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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 6.43% |
$1.64M - $1.89M
|
238K
$31M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.3K+ 20.8% |
$1.63M - $1.89M
|
83.3K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 52.83% |
$1.55M - $1.79M
|
39.3K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5K+ 2.6% |
$1.54M - $1.77M
|
531K
$69.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 2.31% |
$1.51M - $1.74M
|
587K
$76.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 1.57% |
$1.44M - $1.66M
|
813K
$106M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.6K+ 3.5% |
$1.44M - $1.66M
|
373K
$48.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
12.3K+ 4.79% |
$1.4M - $1.62M
|
269K
$35.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.2K+ 7.17% |
$1.39M - $1.61M
|
183K
$23.9M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.2KNew |
$1.39M - $1.61M
|
12.2K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12K+ 525.5% |
$1.37M - $1.58M
|
14.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9K+ 59.61% |
$1.36M - $1.57M
|
32K
$4.17M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 165.0% |
$1.36M - $1.57M
|
19.1K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$1.34M - $1.55M
|
11.8K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 9.29% |
$1.34M - $1.55M
|
138K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
11.7KNew |
$1.33M - $1.54M
|
11.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 5.1% |
$1.3M - $1.5M
|
235K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
11.2K+ 0.72% |
$1.27M - $1.47M
|
1.55M
$203M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.23M - $1.42M
|
10.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.4K+ 6.51% |
$1.18M - $1.36M
|
169K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.1K+ 40.68% |
$1.15M - $1.33M
|
34.9K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 96.61% |
$1.15M - $1.33M
|
20.5K
$2.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
10K+ 30.77% |
$1.14M - $1.32M
|
42.5K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
10KNew |
$1.14M - $1.32M
|
10K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.77K+ 4.1% |
$1.11M - $1.29M
|
248K
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.71KNew |
$1.11M - $1.28M
|
9.71K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 45.34% |
$1.07M - $1.23M
|
30.1K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.12KNew |
$1.04M - $1.2M
|
9.12K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.11K+ 6.81% |
$1.04M - $1.2M
|
143K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
9.02KNew |
$1.03M - $1.19M
|
9.02K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.02K+ 37.23% |
$1.03M - $1.19M
|
33.3K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 1.76% |
$1.03M - $1.19M
|
520K
$67.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.01K+ 14.33% |
$1.03M - $1.18M
|
71.9K
$9.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
8.9K+ 10.35% |
$1.01M - $1.17M
|
94.9K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.88K+ 361.86% |
$1.01M - $1.17M
|
11.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
8.8K+ 41.98% |
$1M - $1.16M
|
29.7K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 2.95% |
$983K - $1.13M
|
301K
$39.3M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.51K+ 307.08% |
$969K - $1.12M
|
11.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.19KNew |
$933K - $1.08M
|
8.19K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.16KNew |
$930K - $1.07M
|
8.16K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.79KNew |
$887K - $1.02M
|
7.79K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.75K+ 11.27% |
$883K - $1.02M
|
76.5K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$877K - $1.01M
|
7.7K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
7.41K+ 94.55% |
$844K - $974K
|
15.2K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.37K+ 4.06% |
$840K - $970K
|
189K
$24.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.19K+ 5.08% |
$819K - $946K
|
149K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.01KNew |
$799K - $922K
|
7.01K
$915K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7K+ 5.28% |
$797K - $921K
|
139K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.95K+ 22.53% |
$792K - $914K
|
37.8K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.82K+ 353.97% |
$777K - $897K
|
8.75K
$1.14M
|