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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 0.86% |
$3.53K - $4.08K
|
3.64K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$4.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
30+ 0.31% |
$3.42K - $3.95K
|
9.71K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.68K
|
12.2K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27+ 0.61% |
$3.08K - $3.55K
|
4.45K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
27+ 0.89% |
$3.08K - $3.55K
|
3.06K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
27+ 24.77% |
$3.08K - $3.55K
|
136
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
27+ 168.75% |
$3.08K - $3.55K
|
43
$5.61K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$2.96K - $3.42K
|
2.96K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 1.03% |
$2.85K - $3.29K
|
2.46K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25+ 4.66% |
$2.85K - $3.29K
|
562
$73.3K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
25+ 50.0% |
$2.85K - $3.29K
|
75
$9.79K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
25New |
$2.85K - $3.29K
|
25
$3.26K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.5% |
$2.85K - $3.29K
|
4.98K
$650K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25+ 9.09% |
$2.85K - $3.29K
|
300
$39.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 2.23% |
$2.73K - $3.16K
|
1.1K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.73K - $3.16K
|
24
$3.13K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
23+ 3.17% |
$2.62K - $3.03K
|
749
$97.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
22+ 0.92% |
$2.51K - $2.89K
|
2.41K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.17% |
$2.51K - $2.89K
|
13.1K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 9.59% |
$2.39K - $2.76K
|
240
$31.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 7.97% |
$2.28K - $2.63K
|
271
$35.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$2.28K - $2.63K
|
2.68K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20+ 0.7% |
$2.28K - $2.63K
|
2.88K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.2% |
$2.16K - $2.5K
|
9.44K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 0.51% |
$2.05K - $2.37K
|
3.57K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
18+ 0.99% |
$2.05K - $2.37K
|
1.84K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.98% |
$2.05K - $2.37K
|
623
$81.3K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 2.6% |
$2.05K - $2.37K
|
710
$92.7K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18+ 0.95% |
$2.05K - $2.37K
|
1.91K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17+ 0.07% |
$1.94K - $2.24K
|
23.9K
$3.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.82K - $2.1K
|
7.02K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$1.71K - $1.97K
|
10.3K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 13.64% |
$1.71K - $1.97K
|
125
$16.3K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
15+ 0.83% |
$1.71K - $1.97K
|
1.82K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.83% |
$1.71K - $1.97K
|
1.81K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.87K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 8.97% |
$1.48K - $1.71K
|
158
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13New |
$1.48K - $1.71K
|
13
$1.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
12+ 0.34% |
$1.37K - $1.58K
|
3.51K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 16.44% |
$1.37K - $1.58K
|
85
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.37K - $1.58K
|
2K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.12% |
$1.37K - $1.58K
|
10.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 0.41% |
$1.37K - $1.58K
|
2.96K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.45K
|
4.27K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.45K
|
5.65K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.16% |
$1.25K - $1.45K
|
6.8K
$887K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$1.14K - $1.32K
|
11
$1.44K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.56% |
$1.14K - $1.32K
|
1.78K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.14K - $1.32K
|
40.5K
$5.29M
|