Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PHILLIPS 66 · common stock · Q1 2026 · 24 members disclosed PSX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,729 holders are listed, largest first: 1,729
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $51.5B
holders whose share count rose or who opened the position (new + add), by shares: 839
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 93

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of PSX ranked by reported value, 1–25 of 1,729 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.8B	32,024,597	+1,105,250	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.8B	26,107,984	—	NO PRIOR
3	STATE STREET CORP	$4.7B	25,772,853	+2,183,303	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.0B	22,100,692	—	NO PRIOR
5	Elliott Investment Management L.P.	$3.5B	19,251,000	0	NO CHANGE
6	WELLS FARGO & COMPANY/MN	$2.5B	13,788,007	−364,865	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$1.9B	10,658,175	+244,351	ADD
8	HARRIS ASSOCIATES L P	$1.7B	9,134,428	−4,844,064	TRIM
9	MORGAN STANLEY	$1.3B	7,100,129	+308,705	ADD
10	Bank of New York Mellon Corp	$1.3B	6,879,213	−224,344	TRIM
11	FMR LLC	$788M	4,327,131	−136,701	TRIM
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$723M	3,968,562	+24,001	ADD
13	Invesco Ltd.	$722M	3,960,848	+90,450	ADD
14	NORTHERN TRUST CORP	$670M	3,676,074	−40,466	TRIM
15	Amundi	$668M	3,667,451	+1,403,493	ADD
16	AQR CAPITAL MANAGEMENT LLC	$616M	3,383,523	+121,041	ADD
17	UBS Group AG	$574M	3,149,505	+65,818	ADD
18	BANK OF AMERICA CORP /DE/	$541M	2,971,036	+35,167	ADD
19	DIMENSIONAL FUND ADVISORS LP	$517M	2,839,278	+42,671	ADD
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$423M	2,321,649	−68,779	TRIM
21	VANGUARD FIDUCIARY TRUST CO	$414M	2,269,903	—	NO PRIOR
22	Legal & General Group Plc	$363M	1,991,832	−64,552	TRIM
23	Nuveen, LLC	$311M	1,705,721	+359,887	ADD
24	Boston Partners	$301M	1,651,820	+267,472	ADD
25	ROYAL BANK OF CANADA	$271M	1,489,962	−108,373	TRIM

Show the top 500 of 1,729 holders

13F holders of PSX ranked by reported value, 26–500 of 1,729 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	RAYMOND JAMES FINANCIAL INC	$254M	1,392,167	−116,450	TRIM
27	DEUTSCHE BANK AG\	$241M	1,321,535	+271,764	ADD
28	Mariner, LLC	$223M	1,222,327	+42,939	ADD
29	MILLENNIUM MANAGEMENT LLC	$218M	1,194,043	+952,144	ADD
30	Swiss National Bank	$215M	1,182,450	+75,100	ADD
31	JACOBS LEVY EQUITY MANAGEMENT, INC	$188M	1,029,791	−183,844	TRIM
32	ENVESTNET ASSET MANAGEMENT INC	$187M	1,027,210	−283,055	TRIM
33	CANADA PENSION PLAN INVESTMENT BOARD	$182M	999,314	+380,173	ADD
34	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$179M	981,432	−35,888	TRIM
35	Mitsubishi UFJ Asset Management Co., Ltd.	$167M	916,943	+70,908	ADD
36	WELLINGTON MANAGEMENT GROUP LLP	$165M	904,814	+501,161	ADD
37	Vanguard Global Advisers, LLC	$164M	899,110	—	NO PRIOR
38	LPL Financial LLC	$162M	887,797	−6,646	TRIM
39	HSBC HOLDINGS PLC	$161M	883,907	−837,011	TRIM
40	Sumitomo Mitsui Trust Group, Inc.	$157M	862,141	−44,989	TRIM
41	NewEdge Advisors, LLC	$150M	824,364	+824,364	NEW
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$145M	796,505	+796,505	NEW
43	ADAGE CAPITAL PARTNERS GP, L.L.C.	$142M	781,001	+42,200	ADD
44	BARCLAYS PLC	$138M	759,668	+160,930	ADD
45	VANGUARD ASSET MANAGEMENT, Ltd	$138M	756,628	—	NO PRIOR
46	BANK OF MONTREAL /CAN/	$132M	726,489	+6,363	ADD
47	Corient Private Wealth LLC	$129M	706,748	−742,404	TRIM
48	TRUIST FINANCIAL CORP	$127M	698,272	+23,188	ADD
49	National Pension Service	$127M	698,069	+698,069	NEW
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$125M	687,713	−14,628	TRIM
51	AMERICAN CENTURY COMPANIES INC	$125M	684,461	+568,363	ADD
52	FRANKLIN RESOURCES INC	$121M	666,040	+451,185	ADD
53	MACKENZIE FINANCIAL CORP	$117M	644,710	+583,218	ADD
54	Qube Research & Technologies Ltd	$116M	634,790	+634,790	NEW
55	AMERIPRISE FINANCIAL INC	$103M	565,575	+44,325	ADD
56	Squarepoint Ops LLC	$102M	562,185	+293,141	ADD
57	Focus Partners Wealth	$98.0M	538,005	+22,096	ADD
58	CITADEL ADVISORS LLC	$95.5M	523,970	−749,074	TRIM
59	Freestone Grove Partners LP	$90.7M	498,027	+147,547	ADD
60	M&T BANK CORP	$86.8M	476,207	−2,832	TRIM
61	PRUDENTIAL FINANCIAL INC	$86.3M	473,785	−9,754	TRIM
62	PRINCIPAL FINANCIAL GROUP INC	$85.6M	470,073	−49,310	TRIM
63	BAHL & GAYNOR INC	$82.6M	453,222	−119,121	TRIM
64	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$80.3M	440,938	−930,866	TRIM
65	Recurrent Investment Advisors LLC	$75.4M	414,064	−40,677	TRIM
66	ALLIANCEBERNSTEIN L.P.	$71.7M	555,423	−71,746	TRIM
67	CITIGROUP INC	$69.8M	383,134	−87,058	TRIM
68	Holocene Advisors, LP	$69.6M	382,100	−991,550	TRIM
69	AVIVA PLC	$69.3M	380,306	+13,486	ADD
70	VICTORY CAPITAL MANAGEMENT INC	$68.1M	373,722	−683,790	TRIM
71	TEACHER RETIREMENT SYSTEM OF TEXAS	$65.4M	358,832	+268,006	ADD
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$64.8M	355,551	−8,570	TRIM
73	FEDERATED HERMES, INC.	$62.5M	342,845	+245,134	ADD
74	Korea Investment CORP	$62.1M	340,674	+26,947	ADD
75	HighTower Advisors, LLC	$61.3M	336,509	−33,077	TRIM
76	TD ASSET MANAGEMENT INC	$58.7M	322,067	−4,250	TRIM
77	DAVIS R M INC	$58.0M	318,620	−5,259	TRIM
78	Creative Planning	$55.9M	307,033	+26,403	ADD
79	SEI INVESTMENTS CO	$55.6M	304,954	−71,417	TRIM
80	Encompass Capital Advisors LLC	$55.5M	304,700	+304,700	NEW
81	ZWJ INVESTMENT COUNSEL INC	$53.7M	295,031	+6,836	ADD
82	Quantinno Capital Management LP	$53.7M	294,580	+26,428	ADD
83	NATIONAL BANK OF CANADA /FI/	$53.1M	291,358	−72,763	TRIM
84	Assenagon Asset Management S.A.	$50.8M	278,659	+252,363	ADD
85	IEQ CAPITAL, LLC	$50.6M	277,608	+13,348	ADD
86	FIRST TRUST ADVISORS LP	$50.5M	277,463	+79,349	ADD
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$50.1M	274,978	−30,773	TRIM
88	Robeco Institutional Asset Management B.V.	$47.9M	262,974	+72,535	ADD
89	&PARTNERS	$47.9M	263,210	−18,367	TRIM
90	Cetera Investment Advisers	$47.0M	258,194	+20,322	ADD
91	STIFEL FINANCIAL CORP	$46.2M	253,785	−156,744	TRIM
92	CIBC WORLD MARKET INC.	$45.8M	251,463	−14,379	TRIM
93	Pictet Asset Management Holding SA	$43.9M	241,073	+26,794	ADD
94	Empyrean Capital Partners, LP	$43.0M	236,200	−28,600	TRIM
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$42.4M	233,081	+5,713	ADD
96	US BANCORP \DE\	$42.0M	230,635	−5,712	TRIM
97	OFI INVEST ASSET MANAGEMENT	$42.0M	264,186	+76,578	ADD
98	STATE OF WISCONSIN INVESTMENT BOARD	$41.0M	225,134	−30,977	TRIM
99	Stack Financial Management, Inc	$39.6M	217,285	−188	TRIM
100	OSAIC HOLDINGS, INC.	$39.4M	215,899	+577	ADD
101	COMMONWEALTH EQUITY SERVICES, LLC	$38.3M	210,092	−1,825	TRIM
102	Advisory Resource Group	$37.9M	208,116	−30,171	TRIM
103	BLAIR WILLIAM & CO/IL	$37.7M	206,924	+3,850	ADD
104	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$37.3M	204,654	+15,701	ADD
105	Cerity Partners LLC	$37.2M	204,113	−152,753	TRIM
106	TCTC Holdings, LLC	$36.9M	202,528	−5,452	TRIM
107	Chevy Chase Trust Holdings, LLC	$36.6M	201,009	−6,016	TRIM
108	CIBC Bancorp USA Inc.	$34.4M	188,736	—	NO PRIOR
109	Vanguard Investments Australia, Ltd.	$34.2M	187,708	—	NO PRIOR
110	NFJ INVESTMENT GROUP, LLC	$34.0M	186,564	+123,990	ADD
111	Allianz Asset Management GmbH	$33.1M	181,779	−222,238	TRIM
112	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$32.8M	180,100	−10,800	TRIM
113	NISA INVESTMENT ADVISORS, LLC	$32.4M	178,031	−528	TRIM
114	Zurcher Kantonalbank (Zurich Cantonalbank)	$32.3M	177,529	+177,529	NEW
115	Allspring Global Investments Holdings, LLC	$31.9M	181,468	+42,454	ADD
116	ROYAL LONDON ASSET MANAGEMENT LTD	$31.2M	171,097	−12,073	TRIM
117	Mitsubishi UFJ Trust & Banking Corp	$30.8M	169,095	−14,612	TRIM
118	Asset Management One Co., Ltd.	$30.5M	167,584	−13,322	TRIM
119	NEW YORK STATE COMMON RETIREMENT FUND	$29.8M	163,500	0	NO CHANGE
120	MML INVESTORS SERVICES, LLC	$28.9M	158,624	−26,504	TRIM
121	ADAMS NATURAL RESOURCES FUND, INC.	$28.3M	155,475	0	NO CHANGE
122	Bridgewater Associates, LP	$27.9M	153,254	+95,737	ADD
123	Rockefeller Capital Management L.P.	$27.4M	150,663	+267	ADD
124	SIR Capital Management, L.P.	$27.2M	149,104	+42,174	ADD
125	NOMURA ASSET MANAGEMENT CO LTD	$26.5M	145,421	−1,987	TRIM
126	TORRAY INVESTMENT PARTNERS LLC	$25.7M	141,031	−65,564	TRIM
127	GLENMEDE TRUST CO NA	$25.5M	140,173	−3,104	TRIM
128	Steward Partners Investment Advisory, LLC	$25.4M	139,646	+30,562	ADD
129	CWM, LLC	$24.9M	136,709	+3,630	ADD
130	State of New Jersey Common Pension Fund D	$24.9M	136,511	0	NO CHANGE
131	Aberdeen Group plc	$24.7M	135,728	+8,622	ADD
132	KEYBANK NATIONAL ASSOCIATION/OH	$24.2M	132,743	−45	TRIM
133	Wallington Asset Management, LLC	$24.2M	132,695	−3,937	TRIM
134	American Assets Investment Management, LLC	$23.8M	130,800	0	NO CHANGE
135	CREDIT AGRICOLE S A	$23.5M	128,939	+22,967	ADD
136	MERCER GLOBAL ADVISORS INC /ADV	$23.5M	128,746	+17,919	ADD
137	FIFTH THIRD BANCORP	$23.3M	128,156	+108,248	ADD
138	WORLDQUANT MILLENNIUM ADVISORS LLC	$23.3M	127,641	−139,113	TRIM
139	Resona Asset Management Co.,Ltd.	$23.2M	126,880	+1,374	ADD
140	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$22.7M	124,328	−3,453	TRIM
141	BNP Paribas Asset Management Holding S.A.	$22.5M	123,707	+11,367	ADD
142	Baird Financial Group, Inc.	$22.4M	122,794	+122,794	NEW
143	Empowered Funds, LLC	$22.3M	122,663	+122,663	NEW
144	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$21.9M	144,581	−6,645	TRIM
145	Rafferty Asset Management, LLC	$21.7M	119,172	+7,756	ADD
146	TORONTO DOMINION BANK	$21.7M	119,082	−16,627	TRIM
147	KESTRA PRIVATE WEALTH SERVICES, LLC	$21.5M	118,118	+1,180	ADD
148	Trexquant Investment LP	$21.3M	116,907	+76,368	ADD
149	PUBLIC SECTOR PENSION INVESTMENT BOARD	$20.9M	114,579	+11,996	ADD
150	Zurich Insurance Group Ltd/FI	$20.7M	113,704	+113,704	NEW
151	Verity & Verity, LLC	$20.5M	112,574	+3,629	ADD
152	Arizona State Retirement System	$20.1M	110,422	−2,925	TRIM
153	Czech National Bank	$20.0M	109,734	+3,489	ADD
154	Richard C. Young & CO., LTD.	$19.9M	108,194	+14,537	ADD
155	Alyeska Investment Group, L.P.	$19.2M	105,500	−380,074	TRIM
156	STATE OF MICHIGAN RETIREMENT SYSTEM	$19.2M	105,212	−300	TRIM
157	ExodusPoint Capital Management, LP	$18.6M	102,115	+38,529	ADD
158	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$18.2M	100,000	0	NO CHANGE
159	OpenArc Corporate Advisory, LLC	$17.8M	97,680	−502	TRIM
160	D.A. DAVIDSON & CO.	$17.8M	97,452	−774	TRIM
161	ASSOCIATED BANC-CORP	$17.7M	97,319	+477	ADD
162	CIBC Asset Management Inc	$17.7M	97,308	+1,423	ADD
163	OPPENHEIMER ASSET MANAGEMENT INC.	$17.6M	96,515	+1,696	ADD
164	BANK OF NOVA SCOTIA	$17.3M	94,725	−51,775	TRIM
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$17.1M	93,858	+136	ADD
166	DnB Asset Management AS	$16.9M	92,980	+7,937	ADD
167	Eldred Rock Partners, LLC	$16.7M	91,834	+1,793	ADD
168	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$16.7M	91,563	−2,928	TRIM
169	GREAT LAKES ADVISORS, LLC	$16.4M	90,165	+43,169	ADD
170	VOYA INVESTMENT MANAGEMENT LLC	$16.4M	89,786	−5,463	TRIM
171	MATTERN CAPITAL MANAGEMENT, LLC	$16.1M	88,599	−1,850	TRIM
172	Kestra Advisory Services, LLC	$15.9M	87,095	−1,098	TRIM
173	PANAGORA ASSET MANAGEMENT INC	$15.9M	87,036	+80,743	ADD
174	Daiwa Securities Group Inc.	$15.8M	86,903	−52	TRIM
175	DAYMARK WEALTH PARTNERS, LLC	$15.8M	86,836	−199	TRIM
176	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$15.8M	86,599	−16,365	TRIM
177	Retirement Systems of Alabama	$15.6M	85,564	−151	TRIM
178	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.5M	84,974	−189,392	TRIM
179	SKBA CAPITAL MANAGEMENT LLC	$15.2M	83,235	0	NO CHANGE
180	HUB Investment Partners, LLC	$15.1M	82,802	−8,422	TRIM
181	Mirae Asset Global Investments Co., Ltd.	$15.1M	82,755	+12,416	ADD
182	Merewether Investment Management, LP	$15.0M	82,300	+82,300	NEW
183	Sanctuary Advisors, LLC	$14.9M	81,916	−868	TRIM
184	Aventail Capital Group, LP	$14.8M	81,469	−47,580	TRIM
185	Venture Visionary Partners LLC	$14.8M	81,244	−15,300	TRIM
186	Ensign Peak Advisors, Inc	$14.6M	80,357	+12,468	ADD
187	MARTINGALE ASSET MANAGEMENT L P	$14.5M	79,721	+74,298	ADD
188	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$14.5M	79,467	+51,895	ADD
189	Woodline Partners LP	$14.4M	78,919	+10,151	ADD
190	Advisors Capital Management, LLC	$14.4M	78,838	+4,987	ADD
191	MARCO INVESTMENT MANAGEMENT LLC	$14.1M	77,511	−145	TRIM
192	Illinois Municipal Retirement Fund	$14.1M	77,510	−28,659	TRIM
193	GUGGENHEIM CAPITAL LLC	$13.8M	75,551	+11,454	ADD
194	ADELL HARRIMAN & CARPENTER INC	$13.7M	75,320	+3,105	ADD
195	Gotham Asset Management, LLC	$13.5M	74,274	−283	TRIM
196	ProShare Advisors LLC	$13.5M	73,847	−14,254	TRIM
197	Energy Income Partners, LLC	$13.4M	73,405	+59,904	ADD
198	BROWN ADVISORY INC	$13.3M	72,735	+4,382	ADD
199	ZACKS INVESTMENT MANAGEMENT	$13.2M	72,664	+4,250	ADD
200	Sienna Gestion	$13.2M	71,013	+60,789	ADD
201	B. Metzler seel. Sohn & Co. AG	$13.2M	72,496	−139	TRIM
202	Calamos Advisors LLC	$13.1M	72,161	+3,024	ADD
203	Vanguard Personalized Indexing Management, LLC	$13.1M	71,722	+6,189	ADD
204	Wealthfront Advisers LLC	$13.0M	71,498	+977	ADD
205	Bryn Mawr Trust Advisors, LLC	$12.9M	70,700	−3,301	TRIM
206	XPONANCE LLC	$12.8M	70,272	+9,262	ADD
207	Visionary Wealth Advisors	$12.7M	69,768	−3,470	TRIM
208	Quadrature Capital Ltd	$12.5M	68,846	+58,520	ADD
209	Sterling Capital Management LLC	$12.5M	68,720	−4,000	TRIM
210	Swiss Life Asset Management Ltd	$12.5M	68,509	+7,413	ADD
211	Lighthouse Investment Partners, LLC	$12.3M	67,500	−894	TRIM
212	IFM Investors Pty Ltd	$12.2M	66,891	+4,750	ADD
213	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$12.1M	66,252	−1,435	TRIM
214	Pathstone Holdings, LLC	$12.0M	65,623	−1,049	TRIM
215	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$11.9M	65,523	+65,523	NEW
216	Utah Retirement Systems	$11.9M	65,494	−1,610	TRIM
217	Concurrent Investment Advisors, LLC	$11.7M	64,489	+7,833	ADD
218	Eurizon Capital SGR S.p.A.	$11.6M	63,774	−1,085	TRIM
219	FIRST MANHATTAN CO. LLC.	$11.6M	63,700	+8,206	ADD
220	Allworth Financial LP	$11.3M	61,865	+174	ADD
221	FOUNDATION RESOURCE MANAGEMENT INC	$11.3M	61,813	−987	TRIM
222	Nordwand Advisors, LLC	$11.2M	61,296	+2,970	ADD
223	Man Group plc	$11.1M	60,749	+7,504	ADD
224	Rakuten Investment Management, Inc.	$11.1M	59,798	+6,743	ADD
225	LBP AM SA	$11.0M	60,492	+4,112	ADD
226	Advisors Asset Management, Inc.	$10.8M	59,367	+6,278	ADD
227	TD Waterhouse Canada Inc.	$10.5M	60,091	+1,747	ADD
228	Cypress Capital Group	$10.5M	57,688	−377	TRIM
229	NEOS Investment Management LLC	$10.5M	57,642	+3,053	ADD
230	AG2R LA MONDIALE GESTION D'ACTIFS	$10.4M	56,853	+753	ADD
231	Telos Capital Management, Inc.	$10.3M	56,791	−1,012	TRIM
232	MAI Capital Management	$10.3M	56,365	+3,002	ADD
233	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.2M	55,999	+724	ADD
234	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.1M	55,531	−16,059	TRIM
235	MACQUARIE GROUP LTD	$10.1M	55,477	+519	ADD
236	USS Investment Management Ltd	$10.0M	55,077	0	NO CHANGE
237	ICON ADVISERS INC/CO	$9.7M	53,417	0	NO CHANGE
238	Generali Asset Management SPA SGR	$9.7M	53,307	−3,340	TRIM
239	NATIXIS	$9.6M	52,438	−376,733	TRIM
240	CCM INVESTMENT ADVISERS LLC	$9.5M	52,177	−42,397	TRIM
241	COMMERCE BANK	$9.5M	52,002	+5,687	ADD
242	ING GROEP NV	$9.5M	51,965	+5,893	ADD
243	YOUSIF CAPITAL MANAGEMENT, LLC	$9.5M	51,943	−1,708	TRIM
244	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.4M	51,866	+1,030	ADD
245	NISSAY ASSET MANAGEMENT CORP /JAPAN	$9.4M	51,637	+572	ADD
246	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.2M	50,767	+12,519	ADD
247	RBF Capital, LLC	$9.1M	50,000	−50,000	TRIM
248	Stablepoint Partners, LLC	$8.9M	48,615	+226	ADD
249	KORNITZER CAPITAL MANAGEMENT INC /KS	$8.8M	48,264	−498	TRIM
250	Aptus Capital Advisors, LLC	$8.8M	48,204	+24	ADD
251	LEAVELL INVESTMENT MANAGEMENT, INC.	$8.6M	47,262	+810	ADD
252	Mirador Capital Partners LP	$8.6M	47,045	−3,504	TRIM
253	Providence Capital Advisors, LLC	$8.5M	46,500	+46,500	NEW
254	Royal Fund Management, LLC	$8.4M	46,312	−7,589	TRIM
255	Scissortail Wealth Management, LLC	$8.4M	46,170	−1,308	TRIM
256	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.4M	46,160	0	NO CHANGE
257	Beacon Pointe Advisors, LLC	$8.3M	45,516	+6,218	ADD
258	QRG CAPITAL MANAGEMENT, INC.	$8.3M	45,409	+26,245	ADD
259	SALEM INVESTMENT COUNSELORS INC	$8.3M	45,404	−637	TRIM
260	MCDONALD PARTNERS LLC	$8.2M	45,090	+27,026	ADD
261	Verition Fund Management LLC	$8.0M	44,101	+36,639	ADD
262	LEVEL FOUR ADVISORY SERVICES, LLC	$8.0M	43,985	−4,056	TRIM
263	Kingsview Wealth Management, LLC	$8.0M	43,721	+746	ADD
264	Atlantic Union Bankshares Corp	$7.8M	43,058	−1,221	TRIM
265	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.8M	42,849	−408	TRIM
266	Disciplined Investments, LLC	$7.8M	42,781	−2,710	TRIM
267	Vontobel Holding Ltd.	$7.7M	42,377	+2,893	ADD
268	Trajan Wealth LLC	$7.7M	42,224	+257	ADD
269	Sovereign Investment Advisors, LLC	$7.7M	42,129	+188	ADD
270	Rodgers Brothers Inc.	$7.6M	41,948	−20,290	TRIM
271	OPPENHEIMER & CO INC	$7.6M	41,684	−2,397	TRIM
272	Alley Investment Management Company, LLC	$7.6M	41,647	−544	TRIM
273	COLDSTREAM CAPITAL MANAGEMENT INC	$7.6M	41,492	+1,490	ADD
274	Lido Advisors, LLC	$7.6M	41,460	−5,510	TRIM
275	KING LUTHER CAPITAL MANAGEMENT CORP	$7.5M	41,397	−457	TRIM
276	Kesler, Norman & Wride, LLC	$7.5M	41,170	−61	TRIM
277	SHERMAN PORFOLIOS, LLC	$7.4M	40,572	+1,334	ADD
278	Texas Yale Capital Corp.	$7.3M	40,323	0	NO CHANGE
279	NAVELLIER & ASSOCIATES INC	$7.3M	40,267	−1,495	TRIM
280	AlTi Global, Inc.	$7.3M	42,629	0	NO CHANGE
281	Artemis Investment Management LLP	$7.3M	39,910	+39,910	NEW
282	CUTLER INVESTMENT COUNSEL LLC	$7.2M	39,285	+39,285	NEW
283	Janus Henderson Group Ltd.	$7.2M	39,267	+16,414	ADD
284	MONTGOMERY INVESTMENT MANAGEMENT INC	$7.1M	38,699	−199	TRIM
285	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.0M	38,227	+451	ADD
286	HB Wealth Management, LLC	$6.9M	38,070	+3,604	ADD
287	MidFirst Bank	$6.9M	37,953	−420	TRIM
288	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$6.9M	37,656	+6,938	ADD
289	HM PAYSON & CO	$6.9M	37,624	−4,540	TRIM
290	OLD NATIONAL BANCORP /IN/	$6.8M	37,575	−194	TRIM
291	San Luis Wealth Advisors LLC	$6.8M	37,375	−3,664	TRIM
292	PARSONS CAPITAL MANAGEMENT INC/RI	$6.8M	37,324	+11,354	ADD
293	Sequoia Financial Advisors, LLC	$6.8M	37,182	+566	ADD
294	Jain Global LLC	$6.7M	36,568	−59,865	TRIM
295	Pinnacle Financial Partners, Inc.	$6.7M	36,547	+8,229	ADD
296	NewSquare Capital LLC	$6.6M	36,288	−517	TRIM
297	BRADY FAMILY WEALTH, LLC	$6.6M	36,218	+1,431	ADD
298	OMERS ADMINISTRATION Corp	$6.6M	36,146	+5,894	ADD
299	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.6M	35,984	−1,110	TRIM
300	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.5M	35,942	+35,942	NEW
301	Dakota Wealth Management	$6.5M	35,747	−10,919	TRIM
302	Merit Financial Group, LLC	$6.5M	35,746	+4,189	ADD
303	FARMERS & MERCHANTS INVESTMENTS INC	$6.5M	35,597	−202	TRIM
304	Kenora Financial, LLC	$6.3M	34,757	0	NO CHANGE
305	Compass Wealth Management LLC	$6.3M	34,737	−2,875	TRIM
306	TICINO WEALTH	$6.3M	33,194	−4,081	TRIM
307	UniSuper Management Pty Ltd	$6.3M	34,447	−1,645	TRIM
308	Prospera Financial Services Inc	$6.3M	34,422	−39	TRIM
309	Waverly Advisors, LLC	$6.3M	34,340	−467	TRIM
310	Independent Advisor Alliance	$6.2M	34,182	+1,862	ADD
311	Convergence Investment Partners, LLC	$6.2M	34,038	+11,343	ADD
312	SevenBridge Financial Group, LLC	$6.2M	38,469	−27	TRIM
313	Alpha Omega Wealth Management LLC	$6.2M	33,820	−5,309	TRIM
314	PINNACLE ASSOCIATES LTD	$6.1M	33,413	−1,866	TRIM
315	MEYER HANDELMAN CO	$6.0M	33,072	0	NO CHANGE
316	Private Advisor Group, LLC	$6.0M	33,071	+513	ADD
317	READYSTATE ASSET MANAGEMENT LP	$5.9M	32,406	+32,406	NEW
318	CHATHAM CAPITAL GROUP, INC.	$5.9M	32,280	−20	TRIM
319	Composition Wealth, LLC	$5.9M	32,117	−696	TRIM
320	Corigliano Investment Advisers, LLC	$5.8M	32,000	+32,000	NEW
321	Stratos Investment Management, LLC	$5.8M	31,672	−1,056	TRIM
322	Gladstone Institutional Advisory LLC	$5.7M	31,386	−2,435	TRIM
323	Focus Partners Advisor Solutions, LLC	$5.7M	31,183	+2,360	ADD
324	Catherine Avery Investment Management LLC	$5.6M	30,991	+7,775	ADD
325	BENJAMIN EDWARDS INC	$5.6M	30,942	−65	TRIM
326	Mesirow Financial Investment Management, Inc.	$5.6M	30,802	+15,696	ADD
327	Glass Wealth Management Co LLC	$5.5M	30,399	+800	ADD
328	Elo Mutual Pension Insurance Co	$5.5M	30,347	+30,347	NEW
329	PINKERTON WEALTH, LLC	$5.5M	42,791	−497	TRIM
330	Carnegie Investment Counsel	$5.5M	30,140	−134	TRIM
331	D. E. Shaw & Co., Inc.	$5.4M	29,386	+25,259	ADD
332	IHT Wealth Management, LLC	$5.3M	29,318	+13,992	ADD
333	OP Asset Management Ltd	$5.3M	29,286	—	NO PRIOR
334	Norinchukin Bank, The	$5.3M	29,056	+29	ADD
335	Investment Management Corp of Ontario	$5.3M	28,835	−5,495	TRIM
336	UMB Bank, n.a.	$5.2M	28,591	−1,835	TRIM
337	Cardinal Capital Management	$5.2M	28,519	+28,519	NEW
338	OneDigital Investment Advisors LLC	$5.1M	27,805	−1,034	TRIM
339	DRW Securities, LLC	$5.1M	27,748	+27,748	NEW
340	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$5.0M	27,226	−8,988	TRIM
341	FIRST FINANCIAL BANKSHARES INC	$5.0M	27,202	−1,640	TRIM
342	JANE STREET GROUP, LLC	$5.0M	27,192	+10,916	ADD
343	ELLERSON GROUP INC /ADV	$4.9M	26,856	−1,845	TRIM
344	Principle Wealth Partners LLC	$4.8M	26,228	+24	ADD
345	Ramirez Asset Management, Inc.	$4.8M	26,202	+1,200	ADD
346	GERMAN AMERICAN BANCORP, INC.	$4.7M	26,031	−2,491	TRIM
347	BEACON FINANCIAL GROUP	$4.7M	26,009	—	NO PRIOR
348	Citizens National Bank Trust Department	$4.7M	25,871	−186	TRIM
349	DAVENPORT & Co LLC	$4.7M	25,712	−788	TRIM
350	BTC Capital Management, Inc.	$4.7M	25,641	+2,184	ADD
351	Summit Trail Advisors, LLC	$4.6M	25,364	+4,192	ADD
352	Americana Partners, LLC	$4.6M	25,347	+3,260	ADD
353	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.6M	25,306	+9,378	ADD
354	O'Keefe Stevens Advisory, Inc.	$4.6M	25,284	+277	ADD
355	Metis Global Partners, LLC	$4.6M	25,156	−1,287	TRIM
356	CENTRAL TRUST Co	$4.6M	25,043	−852	TRIM
357	Rockline Wealth Management, LLC	$4.5M	24,925	−316	TRIM
358	Brevan Howard Capital Management LP	$4.5M	24,894	+18,266	ADD
359	Orion Porfolio Solutions, LLC	$4.5M	24,439	−3,720	TRIM
360	Mader & Shannon Wealth Management, Inc.	$4.5M	24,429	+3,768	ADD
361	MIZUHO SECURITIES USA LLC	$4.4M	24,358	−4,980	TRIM
362	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$4.4M	24,316	−5,431	TRIM
363	Equitable Holdings, Inc.	$4.4M	29,514	+13,285	ADD
364	ABN AMRO INVESTMENT SOLUTIONS	$4.4M	24,041	+3,147	ADD
365	JOHNSON INVESTMENT COUNSEL INC	$4.3M	23,729	−798	TRIM
366	CHOREO, LLC	$4.3M	23,681	−17	TRIM
367	Candriam S.C.A.	$4.3M	23,639	+684	ADD
368	Quotient Wealth Partners, LLC	$4.3M	23,545	−6,832	TRIM
369	U.S. Capital Wealth Advisors, LLC	$4.2M	23,182	−2,302	TRIM
370	AZZAD ASSET MANAGEMENT INC /ADV	$4.2M	23,095	+259	ADD
371	Walleye Capital LLC	$4.2M	23,050	+2,727	ADD
372	XTX Topco Ltd	$4.2M	22,948	+6,682	ADD
373	BAXTER BROS INC	$4.2M	22,846	−1,490	TRIM
374	FIRST NATIONAL BANK OF OMAHA	$4.2M	22,752	−786	TRIM
375	EQUITABLE TRUST CO	$4.1M	22,344	+101	ADD
376	Crossmark Global Holdings, Inc.	$4.0M	22,141	—	NO PRIOR
377	Diversified Trust Co	$4.0M	22,121	−6,700	TRIM
378	EXENCIAL WEALTH ADVISORS, LLC	$4.0M	21,959	−450	TRIM
379	TOCQUEVILLE ASSET MANAGEMENT L.P.	$4.0M	21,822	−1,107	TRIM
380	WISCONSIN CAPITAL MANAGEMENT LLC	$4.0M	21,702	+4,487	ADD
381	Tidal Investments LLC	$3.9M	21,538	+4,887	ADD
382	KMG FIDUCIARY PARTNERS, LLC	$3.9M	21,413	+124	ADD
383	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.9M	21,164	+60	ADD
384	Ameritas Investment Partners, Inc.	$3.8M	21,052	−273	TRIM
385	Vident Advisory, LLC	$3.8M	20,872	+4,500	ADD
386	Argyle Capital Management, LLC	$3.8M	20,867	0	NO CHANGE
387	DCM Advisors, LLC	$3.8M	20,845	−90	TRIM
388	Huntleigh Advisors, Inc.	$3.8M	20,837	+1,220	ADD
389	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.8M	20,687	+6	ADD
390	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.7M	20,155	−253	TRIM
391	Maryland State Retirement & Pension System	$3.7M	20,151	0	NO CHANGE
392	Legato Capital Management LLC	$3.6M	20,000	+7,060	ADD
393	Federation des caisses Desjardins du Quebec	$3.6M	19,976	−6,130	TRIM
394	Midwest Trust Co	$3.6M	19,880	−269	TRIM
395	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	19,703	+7,307	ADD
396	First Nebraska Trust Co	$3.6M	19,793	—	NO PRIOR
397	AGMAN CAPITAL LLC	$3.6M	19,702	−3,700	TRIM
398	Farringdon Capital, Ltd.	$3.6M	19,535	+19,535	NEW
399	SILVERCREST ASSET MANAGEMENT GROUP LLC	$3.6M	19,506	−976	TRIM
400	NorthCrest Asset Manangement, LLC	$3.5M	20,143	−6,925	TRIM
401	BECKER CAPITAL MANAGEMENT INC	$3.5M	19,191	−164	TRIM
402	Savant Capital, LLC	$3.5M	19,174	+1,122	ADD
403	SWS Partners	$3.5M	19,146	−397	TRIM
404	Stratos Wealth Partners, LTD.	$3.5M	19,096	−185	TRIM
405	PROFUND ADVISORS LLC	$3.5M	19,060	+4,977	ADD
406	Mediolanum International Funds Ltd	$3.4M	18,611	+222	ADD
407	Sendero Wealth Management, LLC	$3.4M	18,681	−4,182	TRIM
408	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$3.4M	19,374	−3,619	TRIM
409	Caldwell Trust Co	$3.4M	18,575	+1,186	ADD
410	Laird Norton Wetherby Trust Company, LLC	$3.4M	18,543	+11	ADD
411	GC Wealth Management RIA, LLC	$3.4M	18,481	−826	TRIM
412	Atria Investments, Inc	$3.4M	18,413	+709	ADD
413	Geneos Wealth Management Inc.	$3.3M	18,367	−2,866	TRIM
414	GATEWAY INVESTMENT ADVISERS LLC	$3.3M	18,244	+4,651	ADD
415	Bank OZK	$3.3M	18,223	+1,371	ADD
416	Cherokee Insurance Co	$3.3M	18,150	0	NO CHANGE
417	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$3.3M	17,959	−460	TRIM
418	Cresset Asset Management, LLC	$3.2M	17,654	−1,673	TRIM
419	EP Wealth Advisors, LLC	$3.2M	17,633	−759	TRIM
420	Procyon Advisors, LLC	$3.2M	17,442	−182	TRIM
421	New Age Alpha Advisors, LLC	$3.2M	17,387	−4,455	TRIM
422	WESTWOOD HOLDINGS GROUP INC	$3.2M	17,378	+4,492	ADD
423	Machina Capital S.A.S.	$3.1M	17,282	+9,768	ADD
424	Caprock Group, LLC	$3.1M	17,267	−1,082	TRIM
425	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$3.1M	17,252	0	NO CHANGE
426	BARTLETT & CO. WEALTH MANAGEMENT LLC	$3.1M	17,577	+563	ADD
427	Ethic Inc.	$3.1M	17,195	+381	ADD
428	Brookstone Capital Management	$3.1M	17,140	−1,154	TRIM
429	Wilmington Savings Fund Society, FSB	$3.1M	17,137	−300	TRIM
430	Dai-ichi Life Insurance Company, Ltd	$3.1M	17,016	−713	TRIM
431	Mutual Advisors, LLC	$3.1M	16,983	−273	TRIM
432	OPUS INVESTMENT MANAGEMENT INC	$3.1M	16,900	−16,900	TRIM
433	TWIN CAPITAL MANAGEMENT INC	$3.1M	16,886	+23	ADD
434	Brooklyn Investment Group	$3.1M	16,776	+1,889	ADD
435	PFW Advisors LLC	$3.1M	16,771	−383	TRIM
436	Northside Capital Management, LLC	$3.0M	16,725	0	NO CHANGE
437	AUXIER ASSET MANAGEMENT LLC	$3.0M	16,633	−100	TRIM
438	Osmosis Investment Management UK Ltd	$3.0M	16,599	−181	TRIM
439	MUFG Securities EMEA plc	$3.0M	16,518	0	NO CHANGE
440	Koshinski Asset Management, Inc.	$3.0M	16,481	+605	ADD
441	PATTEN & PATTEN INC/TN	$3.0M	16,363	−230	TRIM
442	INTECH INVESTMENT MANAGEMENT LLC	$3.0M	16,235	+3,866	ADD
443	Engineers Gate Manager LP	$3.0M	16,231	−10,678	TRIM
444	TBH Global Asset Management, LLC	$2.9M	16,185	+70	ADD
445	Envestnet Portfolio Solutions, Inc.	$2.9M	16,171	−9,640	TRIM
446	BIRCH FINANCIAL GROUP, LLC	$2.9M	16,134	−7	TRIM
447	Herold Advisors, Inc.	$2.9M	16,121	−104	TRIM
448	CAPITAL ADVISORS INC/OK	$2.9M	16,062	+361	ADD
449	Pathway Financial Advisers, LLC	$2.9M	16,022	+4,019	ADD
450	Great Lakes Retirement, Inc.	$2.9M	15,982	+123	ADD
451	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.9M	15,944	+568	ADD
452	Aquatic Capital Management LLC	$2.9M	15,888	−4,297	TRIM
453	Keystone Wealth Services, LLC	$2.9M	15,820	+79	ADD
454	PRIVATE MANAGEMENT GROUP INC	$2.9M	15,759	−50	TRIM
455	REGIONS FINANCIAL CORP	$2.8M	15,639	+263	ADD
456	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.8M	15,480	+12,331	ADD
457	XML Financial, LLC	$2.8M	15,400	−883	TRIM
458	Independent Solutions Wealth Management, LLC	$2.8M	15,375	+31	ADD
459	AIA Group Ltd	$2.8M	15,314	+12,989	ADD
460	Bleakley Financial Group, LLC	$2.8M	15,256	+842	ADD
461	HBK Sorce Advisory LLC	$2.8M	16,161	−1,476	TRIM
462	AE Wealth Management LLC	$2.8M	15,211	+2,907	ADD
463	NOMURA HOLDINGS INC	$2.8M	15,204	−5,777	TRIM
464	Western Wealth Management, LLC	$2.8M	15,202	+15,202	NEW
465	Mattern Wealth Management LLC	$2.8M	15,153	+24	ADD
466	BALYASNY ASSET MANAGEMENT L.P.	$2.7M	15,075	+5,245	ADD
467	RFG Advisory, LLC	$2.7M	14,990	−649	TRIM
468	Empirical Finance, LLC	$2.7M	14,930	−41	TRIM
469	Saudi Central Bank	$2.7M	14,872	+14,872	NEW
470	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$2.7M	14,865	−28,802	TRIM
471	ELEVATION POINT WEALTH PARTNERS, LLC	$2.7M	14,846	+4,248	ADD
472	GREAT VALLEY ADVISOR GROUP, INC.	$2.7M	14,846	+120	ADD
473	Generali Investments CEE, investicni spolecnost, a.s.	$2.7M	14,720	−2,400	TRIM
474	First National Advisers, LLC	$2.7M	14,658	−2,406	TRIM
475	Summit Financial, LLC	$2.7M	14,657	−3,248	TRIM
476	Flagship Capital Management Inc.	$2.7M	14,581	−29	TRIM
477	ALKEME WEALTH, LLC	$2.7M	14,575	−150	TRIM
478	STEPHENS INC /AR/	$2.6M	14,463	+139	ADD
479	Vise Technologies, Inc.	$2.6M	20,327	0	NO CHANGE
480	YHB Investment Advisors, Inc.	$2.6M	14,335	+152	ADD
481	AXXCESS WEALTH MANAGEMENT, LLC	$2.6M	14,288	+3,003	ADD
482	SouthState Bank Corp	$2.6M	14,280	+3	ADD
483	Harvest Portfolios Group Inc.	$2.5M	13,862	+157	ADD
484	Ashton Thomas Private Wealth, LLC	$2.5M	13,789	−1,170	TRIM
485	Marion Wealth Management	$2.5M	13,725	−734	TRIM
486	Avantax Planning Partners, Inc.	$2.5M	13,644	−744	TRIM
487	Segment Wealth Management, LLC	$2.5M	13,631	−440	TRIM
488	Vestmark Advisory Solutions, Inc.	$2.5M	13,627	+3,117	ADD
489	PFG Investments, LLC	$2.5M	13,600	−379	TRIM
490	Meeder Advisory Services, Inc.	$2.5M	13,596	+792	ADD
491	Apollon Wealth Management, LLC	$2.5M	13,521	+225	ADD
492	EVERETT HARRIS & CO /CA/	$2.4M	13,440	−180	TRIM
493	Chicago Partners Investment Group LLC	$2.4M	15,205	+3,502	ADD
494	Haverford Trust Co	$2.4M	13,280	−816	TRIM
495	Paragon Capital Management LLC	$2.4M	13,234	+103	ADD
496	CWC Advisors, LLC.	$2.4M	13,041	−127	TRIM
497	Flavin Financial Services, Inc.	$2.4M	13,030	+234	ADD
498	Nicholson Wealth Management Group, LLC	$2.4M	12,905	−362	TRIM
499	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.3M	12,893	+19	ADD
500	Tower Research Capital LLC (TRC)	$2.3M	12,839	+7,584	ADD

Truncated by Public Filings. Top 500 of 1,729 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PSX

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Bridgewater Associates $27.9M held
Trimming: 3 Gotham Asset Management, Caxton Associates, Moore Capital Management $14.0M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PHILLIPS 66

Merged timeline of congressional filings and notable-manager moves on PSX
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	ADD	+95,737 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−283 sh
2026-05-15	Moore Capital Management 13F	EXIT	−40,000 sh
2026-05-14	Caxton Associates 13F	TRIM	−6,072 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.