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 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
226+ 11.13% |
$25.7K - $29.7K
|
2.26K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221New |
$25.2K - $29.1K
|
221
$28.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219+ 0.62% |
$25K - $28.8K
|
35.5K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
218+ 10.69% |
$24.8K - $28.7K
|
2.26K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
214+ 12.05% |
$24.4K - $28.2K
|
1.99K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
214+ 6.32% |
$24.4K - $28.2K
|
3.6K
$470K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
210+ 1.65% |
$23.9K - $27.6K
|
12.9K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
200+ 17.78% |
$22.8K - $26.3K
|
1.33K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
199+ 8.39% |
$22.7K - $26.2K
|
2.57K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
188+ 0.78% |
$21.4K - $24.7K
|
24.2K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
186+ 9.07% |
$21.2K - $24.5K
|
2.24K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
182+ 15.4% |
$20.7K - $23.9K
|
1.36K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180+ 74.69% |
$20.5K - $23.7K
|
421
$54.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
178+ 5.39% |
$20.3K - $23.4K
|
3.48K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
175New |
$19.9K - $23K
|
175
$22.8K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
174+ 111.54% |
$19.8K - $22.9K
|
330
$43.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
173+ 9.5% |
$19.7K - $22.8K
|
2K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
170+ 5.9% |
$19.4K - $22.4K
|
3.05K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
169+ 4.08% |
$19.3K - $22.2K
|
4.31K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
168+ 0.44% |
$19.1K - $22.1K
|
38.1K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$18.7K - $21.6K
|
527
$68.8K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
163New |
$18.6K - $21.4K
|
163
$21.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
162+ 18.24% |
$18.5K - $21.3K
|
1.05K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
160+ 1.66% |
$18.2K - $21K
|
9.82K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
158+ 0.19% |
$18K - $20.8K
|
82.5K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
157New |
$17.9K - $20.7K
|
157
$20.5K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 5.12% |
$17.8K - $20.5K
|
3.2K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
156+ 0.52% |
$17.8K - $20.5K
|
30.2K
$3.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$20.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
154+ 5.88% |
$17.5K - $20.3K
|
2.77K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
153+ 4.21% |
$17.4K - $20.1K
|
3.79K
$494K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
153New |
$17.4K - $20.1K
|
153
$20K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
149+ 6.51% |
$17K - $19.6K
|
2.44K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
146+ 146.0% |
$16.6K - $19.2K
|
246
$32.1K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
140+ 6.38% |
$16K - $18.4K
|
2.33K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
139+ 3.86% |
$15.8K - $18.3K
|
3.74K
$488K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138+ 0.04% |
$15.7K - $18.2K
|
369K
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
138New |
$15.7K - $18.2K
|
138
$18K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
137+ 4.13% |
$15.6K - $18K
|
3.45K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
137+ 1.41% |
$15.6K - $18K
|
9.86K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
135+ 19.82% |
$15.4K - $17.8K
|
816
$106K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 1.6% |
$15.3K - $17.6K
|
8.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
133+ 7.48% |
$15.2K - $17.5K
|
1.91K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
133+ 92.36% |
$15.2K - $17.5K
|
277
$36.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
132+ 1.76% |
$15K - $17.4K
|
7.62K
$994K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
131+ 17.49% |
$14.9K - $17.2K
|
880
$115K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
131+ 0.38% |
$14.9K - $17.2K
|
35K
$4.57M
|