Public record / Tickers / PSX

PSX — Phillips 66

Both disclosure regimes on one name: who in Congress filed about PSX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
46
all PTR rows naming PSX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Alan Armstrong · $50.0K–$100K

Sale · traded 2026-03-27 → filed 2026-07-21. Ranked over every PSX row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

15 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PSX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PSX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$50K–$100K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-05-08Jefferson Shreve R–IN-6PurchaseTraded 04-07 +31d$15K–$50K
2025-02-13Shelley Moore Capito R–WVSale · partial · SP (partial sale, spouse-owned)Traded 01-17 +27d$1K–$15K
2024-11-14Greg Landsman D–OH-1Sale · JT (jointly owned)Traded 10-15 +30d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 46 ↗

Members active in PSX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PSX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1−$100K to −$50.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressSale$50K–$100K
2026-05-15Bridgewater Associates 13Fadd+95,737 sh
2026-05-15Gotham Asset Management 13Ftrim−283 sh
2026-05-15Moore Capital Management 13Fexit−40,000 sh
2026-05-14Caxton Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PSX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.8B1
3STATE STREET CORP$4.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$4.0B1
5Elliott Investment Management L.P.$3.5B1
6WELLS FARGO & COMPANY/MN$2.5B1
7GEODE CAPITAL MANAGEMENT, LLC$1.9B1
8HARRIS ASSOCIATES L P$1.7B1
9MORGAN STANLEY$1.3B1
10Bank of New York Mellon Corp$1.3B1
11FMR LLC$788M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$723M1
13Invesco Ltd.$722M1
14NORTHERN TRUST CORP$670M1
15Amundi$668M1
16AQR CAPITAL MANAGEMENT LLC$616M1
17UBS Group AG$574M1
18BANK OF AMERICA CORP /DE/$541M1
19DIMENSIONAL FUND ADVISORS LP$517M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$423M1
21VANGUARD FIDUCIARY TRUST CO$414M1
22Legal & General Group Plc$363M1
23Nuveen, LLC$311M1
24Boston Partners$301M1
25ROYAL BANK OF CANADA$271M1
26RAYMOND JAMES FINANCIAL INC$254M1
27DEUTSCHE BANK AG\$241M1
28Mariner, LLC$223M1
29MILLENNIUM MANAGEMENT LLC$218M1
30Swiss National Bank$215M1
31JACOBS LEVY EQUITY MANAGEMENT, INC$188M1
32ENVESTNET ASSET MANAGEMENT INC$187M1
33CANADA PENSION PLAN INVESTMENT BOARD$182M1
34BARROW HANLEY MEWHINNEY & STRAUSS LLC$179M1
35Mitsubishi UFJ Asset Management Co., Ltd.$167M1
36WELLINGTON MANAGEMENT GROUP LLP$165M1
37Vanguard Global Advisers, LLC$164M1
38LPL Financial LLC$162M1
39HSBC HOLDINGS PLC$161M1
40Sumitomo Mitsui Trust Group, Inc.$157M1
41NewEdge Advisors, LLC$150M1
42ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$145M1
43ADAGE CAPITAL PARTNERS GP, L.L.C.$142M1
44BARCLAYS PLC$138M1
45VANGUARD ASSET MANAGEMENT, Ltd$138M1
46BANK OF MONTREAL /CAN/$132M1
47Corient Private Wealth LLC$129M1
48TRUIST FINANCIAL CORP$127M1
49National Pension Service$127M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$125M1
51AMERICAN CENTURY COMPANIES INC$125M1
52FRANKLIN RESOURCES INC$121M1
53MACKENZIE FINANCIAL CORP$117M1
54Qube Research & Technologies Ltd$116M1
55AMERIPRISE FINANCIAL INC$103M1
56Squarepoint Ops LLC$102M1
57Focus Partners Wealth$98.0M1
58CITADEL ADVISORS LLC$95.5M1
59Freestone Grove Partners LP$90.7M1
60M&T BANK CORP$86.8M1
61PRUDENTIAL FINANCIAL INC$86.3M1
62PRINCIPAL FINANCIAL GROUP INC$85.6M1
63BAHL & GAYNOR INC$82.6M1
64MASSACHUSETTS FINANCIAL SERVICES CO /MA/$80.3M1
65Recurrent Investment Advisors LLC$75.4M1
66ALLIANCEBERNSTEIN L.P.$71.7M1
67CITIGROUP INC$69.8M1
68Holocene Advisors, LP$69.6M1
69AVIVA PLC$69.3M1
70VICTORY CAPITAL MANAGEMENT INC$68.1M1
71TEACHER RETIREMENT SYSTEM OF TEXAS$65.4M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$64.8M1
73FEDERATED HERMES, INC.$62.5M1
74Korea Investment CORP$62.1M1
75HighTower Advisors, LLC$61.3M1
76TD ASSET MANAGEMENT INC$58.7M1
77DAVIS R M INC$58.0M1
78Creative Planning$55.9M1
79SEI INVESTMENTS CO$55.6M1
80Encompass Capital Advisors LLC$55.5M1
81ZWJ INVESTMENT COUNSEL INC$53.7M1
82Quantinno Capital Management LP$53.7M1
83NATIONAL BANK OF CANADA /FI/$53.1M1
84Assenagon Asset Management S.A.$50.8M1
85IEQ CAPITAL, LLC$50.6M1
86FIRST TRUST ADVISORS LP$50.5M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$50.1M1
88Robeco Institutional Asset Management B.V.$47.9M1
89&PARTNERS$47.9M1
90Cetera Investment Advisers$47.0M1
91STIFEL FINANCIAL CORP$46.2M1
92CIBC WORLD MARKET INC.$45.8M1
93Pictet Asset Management Holding SA$43.9M1
94Empyrean Capital Partners, LP$43.0M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$42.4M1
96US BANCORP \DE\$42.0M1
97OFI INVEST ASSET MANAGEMENT$42.0M1
98STATE OF WISCONSIN INVESTMENT BOARD$41.0M1
99Stack Financial Management, Inc$39.6M1
100OSAIC HOLDINGS, INC.$39.4M1
101COMMONWEALTH EQUITY SERVICES, LLC$38.3M1
102Advisory Resource Group$37.9M1
103BLAIR WILLIAM & CO/IL$37.7M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$37.3M1
105Cerity Partners LLC$37.2M1
106TCTC Holdings, LLC$36.9M1
107Chevy Chase Trust Holdings, LLC$36.6M1
108CIBC Bancorp USA Inc.$34.4M1
109Vanguard Investments Australia, Ltd.$34.2M1
110NFJ INVESTMENT GROUP, LLC$34.0M1
111Allianz Asset Management GmbH$33.1M1
112CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$32.8M1
113NISA INVESTMENT ADVISORS, LLC$32.4M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$32.3M1
115Allspring Global Investments Holdings, LLC$31.9M1
116ROYAL LONDON ASSET MANAGEMENT LTD$31.2M1
117Mitsubishi UFJ Trust & Banking Corp$30.8M1
118Asset Management One Co., Ltd.$30.5M1
119NEW YORK STATE COMMON RETIREMENT FUND$29.8M1
120MML INVESTORS SERVICES, LLC$28.9M1
121ADAMS NATURAL RESOURCES FUND, INC.$28.3M1
122Bridgewater Associates, LP$27.9M1
123Rockefeller Capital Management L.P.$27.4M1
124SIR Capital Management, L.P.$27.2M1
125NOMURA ASSET MANAGEMENT CO LTD$26.5M1
126TORRAY INVESTMENT PARTNERS LLC$25.7M1
127GLENMEDE TRUST CO NA$25.5M1
128Steward Partners Investment Advisory, LLC$25.4M1
129CWM, LLC$24.9M1
130State of New Jersey Common Pension Fund D$24.9M1
131Aberdeen Group plc$24.7M1
132KEYBANK NATIONAL ASSOCIATION/OH$24.2M1
133Wallington Asset Management, LLC$24.2M1
134American Assets Investment Management, LLC$23.8M1
135CREDIT AGRICOLE S A$23.5M1
136MERCER GLOBAL ADVISORS INC /ADV$23.5M1
137FIFTH THIRD BANCORP$23.3M1
138WORLDQUANT MILLENNIUM ADVISORS LLC$23.3M1
139Resona Asset Management Co.,Ltd.$23.2M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$22.7M1
141BNP Paribas Asset Management Holding S.A.$22.5M1
142Baird Financial Group, Inc.$22.4M1
143Empowered Funds, LLC$22.3M1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.9M1
145Rafferty Asset Management, LLC$21.7M1
146TORONTO DOMINION BANK$21.7M1
147KESTRA PRIVATE WEALTH SERVICES, LLC$21.5M1
148Trexquant Investment LP$21.3M1
149PUBLIC SECTOR PENSION INVESTMENT BOARD$20.9M1
150Zurich Insurance Group Ltd/FI$20.7M1
151Verity & Verity, LLC$20.5M1
152Arizona State Retirement System$20.1M1
153Czech National Bank$20.0M1
154Richard C. Young & CO., LTD.$19.9M1
155Alyeska Investment Group, L.P.$19.2M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$19.2M1
157ExodusPoint Capital Management, LP$18.6M1
158PACIFIC HEIGHTS ASSET MANAGEMENT LLC$18.2M1
159OpenArc Corporate Advisory, LLC$17.8M1
160D.A. DAVIDSON & CO.$17.8M1
161ASSOCIATED BANC-CORP$17.7M1
162CIBC Asset Management Inc$17.7M1
163OPPENHEIMER ASSET MANAGEMENT INC.$17.6M1
164BANK OF NOVA SCOTIA$17.3M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.1M1
166DnB Asset Management AS$16.9M1
167Eldred Rock Partners, LLC$16.7M1
168SCHWERIN BOYLE CAPITAL MANAGEMENT INC$16.7M1
169GREAT LAKES ADVISORS, LLC$16.4M1
170VOYA INVESTMENT MANAGEMENT LLC$16.4M1
171MATTERN CAPITAL MANAGEMENT, LLC$16.1M1
172Kestra Advisory Services, LLC$15.9M1
173PANAGORA ASSET MANAGEMENT INC$15.9M1
174Daiwa Securities Group Inc.$15.8M1
175DAYMARK WEALTH PARTNERS, LLC$15.8M1
176LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$15.8M1
177Retirement Systems of Alabama$15.6M1
178SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.5M1
179SKBA CAPITAL MANAGEMENT LLC$15.2M1
180HUB Investment Partners, LLC$15.1M1
181Mirae Asset Global Investments Co., Ltd.$15.1M1
182Merewether Investment Management, LP$15.0M1
183Sanctuary Advisors, LLC$14.9M1
184Aventail Capital Group, LP$14.8M1
185Venture Visionary Partners LLC$14.8M1
186Ensign Peak Advisors, Inc$14.6M1
187MARTINGALE ASSET MANAGEMENT L P$14.5M1
188DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$14.5M1
189Woodline Partners LP$14.4M1
190Advisors Capital Management, LLC$14.4M1
191MARCO INVESTMENT MANAGEMENT LLC$14.1M1
192Illinois Municipal Retirement Fund$14.1M1
193GUGGENHEIM CAPITAL LLC$13.8M1
194ADELL HARRIMAN & CARPENTER INC$13.7M1
195Gotham Asset Management, LLC$13.5M1
196ProShare Advisors LLC$13.5M1
197Energy Income Partners, LLC$13.4M1
198BROWN ADVISORY INC$13.3M1
199ZACKS INVESTMENT MANAGEMENT$13.2M1
200Sienna Gestion$13.2M1
201B. Metzler seel. Sohn & Co. AG$13.2M1
202Calamos Advisors LLC$13.1M1
203Vanguard Personalized Indexing Management, LLC$13.1M1
204Wealthfront Advisers LLC$13.0M1
205Bryn Mawr Trust Advisors, LLC$12.9M1
206XPONANCE LLC$12.8M1
207Visionary Wealth Advisors$12.7M1
208Quadrature Capital Ltd$12.5M1
209Sterling Capital Management LLC$12.5M1
210Swiss Life Asset Management Ltd$12.5M1
211Lighthouse Investment Partners, LLC$12.3M1
212IFM Investors Pty Ltd$12.2M1
213OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$12.1M1
214Pathstone Holdings, LLC$12.0M1
215NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.9M1
216Utah Retirement Systems$11.9M1
217Concurrent Investment Advisors, LLC$11.7M1
218Eurizon Capital SGR S.p.A.$11.6M1
219FIRST MANHATTAN CO. LLC.$11.6M1
220Allworth Financial LP$11.3M1
221FOUNDATION RESOURCE MANAGEMENT INC$11.3M1
222Nordwand Advisors, LLC$11.2M1
223Man Group plc$11.1M1
224Rakuten Investment Management, Inc.$11.1M1
225LBP AM SA$11.0M1
226Advisors Asset Management, Inc.$10.8M1
227TD Waterhouse Canada Inc.$10.5M1
228Cypress Capital Group$10.5M1
229NEOS Investment Management LLC$10.5M1
230AG2R LA MONDIALE GESTION D'ACTIFS$10.4M1
231Telos Capital Management, Inc.$10.3M1
232MAI Capital Management$10.3M1
233NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.2M1
234BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.1M1
235MACQUARIE GROUP LTD$10.1M1
236USS Investment Management Ltd$10.0M1
237ICON ADVISERS INC/CO$9.7M1
238Generali Asset Management SPA SGR$9.7M1
239NATIXIS$9.6M1
240CCM INVESTMENT ADVISERS LLC$9.5M1
241COMMERCE BANK$9.5M1
242ING GROEP NV$9.5M1
243YOUSIF CAPITAL MANAGEMENT, LLC$9.5M1
244Sumitomo Mitsui DS Asset Management Company, Ltd$9.4M1
245NISSAY ASSET MANAGEMENT CORP /JAPAN$9.4M1
246SCHRODER INVESTMENT MANAGEMENT GROUP$9.2M1
247RBF Capital, LLC$9.1M1
248Stablepoint Partners, LLC$8.9M1
249KORNITZER CAPITAL MANAGEMENT INC /KS$8.8M1
250Aptus Capital Advisors, LLC$8.8M1
251LEAVELL INVESTMENT MANAGEMENT, INC.$8.6M1
252Mirador Capital Partners LP$8.6M1
253Providence Capital Advisors, LLC$8.5M1
254Royal Fund Management, LLC$8.4M1
255Scissortail Wealth Management, LLC$8.4M1
256OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.4M1
257Beacon Pointe Advisors, LLC$8.3M1
258QRG CAPITAL MANAGEMENT, INC.$8.3M1
259SALEM INVESTMENT COUNSELORS INC$8.3M1
260MCDONALD PARTNERS LLC$8.2M1
261Verition Fund Management LLC$8.0M1
262LEVEL FOUR ADVISORY SERVICES, LLC$8.0M1
263Kingsview Wealth Management, LLC$8.0M1
264Atlantic Union Bankshares Corp$7.8M1
265MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.8M1
266Disciplined Investments, LLC$7.8M1
267Vontobel Holding Ltd.$7.7M1
268Trajan Wealth LLC$7.7M1
269Sovereign Investment Advisors, LLC$7.7M1
270Rodgers Brothers Inc.$7.6M1
271OPPENHEIMER & CO INC$7.6M1
272Alley Investment Management Company, LLC$7.6M1
273COLDSTREAM CAPITAL MANAGEMENT INC$7.6M1
274Lido Advisors, LLC$7.6M1
275KING LUTHER CAPITAL MANAGEMENT CORP$7.5M1
276Kesler, Norman & Wride, LLC$7.5M1
277SHERMAN PORFOLIOS, LLC$7.4M1
278Texas Yale Capital Corp.$7.3M1
279NAVELLIER & ASSOCIATES INC$7.3M1
280AlTi Global, Inc.$7.3M1
281Artemis Investment Management LLP$7.3M1
282CUTLER INVESTMENT COUNSEL LLC$7.2M1
283Janus Henderson Group Ltd.$7.2M1
284MONTGOMERY INVESTMENT MANAGEMENT INC$7.1M1
285MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.0M1
286HB Wealth Management, LLC$6.9M1
287MidFirst Bank$6.9M1
288VIRGINIA WEALTH MANAGEMENT GROUP, INC.$6.9M1
289HM PAYSON & CO$6.9M1
290OLD NATIONAL BANCORP /IN/$6.8M1
291San Luis Wealth Advisors LLC$6.8M1
292PARSONS CAPITAL MANAGEMENT INC/RI$6.8M1
293Sequoia Financial Advisors, LLC$6.8M1
294Jain Global LLC$6.7M1
295Pinnacle Financial Partners, Inc.$6.7M1
296NewSquare Capital LLC$6.6M1
297BRADY FAMILY WEALTH, LLC$6.6M1
298OMERS ADMINISTRATION Corp$6.6M1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.6M1
300UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.5M1
301Dakota Wealth Management$6.5M1
302Merit Financial Group, LLC$6.5M1
303FARMERS & MERCHANTS INVESTMENTS INC$6.5M1
304Kenora Financial, LLC$6.3M1
305Compass Wealth Management LLC$6.3M1
306TICINO WEALTH$6.3M1
307UniSuper Management Pty Ltd$6.3M1
308Prospera Financial Services Inc$6.3M1
309Waverly Advisors, LLC$6.3M1
310Independent Advisor Alliance$6.2M1
311Convergence Investment Partners, LLC$6.2M1
312SevenBridge Financial Group, LLC$6.2M1
313Alpha Omega Wealth Management LLC$6.2M1
314PINNACLE ASSOCIATES LTD$6.1M1
315MEYER HANDELMAN CO$6.0M1
316Private Advisor Group, LLC$6.0M1
317READYSTATE ASSET MANAGEMENT LP$5.9M1
318CHATHAM CAPITAL GROUP, INC.$5.9M1
319Composition Wealth, LLC$5.9M1
320Corigliano Investment Advisers, LLC$5.8M1
321Stratos Investment Management, LLC$5.8M1
322Gladstone Institutional Advisory LLC$5.7M1
323Focus Partners Advisor Solutions, LLC$5.7M1
324Catherine Avery Investment Management LLC$5.6M1
325BENJAMIN EDWARDS INC$5.6M1
326Mesirow Financial Investment Management, Inc.$5.6M1
327Glass Wealth Management Co LLC$5.5M1
328Elo Mutual Pension Insurance Co$5.5M1
329PINKERTON WEALTH, LLC$5.5M1
330Carnegie Investment Counsel$5.5M1
331D. E. Shaw & Co., Inc.$5.4M1
332IHT Wealth Management, LLC$5.3M1
333OP Asset Management Ltd$5.3M1
334Norinchukin Bank, The$5.3M1
335Investment Management Corp of Ontario$5.3M1
336UMB Bank, n.a.$5.2M1
337Cardinal Capital Management$5.2M1
338OneDigital Investment Advisors LLC$5.1M1
339DRW Securities, LLC$5.1M1
340PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$5.0M1
341FIRST FINANCIAL BANKSHARES INC$5.0M1
342JANE STREET GROUP, LLC$5.0M1
343ELLERSON GROUP INC /ADV$4.9M1
344Principle Wealth Partners LLC$4.8M1
345Ramirez Asset Management, Inc.$4.8M1
346GERMAN AMERICAN BANCORP, INC.$4.7M1
347BEACON FINANCIAL GROUP$4.7M1
348Citizens National Bank Trust Department$4.7M1
349DAVENPORT & Co LLC$4.7M1
350BTC Capital Management, Inc.$4.7M1
351Summit Trail Advisors, LLC$4.6M1
352Americana Partners, LLC$4.6M1
353HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.6M1
354O'Keefe Stevens Advisory, Inc.$4.6M1
355Metis Global Partners, LLC$4.6M1
356CENTRAL TRUST Co$4.6M1
357Rockline Wealth Management, LLC$4.5M1
358Brevan Howard Capital Management LP$4.5M1
359Orion Porfolio Solutions, LLC$4.5M1
360Mader & Shannon Wealth Management, Inc.$4.5M1
361MIZUHO SECURITIES USA LLC$4.4M1
362MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$4.4M1
363Equitable Holdings, Inc.$4.4M1
364ABN AMRO INVESTMENT SOLUTIONS$4.4M1
365JOHNSON INVESTMENT COUNSEL INC$4.3M1
366CHOREO, LLC$4.3M1
367Candriam S.C.A.$4.3M1
368Quotient Wealth Partners, LLC$4.3M1
369U.S. Capital Wealth Advisors, LLC$4.2M1
370AZZAD ASSET MANAGEMENT INC /ADV$4.2M1
371Walleye Capital LLC$4.2M1
372XTX Topco Ltd$4.2M1
373BAXTER BROS INC$4.2M1
374FIRST NATIONAL BANK OF OMAHA$4.2M1
375EQUITABLE TRUST CO$4.1M1
376Crossmark Global Holdings, Inc.$4.0M1
377Diversified Trust Co$4.0M1
378EXENCIAL WEALTH ADVISORS, LLC$4.0M1
379TOCQUEVILLE ASSET MANAGEMENT L.P.$4.0M1
380WISCONSIN CAPITAL MANAGEMENT LLC$4.0M1
381Tidal Investments LLC$3.9M1
382KMG FIDUCIARY PARTNERS, LLC$3.9M1
383TOKIO MARINE ASSET MANAGEMENT CO LTD$3.9M1
384Ameritas Investment Partners, Inc.$3.8M1
385Vident Advisory, LLC$3.8M1
386Argyle Capital Management, LLC$3.8M1
387DCM Advisors, LLC$3.8M1
388Huntleigh Advisors, Inc.$3.8M1
389MITCHELL & PAHL PRIVATE WEALTH, LLC$3.8M1
390FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$3.7M1
391Maryland State Retirement & Pension System$3.7M1
392Legato Capital Management LLC$3.6M1
393Federation des caisses Desjardins du Quebec$3.6M1
394Midwest Trust Co$3.6M1
395BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.6M1
396First Nebraska Trust Co$3.6M1
397AGMAN CAPITAL LLC$3.6M1
398Farringdon Capital, Ltd.$3.6M1
399SILVERCREST ASSET MANAGEMENT GROUP LLC$3.6M1
400NorthCrest Asset Manangement, LLC$3.5M1
401BECKER CAPITAL MANAGEMENT INC$3.5M1
402Savant Capital, LLC$3.5M1
403SWS Partners$3.5M1
404Stratos Wealth Partners, LTD.$3.5M1
405PROFUND ADVISORS LLC$3.5M1
406Mediolanum International Funds Ltd$3.4M1
407Sendero Wealth Management, LLC$3.4M1
408INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.4M1
409Caldwell Trust Co$3.4M1
410Laird Norton Wetherby Trust Company, LLC$3.4M1
411GC Wealth Management RIA, LLC$3.4M1
412Atria Investments, Inc$3.4M1
413Geneos Wealth Management Inc.$3.3M1
414GATEWAY INVESTMENT ADVISERS LLC$3.3M1
415Bank OZK$3.3M1
416Cherokee Insurance Co$3.3M1
417ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.3M1
418Cresset Asset Management, LLC$3.2M1
419EP Wealth Advisors, LLC$3.2M1
420Procyon Advisors, LLC$3.2M1
421New Age Alpha Advisors, LLC$3.2M1
422WESTWOOD HOLDINGS GROUP INC$3.2M1
423Machina Capital S.A.S.$3.1M1
424Caprock Group, LLC$3.1M1
425CLIFFORD SWAN INVESTMENT COUNSEL LLC$3.1M1
426BARTLETT & CO. WEALTH MANAGEMENT LLC$3.1M1
427Ethic Inc.$3.1M1
428Brookstone Capital Management$3.1M1
429Wilmington Savings Fund Society, FSB$3.1M1
430Dai-ichi Life Insurance Company, Ltd$3.1M1
431Mutual Advisors, LLC$3.1M1
432OPUS INVESTMENT MANAGEMENT INC$3.1M1
433TWIN CAPITAL MANAGEMENT INC$3.1M1
434Brooklyn Investment Group$3.1M1
435PFW Advisors LLC$3.1M1
436Northside Capital Management, LLC$3.0M1
437AUXIER ASSET MANAGEMENT LLC$3.0M1
438Osmosis Investment Management UK Ltd$3.0M1
439MUFG Securities EMEA plc$3.0M1
440Koshinski Asset Management, Inc.$3.0M1
441PATTEN & PATTEN INC/TN$3.0M1
442INTECH INVESTMENT MANAGEMENT LLC$3.0M1
443Engineers Gate Manager LP$3.0M1
444TBH Global Asset Management, LLC$2.9M1
445Envestnet Portfolio Solutions, Inc.$2.9M1
446BIRCH FINANCIAL GROUP, LLC$2.9M1
447Herold Advisors, Inc.$2.9M1
448CAPITAL ADVISORS INC/OK$2.9M1
449Pathway Financial Advisers, LLC$2.9M1
450Great Lakes Retirement, Inc.$2.9M1
451FOUNDATIONS INVESTMENT ADVISORS, LLC$2.9M1
452Aquatic Capital Management LLC$2.9M1
453Keystone Wealth Services, LLC$2.9M1
454PRIVATE MANAGEMENT GROUP INC$2.9M1
455REGIONS FINANCIAL CORP$2.8M1
456FLPUTNAM INVESTMENT MANAGEMENT CO$2.8M1
457XML Financial, LLC$2.8M1
458Independent Solutions Wealth Management, LLC$2.8M1
459AIA Group Ltd$2.8M1
460Bleakley Financial Group, LLC$2.8M1
461HBK Sorce Advisory LLC$2.8M1
462AE Wealth Management LLC$2.8M1
463NOMURA HOLDINGS INC$2.8M1
464Western Wealth Management, LLC$2.8M1
465Mattern Wealth Management LLC$2.8M1
466BALYASNY ASSET MANAGEMENT L.P.$2.7M1
467RFG Advisory, LLC$2.7M1
468Empirical Finance, LLC$2.7M1
469Saudi Central Bank$2.7M1
470INFRASTRUCTURE CAPITAL ADVISORS, LLC$2.7M1
471ELEVATION POINT WEALTH PARTNERS, LLC$2.7M1
472GREAT VALLEY ADVISOR GROUP, INC.$2.7M1
473Generali Investments CEE, investicni spolecnost, a.s.$2.7M1
474First National Advisers, LLC$2.7M1
475Summit Financial, LLC$2.7M1
476Flagship Capital Management Inc.$2.7M1
477ALKEME WEALTH, LLC$2.7M1
478STEPHENS INC /AR/$2.6M1
479Vise Technologies, Inc.$2.6M1
480YHB Investment Advisors, Inc.$2.6M1
481AXXCESS WEALTH MANAGEMENT, LLC$2.6M1
482SouthState Bank Corp$2.6M1
483Harvest Portfolios Group Inc.$2.5M1
484Ashton Thomas Private Wealth, LLC$2.5M1
485Marion Wealth Management$2.5M1
486Avantax Planning Partners, Inc.$2.5M1
487Segment Wealth Management, LLC$2.5M1
488Vestmark Advisory Solutions, Inc.$2.5M1
489PFG Investments, LLC$2.5M1
490Meeder Advisory Services, Inc.$2.5M1
491Apollon Wealth Management, LLC$2.5M1
492EVERETT HARRIS & CO /CA/$2.4M1
493Chicago Partners Investment Group LLC$2.4M1
494Haverford Trust Co$2.4M1
495Paragon Capital Management LLC$2.4M1
496CWC Advisors, LLC.$2.4M1
497Flavin Financial Services, Inc.$2.4M1
498Nicholson Wealth Management Group, LLC$2.4M1
499NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M1
500Tower Research Capital LLC (TRC)$2.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PSX

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PSX
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PSX · financials and macro

Financials — as filed PLANNED

PSX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PSX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing