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 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 1.21% |
$1.03K - $1.18K
|
734
$97.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-10- 0.26% |
$1.14K - $1.32K
|
3.88K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.64% |
$1.14K - $1.32K
|
1.55K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$1.14K - $1.32K
|
9.02K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10- 0.31% |
$1.14K - $1.32K
|
3.19K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.09% |
$1.14K - $1.32K
|
11.3K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.95K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.45K
|
3.79K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 8.33% |
$1.37K - $1.58K
|
132
$17.5K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 1.19% |
$1.37K - $1.58K
|
995
$132K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.71% |
$1.37K - $1.58K
|
1.67K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.19% |
$1.48K - $1.71K
|
6.67K
$882K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$1.48K - $1.71K
|
7.07K
$935K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.02% |
$1.6K - $1.84K
|
1.35K
$179K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14- 0.8% |
$1.6K - $1.84K
|
1.74K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.43% |
$1.71K - $1.97K
|
3.45K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 19.75% |
$1.82K - $2.1K
|
65
$8.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-17- 14.53% |
$1.94K - $2.24K
|
100
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-17- 0.69% |
$1.94K - $2.24K
|
2.46K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.57% |
$2.05K - $2.37K
|
3.13K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-18- 0.92% |
$2.05K - $2.37K
|
1.94K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-19- 0.43% |
$2.16K - $2.5K
|
4.39K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-19- 0.46% |
$2.16K - $2.5K
|
4.1K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-20- 18.87% |
$2.28K - $2.63K
|
86
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-20- 8.47% |
$2.28K - $2.63K
|
216
$28.6K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-20- 0.59% |
$2.28K - $2.63K
|
3.36K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 0.62% |
$2.28K - $2.63K
|
3.2K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.75% |
$2.28K - $2.63K
|
2.64K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-23- 0.22% |
$2.62K - $3.03K
|
10.6K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-23- 0.6% |
$2.62K - $3.03K
|
3.79K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-25- 1.17% |
$2.85K - $3.29K
|
2.11K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-25- 0.17% |
$2.85K - $3.29K
|
14.7K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-25- 9.12% |
$2.85K - $3.29K
|
249
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-26- 0.57% |
$2.96K - $3.42K
|
4.54K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-27- 0.91% |
$3.08K - $3.55K
|
2.96K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-27- 0.05% |
$3.08K - $3.55K
|
51.3K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-28- 0.74% |
$3.19K - $3.68K
|
3.78K
$499K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 0.51% |
$3.19K - $3.68K
|
5.48K
$724K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.34% |
$3.19K - $3.68K
|
8.24K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-29- 0.29% |
$3.3K - $3.81K
|
9.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.6% |
$3.3K - $3.81K
|
4.81K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.89% |
$3.42K - $3.95K
|
3.34K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 9.23% |
$3.42K - $3.95K
|
295
$39K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.53K - $4.08K
|
8.87K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32- 1.15% |
$3.65K - $4.21K
|
2.76K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$3.65K - $4.21K
|
3.4K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-33- 1.38% |
$3.76K - $4.34K
|
2.35K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-34- 0.54% |
$3.87K - $4.47K
|
6.32K
$836K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-34- 2.08% |
$3.87K - $4.47K
|
1.6K
$212K
|