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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-340- 9.34% |
$38.7K - $44.7K
|
3.3K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-345- 1.24% |
$39.3K - $45.4K
|
27.5K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-349- 12.38% |
$39.8K - $45.9K
|
2.47K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-350- 15.3% |
$39.9K - $46K
|
1.94K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-350- 3.35% |
$39.9K - $46K
|
10.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-353- 16.85% |
$40.2K - $46.4K
|
1.74K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-359- 4.88% |
$40.9K - $47.2K
|
7K
$914K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-359- 6.75% |
$40.9K - $47.2K
|
4.96K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-370- 2.75% |
$42.2K - $48.7K
|
13.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-371- 19.98% |
$42.3K - $48.8K
|
1.49K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-375- 2.96% |
$42.7K - $49.3K
|
12.3K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-377- 32.81% |
$43K - $49.6K
|
772
$101K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-380- 1.44% |
$43.3K - $50K
|
26.1K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-381- 13.4% |
$43.4K - $50.1K
|
2.46K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-388- 2.3% |
$44.2K - $51K
|
16.5K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-400- 3.34% |
$45.6K - $52.6K
|
11.6K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-400- 0.18% |
$45.6K - $52.6K
|
220K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-400- 4.16% |
$45.6K - $52.6K
|
9.21K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-404- 9.69% |
$46K - $53.1K
|
3.77K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-405- 23.01% |
$46.1K - $53.3K
|
1.36K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-405- 7.25% |
$46.1K - $53.3K
|
5.18K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-410- 30.76% |
$46.7K - $53.9K
|
923
$120K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-410- 3.51% |
$46.7K - $53.9K
|
11.3K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-415- 10.3% |
$47.3K - $54.6K
|
3.61K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-420- 8.79% |
$47.9K - $55.3K
|
4.36K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-422- 6.29% |
$48.1K - $55.5K
|
6.28K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-424- 0.4% |
$48.3K - $55.8K
|
105K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 6.32% |
$49K - $56.6K
|
6.37K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-430- 11.7% |
$49K - $56.6K
|
3.25K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-433- 7.6% |
$49.3K - $57K
|
5.27K
$687K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-436- 33.46% |
$49.7K - $57.4K
|
867
$113K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-437- 10.16% |
$49.8K - $57.5K
|
3.86K
$504K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-448- 4.89% |
$51K - $58.9K
|
8.72K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-450- 4.73% |
$51.3K - $59.2K
|
9.07K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-467- 7.29% |
$53.2K - $61.4K
|
5.94K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 74.72% |
$53.9K - $62.2K
|
160
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-475- 13.53% |
$54.1K - $62.5K
|
3.04K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-476- 2.65% |
$54.2K - $62.6K
|
17.5K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-485- 10.21% |
$55.3K - $63.8K
|
4.26K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 8.54% |
$57K - $65.8K
|
5.35K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-505- 7.27% |
$57.5K - $66.4K
|
6.44K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-514- 1.94% |
$58.6K - $67.6K
|
26K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-516- 13.26% |
$58.8K - $67.9K
|
3.38K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-525- 1.38% |
$59.8K - $69.1K
|
37.5K
$4.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-525- 21.33% |
$59.8K - $69.1K
|
1.94K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-536- 24.5% |
$61.1K - $70.5K
|
1.65K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 6.75% |
$61.4K - $70.9K
|
7.44K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-543- 2.26% |
$61.9K - $71.4K
|
23.5K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-543- 2.49% |
$61.9K - $71.4K
|
21.3K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-560- 3.23% |
$63.8K - $73.7K
|
16.8K
$2.19M
|