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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-860- 54.71% |
$98K - $113K
|
712
$93.4K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-865- 16.77% |
$98.5K - $114K
|
4.29K
$563K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-875- 1.66% |
$99.7K - $115K
|
51.8K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-885- 2.33% |
$101K - $116K
|
37.1K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-888- 8.27% |
$101K - $117K
|
9.84K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-889- 7.04% |
$101K - $117K
|
11.7K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-896- 27.0% |
$102K - $118K
|
2.42K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-947- 4.73% |
$108K - $125K
|
19.1K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-948- 11.81% |
$108K - $125K
|
7.08K
$928K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-950- 13.89% |
$108K - $125K
|
5.89K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-969- 5.18% |
$110K - $127K
|
17.7K
$2.33M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-979- 4.72% |
$112K - $129K
|
19.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-980- 37.3% |
$112K - $129K
|
1.65K
$216K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.01K- 3.61% |
$115K - $133K
|
27.1K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.05K- 96.67% |
$119K - $138K
|
36
$4.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.05K- 5.1% |
$119K - $138K
|
19.5K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 6.38% |
$122K - $141K
|
15.8K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.08K- 5.96% |
$123K - $142K
|
17.1K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.09K- 1.97% |
$124K - $144K
|
54.4K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.1K- 48.46% |
$126K - $145K
|
1.17K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 2.27% |
$126K - $146K
|
47.7K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 5.04% |
$126K - $146K
|
20.9K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 6.71% |
$126K - $146K
|
15.4K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 1.06% |
$127K - $147K
|
105K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 40.07% |
$128K - $148K
|
1.68K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.13K- 1.74% |
$128K - $148K
|
63.4K
$8.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.13K- 36.14% |
$129K - $148K
|
1.99K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.17K- 43.2% |
$133K - $153K
|
1.53K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.17K- 33.74% |
$133K - $153K
|
2.29K
$300K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.17K- 1.46% |
$133K - $154K
|
79K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.17K- 5.11% |
$134K - $154K
|
21.8K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.18K- 3.88% |
$134K - $155K
|
29.1K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 6.18% |
$138K - $159K
|
18.3K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 61.19% |
$139K - $160K
|
772
$101K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.22K- 35.16% |
$139K - $161K
|
2.25K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.23K- 25.58% |
$140K - $161K
|
3.57K
$468K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.24K- 0.92% |
$141K - $163K
|
133K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.25K- 1.04% |
$143K - $165K
|
119K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 33.93% |
$144K - $166K
|
2.46K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.27K- 13.63% |
$145K - $167K
|
8.06K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.28K- 6.4% |
$145K - $168K
|
18.6K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.28K- 17.52% |
$146K - $169K
|
6.04K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.3K- 7.09% |
$148K - $171K
|
17K
$2.23M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 17.04% |
$149K - $172K
|
6.38K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 3.55% |
$149K - $172K
|
35.6K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.32K- 0.58% |
$150K - $173K
|
224K
$29.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.4K- 1.87% |
$160K - $184K
|
73.5K
$9.65M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.42K- 6.66% |
$161K - $186K
|
19.8K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.44K- 48.29% |
$164K - $189K
|
1.54K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 2.93% |
$165K - $191K
|
48K
$6.3M
|