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 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.27% |
$5.35K - $6.18K
|
17.5K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49- 0.42% |
$5.58K - $6.45K
|
11.6K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-50- 0.26% |
$5.7K - $6.58K
|
19K
$2.48M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.74% |
$5.7K - $6.58K
|
6.72K
$877K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-51- 0.51% |
$5.81K - $6.71K
|
9.87K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-52- 0.46% |
$5.92K - $6.84K
|
11.3K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-53- 0.64% |
$6.04K - $6.97K
|
8.26K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54- 0.93% |
$6.15K - $7.1K
|
5.77K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-55- 2.97% |
$6.27K - $7.24K
|
1.8K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.9% |
$6.61K - $7.63K
|
6.41K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-59- 2.69% |
$6.72K - $7.76K
|
2.14K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-61- 70.93% |
$6.95K - $8.02K
|
25
$3.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-62- 0.87% |
$7.06K - $8.16K
|
7.1K
$927K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-62- 1.73% |
$7.06K - $8.16K
|
3.53K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-63- 2.53% |
$7.18K - $8.29K
|
2.43K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-63- 1.4% |
$7.18K - $8.29K
|
4.43K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-63- 2.14% |
$7.18K - $8.29K
|
2.89K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.66% |
$7.41K - $8.55K
|
9.73K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-65- 1.57% |
$7.41K - $8.55K
|
4.07K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-67- 19.14% |
$7.63K - $8.81K
|
283
$36.9K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-69- 2.91% |
$7.86K - $9.08K
|
2.3K
$301K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-72- 3.74% |
$8.2K - $9.47K
|
1.86K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.83% |
$8.2K - $9.47K
|
8.56K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-73- 3.36% |
$8.32K - $9.6K
|
2.1K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 28.91% |
$8.43K - $9.73K
|
182
$23.8K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.81% |
$8.54K - $9.87K
|
4.06K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$26.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-77- 19.2% |
$8.77K - $10.1K
|
324
$42.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 6.08% |
$8.77K - $10.1K
|
1.19K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 1.76% |
$8.77K - $10.1K
|
4.31K
$562K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-78- 0.95% |
$8.89K - $10.3K
|
8.16K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-79- 8.22% |
$9K - $10.4K
|
882
$115K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 1.91% |
$9.23K - $10.7K
|
4.16K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-83- 2.52% |
$9.46K - $10.9K
|
3.22K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-83- 3.64% |
$9.46K - $10.9K
|
2.2K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-86- 2.17% |
$9.8K - $11.3K
|
3.87K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-87- 15.13% |
$9.91K - $11.4K
|
488
$63.7K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-88- 1.7% |
$10K - $11.6K
|
5.1K
$665K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-91- 3.59% |
$10.4K - $12K
|
2.44K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-92- 5.89% |
$10.5K - $12.1K
|
1.47K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-92- 3.37% |
$10.5K - $12.1K
|
2.64K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-93- 0.31% |
$10.6K - $12.2K
|
30.3K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-93- 2.42% |
$10.6K - $12.2K
|
3.75K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-93- 1.25% |
$10.6K - $12.2K
|
7.36K
$961K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 2.91% |
$10.6K - $12.2K
|
3.11K
$405K
|