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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.18M+ 14119.53% |
$135M - $155M
|
1.19M
$147M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
49.9K+ 219.4% |
$5.69M - $6.57M
|
72.7K
$8.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
23.8K+ 3.11% |
$2.72M - $3.14M
|
789K
$97.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
20K+ 29.85% |
$2.28M - $2.63M
|
87K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.02K+ 37.23% |
$1.03M - $1.19M
|
33.3K
$4.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
8.9K+ 10.35% |
$1.01M - $1.17M
|
94.9K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.19K+ 5.08% |
$819K - $946K
|
149K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.77K+ 23.71% |
$772K - $891K
|
35.3K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.36K+ 5.99% |
$611K - $706K
|
94.9K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.59K+ 8.21% |
$409K - $472K
|
47.3K
$5.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 9.71% |
$409K - $472K
|
40.6K
$5.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.98KNew |
$226K - $261K
|
1.98K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 23.4% |
$223K - $258K
|
10.3K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.86K+ 3.94% |
$212K - $244K
|
49.1K
$6.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 33.11% |
$207K - $239K
|
7.31K
$902K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.73KNew |
$197K - $228K
|
1.73K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.72KNew |
$196K - $226K
|
1.72K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$210K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.69KNew |
$193K - $223K
|
1.69K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$192K - $222K
|
1.69K
$208K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.66KNew |
$190K - $219K
|
1.66K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.56K+ 155700.0% |
$177K - $205K
|
1.56K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.2K+ 11.28% |
$137K - $158K
|
11.8K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
869+ 13.31% |
$99K - $114K
|
7.4K
$914K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
754+ 9.97% |
$85.9K - $99.2K
|
8.31K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
748+ 3.78% |
$85.2K - $98.4K
|
20.6K
$2.54M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
710+ 23.16% |
$80.9K - $93.4K
|
3.78K
$466K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
678+ 6.59% |
$77.2K - $89.2K
|
11K
$1.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
672+ 50.3% |
$76.6K - $88.4K
|
2.01K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
519+ 2.46% |
$59.1K - $68.3K
|
21.6K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
399+ 3.12% |
$45.5K - $52.5K
|
13.2K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
379+ 2.86% |
$43.2K - $49.9K
|
13.6K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
294+ 3.37% |
$33.5K - $38.7K
|
9.03K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
287+ 0.98% |
$32.7K - $37.8K
|
29.4K
$3.63M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275New |
$31.3K - $36.2K
|
275
$34K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
274+ 0.53% |
$31.2K - $36K
|
51.7K
$6.39M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
229+ 3.92% |
$26.1K - $30.1K
|
6.06K
$749K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
210+ 1.65% |
$23.9K - $27.6K
|
12.9K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
188+ 0.78% |
$21.4K - $24.7K
|
24.2K
$2.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
182+ 15.4% |
$20.7K - $23.9K
|
1.36K
$168K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
137+ 4.13% |
$15.6K - $18K
|
3.45K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
135+ 19.82% |
$15.4K - $17.8K
|
816
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
108+ 1.26% |
$12.3K - $14.2K
|
8.65K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
103+ 4.32% |
$11.7K - $13.5K
|
2.49K
$307K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
100+ 3.56% |
$11.4K - $13.2K
|
2.91K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 2.39% |
$7.98K - $9.21K
|
3K
$370K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
68+ 3.09% |
$7.75K - $8.95K
|
2.27K
$280K
|