Purchases and Sales Made in Q1 2025 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 2025. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-476- 2.65% |
$54.2K - $62.6K
|
17.5K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-485- 10.21% |
$55.3K - $63.8K
|
4.26K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 8.54% |
$57K - $65.8K
|
5.35K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-505- 7.27% |
$57.5K - $66.4K
|
6.44K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-514- 1.94% |
$58.6K - $67.6K
|
26K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-516- 13.26% |
$58.8K - $67.9K
|
3.38K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-525- 1.38% |
$59.8K - $69.1K
|
37.5K
$4.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-525- 21.33% |
$59.8K - $69.1K
|
1.94K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-536- 24.5% |
$61.1K - $70.5K
|
1.65K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 6.75% |
$61.4K - $70.9K
|
7.44K
$977K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-543- 2.26% |
$61.9K - $71.4K
|
23.5K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-543- 2.49% |
$61.9K - $71.4K
|
21.3K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-560- 3.23% |
$63.8K - $73.7K
|
16.8K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-579- 20.78% |
$66K - $76.2K
|
2.21K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-579- 2.01% |
$66K - $76.2K
|
28.2K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-584- 1.74% |
$66.5K - $76.8K
|
32.9K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.01% |
$68.4K - $78.9K
|
19.3K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-603- 1.45% |
$68.7K - $79.3K
|
40.9K
$5.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-604- 20.3% |
$68.8K - $79.5K
|
2.37K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-634- 1.7% |
$72.2K - $83.4K
|
36.7K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-639- 6.7% |
$72.8K - $84.1K
|
8.9K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-640- 15.86% |
$72.9K - $84.2K
|
3.4K
$445K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-645- 3.58% |
$73.5K - $84.8K
|
17.4K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-650- 30.88% |
$74.1K - $85.5K
|
1.46K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-654- 4.49% |
$74.5K - $86K
|
13.9K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-669- 0.75% |
$76.2K - $88K
|
88.7K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-696- 3.14% |
$79.3K - $91.6K
|
21.5K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-696- 3.91% |
$79.3K - $91.6K
|
17.1K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-700- 18.42% |
$79.8K - $92.1K
|
3.1K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-708- 0.97% |
$80.7K - $93.1K
|
72K
$9.44M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-710- 3.68% |
$80.9K - $93.4K
|
18.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-715- 4.7% |
$81.5K - $94.1K
|
14.5K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-736- 2.18% |
$83.9K - $96.8K
|
33.1K
$4.34M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-741- 6.63% |
$84.4K - $97.5K
|
10.4K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-747- 2.74% |
$85.1K - $98.3K
|
26.5K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-754- 3.88% |
$85.9K - $99.2K
|
18.7K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-757- 3.78% |
$86.2K - $99.6K
|
19.3K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-760- 28.71% |
$86.6K - $100K
|
1.89K
$248K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-775- 3.63% |
$88.3K - $102K
|
20.6K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-780- 30.59% |
$88.9K - $103K
|
1.77K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-782- 28.52% |
$89.1K - $103K
|
1.96K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-784- 17.57% |
$89.3K - $103K
|
3.68K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-787- 12.49% |
$89.7K - $104K
|
5.51K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-793- 2.11% |
$90.3K - $104K
|
36.7K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-794- 11.78% |
$90.5K - $104K
|
5.95K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-800- 13.03% |
$91.1K - $105K
|
5.34K
$701K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-825- 28.11% |
$94K - $109K
|
2.11K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-827- 0.84% |
$94.2K - $109K
|
97.5K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-830- 0.66% |
$94.6K - $109K
|
125K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-838- 3.46% |
$95.5K - $110K
|
23.4K
$3.07M
|