0.12%+613F-HRTimeline
Worth Asset Management, LLC2,121$541K0.16%new13F-HRTimeline
Post Resch Tallon Group Inc.2,103$537K0.37%013F-HRTimeline
Elm3 Financial Group, LLC2,075$530K0.35%new13F-HRTimeline
Sound Income Strategies, LLC1,881$530K0.02%+7113F-HRTimeline
Defender Capital, LLC.2,036$520K0.16%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,030$518K0.04%-17513F-HRTimeline
DAVIDSON TRUST CO2,011$513K0.2%013F-HRTimeline
LifeGoal Investments, LLC2,003$511K0.16%+41713F-HRTimeline
CENTRAL BANK & TRUST CO1,990$508K0.07%013F-HRTimeline
Douglas Lane & Associates, LLC1,940$495K0.01%013F-HRTimeline
Gallagher Capital Advisors, LLC1,864$476K0.26%-713F-HRTimeline
Plan A Wealth LLC1,803$460K0.16%-2013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,495$399K0.06%-313F-HRTimeline
EASTERN BANK1,526$390K0.01%+17013F-HRTimeline
Bank of New Hampshire1,507$385K0.08%-1013F-HRTimeline
Hardin Capital Partners, LLC1,471$376K0.18%-10013F-HRTimeline
Green Ridge Wealth Planning LLC1,400$357K0.14%013F-HRTimeline
Acropolis Investment Management, LLC1,379$352K0.01%-3713F-HRTimeline
Coastline Trust Co1,369$350K0.03%-5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bullock Wealth Management Group1,321$349K0.14%-2313F-HRTimeline
Peoples Bank/KS1,355$346K0.34%-5013F-HRTimeline
Grove Bank & Trust1,317$336K0.03%013F-HRTimeline
SAPIENT CAPITAL LLC1,304$333K<0.01%+5313F-HRTimeline
General Partner, Inc.1,303$333K0.18%013F-HRTimeline
Stokes Capital Advisors, LLC1,300$332K0.07%-27513F-HRTimeline
Paragon Capital Management Ltd1,277$326K0.06%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,244$318K0.02%-16213F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.1,186$303K0.24%-1713F-HRTimeline
Kure Advisory, LLC1,172$299K0.14%new13F-HRTimeline
Sunburst Financial Group, LLC1,116$285K0.05%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,105$282K0.18%-14213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,100$281K0.03%new13F-HRTimeline
Martin Capital Partners, LLC1,087$278K0.1%-22,62213F-HRTimeline
Vann Equity Management LLC1,084$277K0.16%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,081$276K0.01%new13F-HRTimeline
Athena Wealth Management, LLC1,038$265K0.19%-19713F-HRTimeline
CHAPIN DAVIS, INC.1,021$261K0.05%new13F-HRTimeline
Bath Savings Trust Co1,001$256K0.03%new13F-HRTimeline
Roth Financial Partners LLC1,000$255K0.08%new13F-HRTimeline
CoreCap Advisors, LLC995$254K0.01%+11013F-HRTimeline
City Center Advisors, LLC985$251K0.19%new13F-HRTimeline
Trust Co985$251K0.02%013F-HRTimeline
Cambridge Financial Group, LLC1,471$249K0.08%013F-HRTimeline
Midwest Financial Partners Investments,…953$243K0.09%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST929$237K0.02%+6113F-HRTimeline
RVW Wealth, LLC928$237K0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC905$231K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC893$228K0.01%-10013F-HRTimeline
Balefire, LLC869$222K0.03%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC850$217K0.05%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC843$215K<0.01%-34813F-HRTimelineGroup
KFA Private Wealth Group, LLC810$207K0.05%new13F-HRTimeline
TrueWealth Advisors, LLC803$205K0.05%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC798$204K0.12%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$174K0.02%013F-HRTimeline
Sarver Vrooman Wealth Advisors533$136K0.08%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$128K0.01%013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC500$128K0.04%013F-HRTimeline
GK Wealth Management LLC384$98.2K0.06%new13F-HRTimeline
STEPH & CO276$70.5K0.02%013F-HRTimeline
Dorato Capital Management245$66.5K0.04%013F-HRTimeline
Bank & Trust Co217$55.4K0.03%013F-HRTimeline
GoalVest Advisory LLC200$51.1K0.01%013F-HRTimeline
Byrne Asset Management LLC173$45.7K0.03%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC155$39.7K0.01%+113F-HRTimeline
Olistico Wealth, LLC119$30.4K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA111$28.3K0.01%013F-HRTimeline
Roxbury Financial LLC111$28.3K0.02%+113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH82$20.9K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…82$20.9K0.01%-1713F-HRTimeline
Hickory Point Bank & Trust74$18.9K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC73$18.6K0.01%+213F-HRTimeline
ATWOOD & PALMER INC65$16.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.60$15.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC58$14.8K0.01%+713F-HRTimeline
Planning Strategies Inc.55$14K0.01%+213F-HRTimeline
Polaris Financial Partners54$14K0.01%13F-HRTimeline
Marquette Asset Management, LLC46$11.7K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.34$8.68K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC26$6.64K<0.01%+713F-HRTimeline
Davis Capital Management13$3.32K<0.01%+313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1$256<0.01%new13F-HRTimeline