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
|
Amg National Trust Bank
|
BUY
|
- |
66+ 0.98% |
$7.52K - $8.68K
|
6.83K
$891K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
66+ 1.7% |
$7.52K - $8.68K
|
3.94K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.36% |
$7.29K - $8.42K
|
17.6K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 310.0% |
$7.06K - $8.16K
|
82
$10.7K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$7.06K - $8.16K
|
62
$8.09K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 2.63% |
$6.95K - $8.02K
|
2.38K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
59+ 1.39% |
$6.72K - $7.76K
|
4.29K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
58+ 118.37% |
$6.61K - $7.63K
|
107
$14K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
55+ 3.19% |
$6.27K - $7.24K
|
1.78K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 1.29% |
$6.15K - $7.1K
|
4.23K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
54+ 1.39% |
$6.15K - $7.1K
|
3.94K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
52+ 0.96% |
$5.92K - $6.84K
|
5.47K
$713K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 1.59% |
$5.92K - $6.84K
|
3.33K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 1.34% |
$5.81K - $6.71K
|
3.87K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
51+ 0.62% |
$5.81K - $6.71K
|
8.29K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
51+ 0.39% |
$5.81K - $6.71K
|
13.2K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$5.7K - $6.58K
|
2.79K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.29% |
$5.7K - $6.58K
|
2.24K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$5.7K - $6.58K
|
16.3K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
50+ 62.5% |
$5.7K - $6.58K
|
130
$17K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.71% |
$5.7K - $6.58K
|
7.13K
$930K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
49+ 1.62% |
$5.58K - $6.45K
|
3.07K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.31% |
$5.58K - $6.45K
|
3.79K
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 4.36% |
$5.47K - $6.31K
|
1.15K
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 22.17% |
$5.35K - $6.18K
|
259
$33.8K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47+ 0.76% |
$5.35K - $6.18K
|
6.2K
$810K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 2.4% |
$5.24K - $6.05K
|
1.96K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45+ 195.65% |
$5.13K - $5.92K
|
68
$8.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.39% |
$5.01K - $5.79K
|
1.89K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
44+ 0.85% |
$5.01K - $5.79K
|
5.2K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
41+ 0.96% |
$4.67K - $5.39K
|
4.32K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 0.59% |
$4.56K - $5.26K
|
6.88K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
40+ 0.12% |
$4.56K - $5.26K
|
33.6K
$4.38M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
39+ 0.64% |
$4.44K - $5.13K
|
6.16K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
38+ 0.44% |
$4.33K - $5K
|
8.75K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 1.25% |
$4.33K - $5K
|
3.09K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 1.64% |
$4.33K - $5K
|
2.35K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 2.09% |
$4.33K - $5K
|
1.86K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.1% |
$4.33K - $5K
|
1.85K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 18.32% |
$4.22K - $4.87K
|
239
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.04% |
$4.22K - $4.87K
|
3.61K
$471K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
37+ 411.11% |
$4.22K - $4.87K
|
46
$6K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$4.22K - $4.87K
|
37
$4.83K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.48% |
$3.76K - $4.34K
|
6.9K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 366.67% |
$3.76K - $4.34K
|
42
$5.48K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 0.84% |
$3.65K - $4.21K
|
3.83K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 14.55% |
$3.65K - $4.21K
|
252
$32.9K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.66% |
$3.65K - $4.21K
|
4.86K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
32+ 0.42% |
$3.65K - $4.21K
|
7.68K
$1M
|