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 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
36.6KNew |
$4.18M - $4.82M
|
36.6K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
34.5K+ 89.25% |
$3.93M - $4.54M
|
73.2K
$9.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.4KNew |
$3.8M - $4.39M
|
33.4K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
33.1KNew |
$3.77M - $4.35M
|
33.1K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 1.91% |
$3.76M - $4.34M
|
1.76M
$230M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.9K+ 51.99% |
$3.74M - $4.32M
|
96.1K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.6K+ 27.67% |
$3.48M - $4.02M
|
141K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28K+ 50.33% |
$3.19M - $3.68M
|
83.7K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
27.5KNew |
$3.13M - $3.62M
|
27.5K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27.4K+ 317.87% |
$3.12M - $3.6M
|
36K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.3K+ 124.98% |
$3.11M - $3.59M
|
49.1K
$6.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.8K+ 20.31% |
$3.06M - $3.53M
|
159K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
25.8K+ 50.89% |
$2.94M - $3.39M
|
76.5K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
24.8K+ 34.37% |
$2.82M - $3.26M
|
96.8K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
23.8K+ 3.11% |
$2.72M - $3.14M
|
789K
$103M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
23.1KNew |
$2.63M - $3.04M
|
23.1K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
22.3K+ 5.66% |
$2.54M - $2.93M
|
416K
$54.2M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$2.52M - $2.91M
|
22.1K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
21.8KNew |
$2.48M - $2.87M
|
21.8K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
21.5K+ 12.37% |
$2.44M - $2.82M
|
195K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.8K+ 11086.7% |
$2.37M - $2.74M
|
21K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
20.7K+ 113.06% |
$2.35M - $2.72M
|
39K
$5.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
20.4KNew |
$2.33M - $2.69M
|
20.4K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Geo Sphere Capital Management, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$2.32M - $2.68M
|
20.4K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
20K+ 29.85% |
$2.28M - $2.63M
|
87K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Engine Capital Management, LP
New York, NY |
BUY
|
- |
20KNew |
$2.28M - $2.63M
|
20K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.25M - $2.6M
|
19.8K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
19.5KNew |
$2.22M - $2.57M
|
19.5K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.4K+ 29.59% |
$2.21M - $2.55M
|
84.8K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
19.1K+ 1221.52% |
$2.17M - $2.51M
|
20.6K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
19.1K+ 45.72% |
$2.17M - $2.51M
|
60.7K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18.9K+ 78.92% |
$2.16M - $2.49M
|
42.9K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
17.1K+ 34.61% |
$1.95M - $2.25M
|
66.5K
$8.68M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8K+ 25.31% |
$1.91M - $2.21M
|
83.1K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.4K+ 12.09% |
$1.87M - $2.16M
|
152K
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
16.3K+ 6.79% |
$1.86M - $2.14M
|
256K
$33.5M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.1K+ 13.09% |
$1.83M - $2.11M
|
139K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16K+ 53.32% |
$1.82M - $2.1M
|
45.9K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
15.9K+ 57.49% |
$1.81M - $2.09M
|
43.5K
$5.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.9K+ 63.96% |
$1.81M - $2.09M
|
40.6K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8K+ 378.47% |
$1.8M - $2.08M
|
20K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.5K+ 220.24% |
$1.77M - $2.04M
|
22.5K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
15KNew |
$1.7M - $1.97M
|
15K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
14.9K+ 199.43% |
$1.7M - $1.96M
|
22.4K
$2.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
14.9K+ 8.84% |
$1.7M - $1.96M
|
183K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.9K+ 44.99% |
$1.69M - $1.95M
|
47.9K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.8KNew |
$1.69M - $1.95M
|
14.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.8K+ 0.64% |
$1.68M - $1.94M
|
2.31M
$302M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
14.6K+ 15.58% |
$1.67M - $1.92M
|
108K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.4K+ 15.91% |
$1.64M - $1.89M
|
105K
$13.7M
|