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 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.65K- 3.03% |
$188K - $217K
|
52.9K
$6.9M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.65K- 1.95% |
$188K - $218K
|
83.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.66K- 6.24% |
$189K - $218K
|
25K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.67K- 46.06% |
$190K - $219K
|
1.95K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 34.52% |
$192K - $222K
|
3.2K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.72K- 12.9% |
$196K - $226K
|
11.6K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 42.89% |
$198K - $229K
|
2.31K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.75K- 3.17% |
$200K - $231K
|
53.6K
$6.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.77K- 3.26% |
$201K - $232K
|
52.5K
$6.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 45.65% |
$203K - $235K
|
2.12K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.84K- 2.32% |
$209K - $241K
|
77.1K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.87K- 13.87% |
$214K - $247K
|
11.6K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.88K- 6.24% |
$214K - $247K
|
28.2K
$3.68M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 41.87% |
$222K - $257K
|
2.71K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.97K- 47.11% |
$225K - $260K
|
2.22K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.98K- 29.81% |
$225K - $260K
|
4.65K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.98K- 23.87% |
$225K - $260K
|
6.31K
$823K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.03K- 34.69% |
$231K - $267K
|
3.82K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.03K- 31.7% |
$232K - $267K
|
4.38K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.04K- 1.87% |
$233K - $269K
|
107K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.05K- 12.32% |
$234K - $270K
|
14.6K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.11K- 20.74% |
$241K - $278K
|
8.07K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.12K- 55.68% |
$242K - $279K
|
1.69K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 39.61% |
$243K - $280K
|
3.25K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.14K- 19.89% |
$244K - $282K
|
8.62K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.19K- 2.32% |
$250K - $288K
|
92.2K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.24K- 4.1% |
$255K - $294K
|
52.3K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.26K- 46.54% |
$258K - $298K
|
2.6K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.38K- 14.35% |
$271K - $313K
|
14.2K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.39K- 4.63% |
$273K - $315K
|
49.2K
$6.42M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-2.44K- 24.97% |
$277K - $320K
|
7.32K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.44K- 1.13% |
$278K - $321K
|
214K
$28M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.5K- 14.84% |
$285K - $329K
|
14.3K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.53K- 28.85% |
$288K - $333K
|
6.24K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 10.27% |
$289K - $333K
|
22.1K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.55K- 7.22% |
$291K - $336K
|
32.8K
$4.28M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.58K- 5.11% |
$294K - $339K
|
47.9K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59KClosed |
$295K - $340K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.63K- 26.57% |
$300K - $346K
|
7.27K
$948K
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.69K- 6.13% |
$306K - $353K
|
41.2K
$5.37M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 37.22% |
$311K - $359K
|
4.61K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.75K- 12.45% |
$313K - $361K
|
19.3K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.77K- 26.68% |
$315K - $364K
|
7.61K
$993K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.83K- 12.78% |
$323K - $373K
|
19.3K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.89K- 43.34% |
$329K - $380K
|
3.77K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 19.8% |
$344K - $398K
|
12.2K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.27K- 14.36% |
$372K - $430K
|
19.5K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 49.14% |
$373K - $431K
|
3.39K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.3K- 1.32% |
$376K - $434K
|
248K
$32.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.32K- 9.55% |
$378K - $437K
|
31.5K
$4.11M
|