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 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 17.5% |
$3.99K - $4.6K
|
165
$21.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-35- 1.51% |
$3.99K - $4.6K
|
2.29K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-36- 0.69% |
$4.1K - $4.74K
|
5.17K
$684K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-36- 40.0% |
$4.1K - $4.74K
|
54
$7.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 2.07% |
$4.67K - $5.39K
|
1.94K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-42- 1.39% |
$4.79K - $5.53K
|
2.98K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-42- 1.48% |
$4.79K - $5.53K
|
2.8K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-44- 0.23% |
$5.01K - $5.79K
|
19.4K
$2.57M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-44- 0.65% |
$5.01K - $5.79K
|
6.72K
$889K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-45- 4.56% |
$5.13K - $5.92K
|
942
$125K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-46- 2.46% |
$5.24K - $6.05K
|
1.83K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.27% |
$5.35K - $6.18K
|
17.5K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49- 0.42% |
$5.58K - $6.45K
|
11.6K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-50- 0.26% |
$5.7K - $6.58K
|
19K
$2.52M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.74% |
$5.7K - $6.58K
|
6.72K
$889K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-51- 0.51% |
$5.81K - $6.71K
|
9.87K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-52- 0.46% |
$5.92K - $6.84K
|
11.3K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-53- 0.64% |
$6.04K - $6.97K
|
8.26K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$23.3K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54- 0.93% |
$6.15K - $7.1K
|
5.77K
$763K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-55- 2.97% |
$6.27K - $7.24K
|
1.8K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.9% |
$6.61K - $7.63K
|
6.41K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-59- 2.69% |
$6.72K - $7.76K
|
2.14K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-61- 70.93% |
$6.95K - $8.02K
|
25
$3.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-62- 0.87% |
$7.06K - $8.16K
|
7.1K
$939K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-62- 1.73% |
$7.06K - $8.16K
|
3.53K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-63- 2.53% |
$7.18K - $8.29K
|
2.43K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$187K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-63- 1.4% |
$7.18K - $8.29K
|
4.43K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-63- 2.14% |
$7.18K - $8.29K
|
2.89K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.66% |
$7.41K - $8.55K
|
9.73K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-65- 1.57% |
$7.41K - $8.55K
|
4.07K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-67- 19.14% |
$7.63K - $8.81K
|
283
$37.4K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-69- 2.91% |
$7.86K - $9.08K
|
2.3K
$305K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-72- 3.74% |
$8.2K - $9.47K
|
1.86K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.83% |
$8.2K - $9.47K
|
8.56K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-73- 3.36% |
$8.32K - $9.6K
|
2.1K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 28.91% |
$8.43K - $9.73K
|
182
$24.1K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.81% |
$8.54K - $9.87K
|
4.06K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$26.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-77- 19.2% |
$8.77K - $10.1K
|
324
$42.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 6.08% |
$8.77K - $10.1K
|
1.19K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 1.76% |
$8.77K - $10.1K
|
4.31K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-78- 0.95% |
$8.89K - $10.3K
|
8.16K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-79- 8.22% |
$9K - $10.4K
|
882
$117K
|