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 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-125- 2.64% |
$14.2K - $16.4K
|
4.6K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-129- 3.25% |
$14.7K - $17K
|
3.84K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-131- 0.86% |
$14.9K - $17.2K
|
15.1K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-132- 44.59% |
$15K - $17.4K
|
164
$21.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-137- 0.35% |
$15.6K - $18K
|
38.5K
$5.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-137- 0.3% |
$15.6K - $18K
|
46.1K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.1% |
$15.8K - $18.3K
|
3.25K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 3.93% |
$16K - $18.4K
|
3.42K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-141- 2.48% |
$16.1K - $18.5K
|
5.54K
$733K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-141- 3.93% |
$16.1K - $18.5K
|
3.45K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-142- 6.65% |
$16.2K - $18.7K
|
1.99K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-143- 0.3% |
$16.3K - $18.8K
|
48.1K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-143- 1.77% |
$16.3K - $18.8K
|
7.93K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-144- 3.62% |
$16.4K - $18.9K
|
3.84K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-145- 2.97% |
$16.5K - $19.1K
|
4.74K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 1.02% |
$17.1K - $19.7K
|
14.5K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-150- 95.54% |
$17.1K - $19.7K
|
7
$926
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 6.61% |
$17.1K - $19.7K
|
2.12K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-153- 2.75% |
$17.4K - $20.1K
|
5.4K
$715K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-155- 2.3% |
$17.7K - $20.4K
|
6.59K
$871K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-157- 3.43% |
$17.9K - $20.7K
|
4.42K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-158- 3.78% |
$18K - $20.8K
|
4.03K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-160- 6.02% |
$18.2K - $21K
|
2.5K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-164- 6.23% |
$18.7K - $21.6K
|
2.47K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-170- 0.13% |
$19.4K - $22.4K
|
134K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-171- 1.15% |
$19.5K - $22.5K
|
14.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 0.54% |
$19.8K - $22.9K
|
32.3K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-183- 3.66% |
$20.8K - $24.1K
|
4.81K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-185- 2.47% |
$21.1K - $24.3K
|
7.29K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-185- 4.29% |
$21.1K - $24.3K
|
4.13K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-190- 9.63% |
$21.6K - $25K
|
1.78K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-193- 3.41% |
$22K - $25.4K
|
5.46K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-195- 0.59% |
$22.2K - $25.7K
|
32.9K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-198- 5.48% |
$22.6K - $26K
|
3.41K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-198- 7.38% |
$22.6K - $26K
|
2.49K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-199- 7.43% |
$22.7K - $26.2K
|
2.48K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-199- 4.24% |
$22.7K - $26.2K
|
4.49K
$594K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 41.41% |
$22.8K - $26.3K
|
283
$37.4K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-201- 2.38% |
$22.9K - $26.4K
|
8.25K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-201- 0.52% |
$22.9K - $26.4K
|
38.5K
$5.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-205- 8.55% |
$23.4K - $27K
|
2.19K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-205- 74.82% |
$23.4K - $27K
|
69
$9.13K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-207- 2.76% |
$23.6K - $27.2K
|
7.3K
$966K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-211- 17.67% |
$24K - $27.8K
|
983
$130K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-213- 2.47% |
$24.3K - $28K
|
8.41K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-214- 8.48% |
$24.4K - $28.2K
|
2.31K
$306K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.39% |
$24.5K - $28.3K
|
55.3K
$7.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-216- 0.57% |
$24.6K - $28.4K
|
37.9K
$5.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-218- 7.57% |
$24.8K - $28.7K
|
2.66K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-219- 5.47% |
$25K - $28.8K
|
3.79K
$501K
|