Who holds PSXticker 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 · COM · quarter ended 2026-03-31 · 24 members disclosed PSX ↗

1,729

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$51.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

839

addsholders whose share count rose or who opened the position (new + add), by shares

124

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PSX ranked by reported value
#	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
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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PSX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Alan Armstrong R–OK $50K–$100K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · PHILLIPS 66

Merged timeline of congressional filings and notable-manager moves on PSX
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Sale	$50K–$100K
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

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

24 members of Congress disclosed PSX — the congressional view ↗