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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.58K- 5.11% |
$294K - $339K
|
47.9K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59KClosed |
$295K - $340K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.63K- 26.57% |
$300K - $346K
|
7.27K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.69K- 6.13% |
$306K - $353K
|
41.2K
$5.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 37.22% |
$311K - $359K
|
4.61K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.75K- 12.45% |
$313K - $361K
|
19.3K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.77K- 26.68% |
$315K - $364K
|
7.61K
$998K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.83K- 12.78% |
$323K - $373K
|
19.3K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.89K- 43.34% |
$329K - $380K
|
3.77K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 19.8% |
$344K - $398K
|
12.2K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.27K- 14.36% |
$372K - $430K
|
19.5K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 49.14% |
$373K - $431K
|
3.39K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.3K- 1.32% |
$376K - $434K
|
248K
$32.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.32K- 9.55% |
$378K - $437K
|
31.5K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.36K- 4.2% |
$383K - $442K
|
76.6K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.39K- 10.33% |
$386K - $446K
|
29.4K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.4K- 6.74% |
$387K - $447K
|
47K
$6.16M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.47K- 48.5% |
$395K - $457K
|
3.69K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.53K- 45.45% |
$403K - $465K
|
4.24K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.73K- 4.8% |
$425K - $490K
|
74K
$9.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.77K- 10.71% |
$429K - $496K
|
31.4K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.79K- 12.61% |
$432K - $499K
|
26.3K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.95K- 38.49% |
$450K - $520K
|
6.31K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4K- 59.77% |
$456K - $526K
|
2.69K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.04K- 2.63% |
$460K - $531K
|
150K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.08K- 3.83% |
$465K - $537K
|
102K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.22K- 20.67% |
$481K - $556K
|
16.2K
$2.13M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.24K- 5.9% |
$483K - $558K
|
67.6K
$8.87M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 65.3% |
$490K - $566K
|
2.29K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.33K- 3.81% |
$494K - $570K
|
109K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.34K- 18.92% |
$494K - $570K
|
18.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.35K- 2.07% |
$495K - $572K
|
205K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.35K- 34.26% |
$496K - $572K
|
8.35K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.42K- 3.05% |
$503K - $581K
|
140K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 99.41% |
$516K - $596K
|
27
$3.54K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.59K- 0.92% |
$523K - $604K
|
493K
$64.7M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.6K- 18.75% |
$524K - $605K
|
19.9K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.72K- 74.17% |
$538K - $621K
|
1.65K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.96K- 3.29% |
$565K - $652K
|
146K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.04K- 6.45% |
$574K - $663K
|
73.1K
$9.59M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 29.8% |
$603K - $696K
|
12.5K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 49.57% |
$611K - $706K
|
5.46K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.55K- 5.92% |
$632K - $730K
|
88.2K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.64K- 5.44% |
$642K - $742K
|
98.1K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-5.7K- 26.66% |
$649K - $750K
|
15.7K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.7K- 19.01% |
$650K - $750K
|
24.3K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-5.75K- 49.65% |
$655K - $756K
|
5.83K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.86K- 7.13% |
$668K - $771K
|
76.4K
$10M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.91K- 6.33% |
$674K - $778K
|
87.5K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6K- 19.21% |
$684K - $789K
|
25.2K
$3.31M
|