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 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
55+ 3.19% |
$6.27K - $7.24K
|
1.78K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 1.29% |
$6.15K - $7.1K
|
4.23K
$523K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 4.36% |
$5.47K - $6.31K
|
1.15K
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 0.84% |
$3.65K - $4.21K
|
3.83K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 2.23% |
$2.73K - $3.16K
|
1.1K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 7.97% |
$2.28K - $2.63K
|
271
$33.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
12+ 0.34% |
$1.37K - $1.58K
|
3.51K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 1.21% |
$1.03K - $1.18K
|
753
$93K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.93% |
$798 - $921
|
760
$93.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6+ 0.37% |
$684 - $789
|
1.63K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 7.94% |
$570 - $658
|
68
$8.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$456 - $526
|
3.88K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$228 - $263
|
2.12K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.94% |
$228 - $263
|
105
$13K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $132
|
2.65K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.68% |
$114 - $132
|
148
$18.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.04% |
$114 - $132
|
2.78K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.13% |
$228 - $263
|
1.5K
$185K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-25- 1.17% |
$2.85K - $3.29K
|
2.11K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32- 1.15% |
$3.65K - $4.21K
|
2.76K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-44- 0.23% |
$5.01K - $5.79K
|
19.4K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-45- 4.56% |
$5.13K - $5.92K
|
942
$116K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-51- 0.51% |
$5.81K - $6.71K
|
9.87K
$1.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-72- 3.74% |
$8.2K - $9.47K
|
1.86K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-73- 3.36% |
$8.32K - $9.6K
|
2.1K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-77- 19.2% |
$8.77K - $10.1K
|
324
$40K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-79- 8.22% |
$9K - $10.4K
|
882
$109K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-95- 12.79% |
$10.8K - $12.5K
|
648
$80K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 37.04% |
$11.4K - $13.2K
|
170
$21K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 3.33% |
$11.4K - $13.2K
|
2.9K
$358K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-125- 0.76% |
$14.2K - $16.4K
|
16.4K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-137- 0.35% |
$15.6K - $18K
|
38.5K
$4.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-137- 0.3% |
$15.6K - $18K
|
46.1K
$5.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-205- 8.55% |
$23.4K - $27K
|
2.19K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-216- 0.57% |
$24.6K - $28.4K
|
37.9K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-223- 13.08% |
$25.4K - $29.3K
|
1.48K
$183K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-234- 4.2% |
$26.7K - $30.8K
|
5.33K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-275- 11.0% |
$31.3K - $36.2K
|
2.23K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-292- 6.04% |
$33.3K - $38.4K
|
4.54K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-298- 4.78% |
$34K - $39.2K
|
5.94K
$733K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 7.46% |
$34.2K - $39.5K
|
3.72K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 4.1% |
$34.2K - $39.5K
|
7.03K
$868K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-301- 10.4% |
$34.3K - $39.6K
|
2.59K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-312- 12.96% |
$35.5K - $41K
|
2.1K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-325- 0.97% |
$37K - $42.8K
|
33.2K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-359- 4.88% |
$40.9K - $47.2K
|
7K
$865K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-405- 23.01% |
$46.1K - $53.3K
|
1.36K
$167K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-437- 10.16% |
$49.8K - $57.5K
|
3.86K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-784- 17.57% |
$89.3K - $103K
|
3.68K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.23K- 25.58% |
$140K - $161K
|
3.57K
$440K
|