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
|
First Financial Corp
|
SELL
|
- |
-95- 12.79% |
$10.8K - $12.5K
|
648
$84.6K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-95- 4.43% |
$10.8K - $12.5K
|
2.05K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.54% |
$10.9K - $12.6K
|
17.7K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-96- 1.04% |
$10.9K - $12.6K
|
9.16K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-98- 2.85% |
$11.2K - $12.9K
|
3.35K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 1.22% |
$11.3K - $13K
|
8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-99- 3.1% |
$11.3K - $13K
|
3.09K
$404K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 37.04% |
$11.4K - $13.2K
|
170
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 3.33% |
$11.4K - $13.2K
|
2.9K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.34% |
$11.4K - $13.2K
|
7.34K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.03% |
$11.4K - $13.2K
|
9.64K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.7% |
$11.4K - $13.2K
|
2.6K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 36.5% |
$11.4K - $13.2K
|
174
$22.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.71% |
$11.4K - $13.2K
|
5.74K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$11.4K - $13.2K
|
112K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-101- 3.31% |
$11.5K - $13.3K
|
2.95K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-103- 4.38% |
$11.7K - $13.5K
|
2.25K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-103- 4.21% |
$11.7K - $13.5K
|
2.35K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-106- 1.98% |
$12.1K - $13.9K
|
5.25K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-108- 1.68% |
$12.3K - $14.2K
|
6.31K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-108- 5.58% |
$12.3K - $14.2K
|
1.83K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-108- 3.97% |
$12.3K - $14.2K
|
2.61K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-110- 11.39% |
$12.5K - $14.5K
|
856
$112K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-110- 3.31% |
$12.5K - $14.5K
|
3.22K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 0.79% |
$12.5K - $14.5K
|
13.8K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 5.21% |
$12.8K - $14.7K
|
2.04K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-114- 0.73% |
$13K - $15K
|
15.6K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-114- 27.47% |
$13K - $15K
|
301
$39.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-115- 0.32% |
$13.1K - $15.1K
|
35.8K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 0.41% |
$13.3K - $15.4K
|
28.6K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-118- 64.13% |
$13.4K - $15.5K
|
66
$8.61K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-119- 5.94% |
$13.6K - $15.7K
|
1.89K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-120- 4.94% |
$13.7K - $15.8K
|
2.31K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-124- 5.47% |
$14.1K - $16.3K
|
2.14K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-124- 6.4% |
$14.1K - $16.3K
|
1.81K
$237K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-125- 0.76% |
$14.2K - $16.4K
|
16.4K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-125- 1.61% |
$14.2K - $16.4K
|
7.63K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-125- 2.64% |
$14.2K - $16.4K
|
4.6K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-129- 3.25% |
$14.7K - $17K
|
3.84K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-131- 0.86% |
$14.9K - $17.2K
|
15.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-132- 44.59% |
$15K - $17.4K
|
164
$21.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-137- 0.35% |
$15.6K - $18K
|
38.5K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-137- 0.3% |
$15.6K - $18K
|
46.1K
$6.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.1% |
$15.8K - $18.3K
|
3.25K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 3.93% |
$16K - $18.4K
|
3.42K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-141- 2.48% |
$16.1K - $18.5K
|
5.54K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-141- 3.93% |
$16.1K - $18.5K
|
3.45K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-142- 6.65% |
$16.2K - $18.7K
|
1.99K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-143- 0.3% |
$16.3K - $18.8K
|
48.1K
$6.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-143- 1.77% |
$16.3K - $18.8K
|
7.93K
$1.03M
|