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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-240- 11.95% |
$27.3K - $31.6K
|
1.77K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 2.06% |
$28.5K - $32.9K
|
11.9K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-251- 12.55% |
$28.6K - $33K
|
1.75K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-257- 3.13% |
$29.3K - $33.8K
|
7.96K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-259- 7.84% |
$29.5K - $34.1K
|
3.05K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-260- 1.02% |
$29.6K - $34.2K
|
25.2K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-264- 5.24% |
$30.1K - $34.7K
|
4.77K
$623K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-264- 2.25% |
$30.1K - $34.7K
|
11.5K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-265- 1.59% |
$30.2K - $34.9K
|
16.4K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-266- 11.46% |
$30.3K - $35K
|
2.06K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-269- 1.79% |
$30.6K - $35.4K
|
14.7K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-273- 3.57% |
$31.1K - $35.9K
|
7.37K
$962K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-274- 0.53% |
$31.2K - $36K
|
51.4K
$6.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-275- 11.0% |
$31.3K - $36.2K
|
2.23K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-275- 4.01% |
$31.3K - $36.2K
|
6.58K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-275- 5.14% |
$31.3K - $36.2K
|
5.08K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-278- 2.1% |
$31.7K - $36.6K
|
13K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-280- 1.42% |
$31.9K - $36.8K
|
19.5K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-287- 1.73% |
$32.7K - $37.8K
|
16.3K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-288- 7.43% |
$32.8K - $37.9K
|
3.59K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-288- 0.51% |
$32.8K - $37.9K
|
56.6K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-289- 5.35% |
$32.9K - $38K
|
5.11K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-290- 0.58% |
$33K - $38.1K
|
49.7K
$6.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-290- 9.6% |
$33K - $38.1K
|
2.73K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-292- 6.04% |
$33.3K - $38.4K
|
4.54K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-292- 3.45% |
$33.3K - $38.4K
|
8.18K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-292- 1.95% |
$33.3K - $38.4K
|
14.7K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-298- 4.78% |
$34K - $39.2K
|
5.94K
$775K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 7.46% |
$34.2K - $39.5K
|
3.72K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 4.1% |
$34.2K - $39.5K
|
7.03K
$917K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-300- 1.15% |
$34.2K - $39.5K
|
25.9K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 4.11% |
$34.2K - $39.5K
|
6.99K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-300- 61.1% |
$34.2K - $39.5K
|
191
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$34.2K - $39.5K
|
84.4K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 6.08% |
$34.2K - $39.5K
|
4.64K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-300- 8.74% |
$34.2K - $39.5K
|
3.13K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 14.67% |
$34.2K - $39.5K
|
1.75K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-301- 10.4% |
$34.3K - $39.6K
|
2.59K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-309- 1.39% |
$35.2K - $40.6K
|
21.9K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-311- 4.63% |
$35.4K - $40.9K
|
6.41K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-312- 12.96% |
$35.5K - $41K
|
2.1K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-314- 1.69% |
$35.8K - $41.3K
|
18.2K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-316- 2.58% |
$36K - $41.6K
|
11.9K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-318- 6.84% |
$36.2K - $41.8K
|
4.33K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-320- 2.31% |
$36.5K - $42.1K
|
13.5K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-321- 1.27% |
$36.6K - $42.2K
|
25K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-325- 0.97% |
$37K - $42.8K
|
33.2K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-331- 14.94% |
$37.7K - $43.5K
|
1.89K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-340- 1.72% |
$38.7K - $44.7K
|
19.5K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-340- 1.97% |
$38.7K - $44.7K
|
16.9K
$2.2M
|