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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
505+ 17.65% |
$57.5K - $66.4K
|
3.37K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500+ 2.99% |
$57K - $65.8K
|
17.2K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
490+ 18.6% |
$55.8K - $64.5K
|
3.13K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
480+ 2.41% |
$54.7K - $63.1K
|
20.4K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
476+ 13.91% |
$54.2K - $62.6K
|
3.9K
$509K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
474New |
$54K - $62.4K
|
474
$61.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
469+ 14.78% |
$53.4K - $61.7K
|
3.64K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
465+ 0.76% |
$53K - $61.2K
|
61.4K
$8.01M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
463+ 2.51% |
$52.7K - $60.9K
|
18.9K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
457+ 13.94% |
$52.1K - $60.1K
|
3.74K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 14.84% |
$51.6K - $59.6K
|
3.51K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
450+ 17.81% |
$51.3K - $59.2K
|
2.98K
$388K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
447+ 1.58% |
$50.9K - $58.8K
|
28.7K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
444+ 3.41% |
$50.6K - $58.4K
|
13.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
443+ 10.47% |
$50.5K - $58.3K
|
4.67K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
442+ 35.85% |
$50.4K - $58.1K
|
1.68K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
420+ 1.19% |
$47.9K - $55.3K
|
35.8K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
420+ 90.52% |
$47.9K - $55.3K
|
884
$115K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
419+ 21.53% |
$47.7K - $55.1K
|
2.37K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
410+ 7.93% |
$46.7K - $53.9K
|
5.58K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
409+ 0.58% |
$46.6K - $53.8K
|
70.6K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
402+ 9.5% |
$45.8K - $52.9K
|
4.64K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$45.6K - $52.6K
|
400
$52.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
399+ 3.12% |
$45.5K - $52.5K
|
13.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
397+ 34.43% |
$45.2K - $52.2K
|
1.55K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
395+ 4.42% |
$45K - $52K
|
9.33K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
394+ 77.1% |
$44.9K - $51.8K
|
905
$118K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
392+ 10.71% |
$44.7K - $51.6K
|
4.05K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
389+ 5.54% |
$44.3K - $51.2K
|
7.41K
$968K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
388+ 5.93% |
$44.2K - $51K
|
6.93K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
386+ 10.53% |
$44K - $50.8K
|
4.05K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$50.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
385+ 5.0% |
$43.9K - $50.6K
|
8.08K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
382+ 0.8% |
$43.5K - $50.3K
|
48.2K
$6.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
379+ 2.86% |
$43.2K - $49.9K
|
13.6K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
374+ 1968.42% |
$42.6K - $49.2K
|
393
$51.3K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
366+ 3.45% |
$41.7K - $48.1K
|
11K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
359+ 7.01% |
$40.9K - $47.2K
|
5.48K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
354+ 0.12% |
$40.3K - $46.6K
|
286K
$37.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
343+ 2.24% |
$39.1K - $45.1K
|
15.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
340+ 6.31% |
$38.7K - $44.7K
|
5.73K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
338+ 10.96% |
$38.5K - $44.5K
|
3.42K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
336+ 6.66% |
$38.3K - $44.2K
|
5.38K
$702K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$38.2K - $44.1K
|
335
$43.7K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
333+ 5.26% |
$37.9K - $43.8K
|
6.67K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
333+ 17.41% |
$37.9K - $43.8K
|
2.25K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$37.6K - $43.4K
|
330
$43.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
328+ 1.3% |
$37.4K - $43.1K
|
25.6K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
328+ 8.21% |
$37.4K - $43.1K
|
4.33K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
326+ 1.11% |
$37.1K - $42.9K
|
29.7K
$3.88M
|