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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.36K- 4.2% |
$383K - $442K
|
76.6K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.39K- 10.33% |
$386K - $446K
|
29.4K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.4K- 6.74% |
$387K - $447K
|
47K
$6.13M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.47K- 48.5% |
$395K - $457K
|
3.69K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.53K- 45.45% |
$403K - $465K
|
4.24K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.73K- 4.8% |
$425K - $490K
|
74K
$9.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.77K- 10.71% |
$429K - $496K
|
31.4K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.79K- 12.61% |
$432K - $499K
|
26.3K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.95K- 38.49% |
$450K - $520K
|
6.31K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4K- 59.77% |
$456K - $526K
|
2.69K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.04K- 2.63% |
$460K - $531K
|
150K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.08K- 3.83% |
$465K - $537K
|
102K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.22K- 20.67% |
$481K - $556K
|
16.2K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.24K- 5.9% |
$483K - $558K
|
67.6K
$8.83M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 65.3% |
$490K - $566K
|
2.29K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.33K- 3.81% |
$494K - $570K
|
109K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.34K- 18.92% |
$494K - $570K
|
18.6K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.35K- 2.07% |
$495K - $572K
|
205K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.35K- 34.26% |
$496K - $572K
|
8.35K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.42K- 3.05% |
$503K - $581K
|
140K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 99.41% |
$516K - $596K
|
27
$3.52K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.59K- 0.92% |
$523K - $604K
|
493K
$64.3M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.6K- 18.75% |
$524K - $605K
|
19.9K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.72K- 74.17% |
$538K - $621K
|
1.65K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.96K- 3.29% |
$565K - $652K
|
146K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.04K- 6.45% |
$574K - $663K
|
73.1K
$9.54M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 29.8% |
$603K - $696K
|
12.5K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 49.57% |
$611K - $706K
|
5.46K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.55K- 5.92% |
$632K - $730K
|
88.2K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.64K- 5.44% |
$642K - $742K
|
98.1K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-5.7K- 26.66% |
$649K - $750K
|
15.7K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.7K- 19.01% |
$650K - $750K
|
24.3K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-5.75K- 49.65% |
$655K - $756K
|
5.83K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.86K- 7.13% |
$668K - $771K
|
76.4K
$9.97M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.91K- 6.33% |
$674K - $778K
|
87.5K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6K- 19.21% |
$684K - $789K
|
25.2K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-6.07K- 15.52% |
$692K - $799K
|
33.1K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.24K- 97.82% |
$710K - $820K
|
139
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.36K- 6.09% |
$725K - $837K
|
98.1K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.37K- 16.68% |
$726K - $838K
|
31.8K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.39K- 59.17% |
$727K - $840K
|
4.41K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.45K- 15.83% |
$735K - $848K
|
34.3K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.48K- 10.22% |
$738K - $852K
|
56.9K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.6K- 8.21% |
$752K - $868K
|
73.8K
$9.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 3.42% |
$770K - $889K
|
191K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-6.98K- 6.06% |
$795K - $918K
|
108K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.1K- 23.08% |
$809K - $935K
|
23.7K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.53K- 60.73% |
$858K - $990K
|
4.87K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.55K- 14.29% |
$860K - $993K
|
45.3K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.56K- 9.03% |
$861K - $994K
|
76.2K
$9.94M
|