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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
131+ 35.22% |
$14.9K - $17.2K
|
503
$65.6K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
131+ 7.15% |
$14.9K - $17.2K
|
1.96K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
124+ 33.33% |
$14.1K - $16.3K
|
496
$64.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 19.84% |
$14K - $16.2K
|
743
$97K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 0.81% |
$14K - $16.2K
|
15.3K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
121+ 1.52% |
$13.8K - $15.9K
|
8.09K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121+ 0.33% |
$13.8K - $15.9K
|
36.5K
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.14% |
$12.9K - $14.9K
|
82.9K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
112+ 6.0% |
$12.8K - $14.7K
|
1.98K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.18% |
$12.6K - $14.6K
|
5.21K
$680K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
108+ 1.26% |
$12.3K - $14.2K
|
8.65K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
108+ 3.44% |
$12.3K - $14.2K
|
3.25K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
107+ 0.62% |
$12.2K - $14.1K
|
17.3K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
106New |
$12.1K - $13.9K
|
106
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 3.99% |
$11.8K - $13.7K
|
2.71K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
103+ 4.32% |
$11.7K - $13.5K
|
2.49K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 3.01% |
$11.5K - $13.3K
|
3.46K
$451K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
100+ 3.56% |
$11.4K - $13.2K
|
2.91K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100+ 1.9% |
$11.4K - $13.2K
|
5.36K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
100+ 3.04% |
$11.4K - $13.2K
|
3.39K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11.4K - $13.2K
|
100
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
100+ 4.99% |
$11.4K - $13.2K
|
2.11K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
99New |
$11.3K - $13K
|
99
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 2.09% |
$11.3K - $13K
|
4.83K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
98New |
$11.2K - $12.9K
|
98
$12.8K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
96+ 7.15% |
$10.9K - $12.6K
|
1.44K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 0.83% |
$10.7K - $12.4K
|
11.5K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 4.63% |
$10.7K - $12.4K
|
2.13K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 1.02% |
$10.6K - $12.2K
|
9.17K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
92+ 2.46% |
$10.5K - $12.1K
|
3.83K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
92New |
$10.5K - $12.1K
|
92
$12K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 4.5% |
$10.3K - $11.8K
|
2.09K
$273K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 4.9% |
$10.3K - $11.8K
|
1.93K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 3.63% |
$10.3K - $11.8K
|
2.57K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
88+ 2.87% |
$10K - $11.6K
|
3.16K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
87+ 0.46% |
$9.91K - $11.4K
|
19K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 34.4% |
$9.8K - $11.3K
|
336
$43.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84+ 1.72% |
$9.57K - $11.1K
|
4.96K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
81+ 1.13% |
$9.23K - $10.7K
|
7.24K
$945K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
79+ 0.71% |
$9K - $10.4K
|
11.2K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
78New |
$8.89K - $10.3K
|
78
$10.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 256.67% |
$8.77K - $10.1K
|
107
$14K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.88% |
$8.54K - $9.87K
|
4.06K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
75+ 1.72% |
$8.54K - $9.87K
|
4.45K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 3.7% |
$8.43K - $9.73K
|
2.07K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 2.39% |
$7.98K - $9.21K
|
3K
$391K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
68+ 3.09% |
$7.75K - $8.95K
|
2.27K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 2.01% |
$7.63K - $8.81K
|
3.41K
$445K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67New |
$7.63K - $8.81K
|
67
$8.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
66New |
$7.52K - $8.68K
|
66
$8.61K
|