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 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
315+ 3.08% |
$35.9K - $41.4K
|
10.5K
$1.38M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
314+ 12.11% |
$35.8K - $41.3K
|
2.91K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
313+ 0.74% |
$35.7K - $41.2K
|
42.8K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
307+ 5.21% |
$35K - $40.4K
|
6.2K
$810K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
305+ 34.7% |
$34.7K - $40.1K
|
1.18K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 1.76% |
$34.6K - $40K
|
17.6K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
301+ 1.99% |
$34.3K - $39.6K
|
15.4K
$2.01M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
301New |
$34.3K - $39.6K
|
301
$39.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
300+ 9.13% |
$34.2K - $39.5K
|
3.59K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
294+ 3.37% |
$33.5K - $38.7K
|
9.03K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
288+ 0.68% |
$32.8K - $37.9K
|
42.4K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
287+ 0.98% |
$32.7K - $37.8K
|
29.4K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
287+ 3.0% |
$32.7K - $37.8K
|
9.84K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281+ 35.44% |
$32K - $37K
|
1.07K
$140K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
280+ 11.0% |
$31.9K - $36.8K
|
2.83K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
277+ 2.37% |
$31.6K - $36.4K
|
12K
$1.56M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275New |
$31.3K - $36.2K
|
275
$35.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
274+ 0.53% |
$31.2K - $36K
|
51.7K
$6.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
273+ 2.12% |
$31.1K - $35.9K
|
13.2K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
268+ 1.66% |
$30.5K - $35.3K
|
16.5K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
267+ 2.89% |
$30.4K - $35.1K
|
9.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
266+ 2.74% |
$30.3K - $35K
|
9.96K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
265+ 12.6% |
$30.2K - $34.9K
|
2.37K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
262+ 2.18% |
$29.8K - $34.5K
|
12.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
261+ 5.13% |
$29.7K - $34.3K
|
5.35K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
260+ 23.9% |
$29.6K - $34.2K
|
1.35K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
260+ 0.39% |
$29.6K - $34.2K
|
66.8K
$8.72M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
260+ 5.68% |
$29.6K - $34.2K
|
4.84K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
259+ 12.13% |
$29.5K - $34.1K
|
2.39K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
256+ 2.76% |
$29.2K - $33.7K
|
9.53K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250+ 125.0% |
$28.5K - $32.9K
|
450
$58.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 10.63% |
$28.5K - $32.9K
|
2.6K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
250+ 7.16% |
$28.5K - $32.9K
|
3.74K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
246+ 1.03% |
$28K - $32.4K
|
24K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
245+ 9.96% |
$27.9K - $32.2K
|
2.71K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 3.79% |
$27.7K - $32K
|
6.66K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
242+ 2.29% |
$27.6K - $31.8K
|
10.8K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
238New |
$27.1K - $31.3K
|
238
$31.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$27K - $31.2K
|
237
$30.9K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
236+ 9.98% |
$26.9K - $31K
|
2.6K
$339K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
236+ 11.82% |
$26.9K - $31K
|
2.23K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
235+ 11.2% |
$26.8K - $30.9K
|
2.33K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
232+ 1.17% |
$26.4K - $30.5K
|
20.1K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
231New |
$26.3K - $30.4K
|
231
$30.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230New |
$26.2K - $30.3K
|
230
$30K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
229+ 3.92% |
$26.1K - $30.1K
|
6.06K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 6.26% |
$26.1K - $30.1K
|
3.89K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
228+ 8.24% |
$26K - $30K
|
3K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
228+ 4.44% |
$26K - $30K
|
5.37K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
227+ 13.72% |
$25.9K - $29.9K
|
1.88K
$245K
|