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 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.77K+ 23.71% |
$772K - $891K
|
35.3K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.74K+ 29.89% |
$768K - $886K
|
29.3K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.63K+ 7.55% |
$755K - $872K
|
94.4K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.44K+ 269.27% |
$734K - $847K
|
8.83K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
6.4KNew |
$729K - $842K
|
6.4K
$835K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.29K+ 44.47% |
$717K - $828K
|
20.4K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.26K+ 24.0% |
$713K - $824K
|
32.3K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.15K+ 2.41% |
$701K - $809K
|
262K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.02KNew |
$686K - $792K
|
6.02K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
6K+ 1.52% |
$684K - $789K
|
402K
$52.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.97K+ 64.52% |
$680K - $785K
|
15.2K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.92K+ 60.95% |
$674K - $779K
|
15.6K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.91KNew |
$674K - $778K
|
5.91K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
5.89KNew |
$671K - $774K
|
5.89K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.85K+ 15.61% |
$666K - $769K
|
43.3K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 129.52% |
$661K - $764K
|
10.3K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.76K+ 24.09% |
$656K - $758K
|
29.7K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5.72K+ 50.19% |
$652K - $753K
|
17.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.6K+ 4.78% |
$638K - $737K
|
123K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.6KNew |
$637K - $736K
|
5.6K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 13.97% |
$621K - $717K
|
44.5K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
5.45KNew |
$621K - $717K
|
5.45K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.45K+ 37.21% |
$620K - $716K
|
20.1K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 65.62% |
$612K - $707K
|
13.6K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.36K+ 5.99% |
$611K - $706K
|
94.9K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.21KNew |
$594K - $685K
|
5.21K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.08K+ 12.44% |
$578K - $668K
|
45.9K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
4.93K+ 54.18% |
$562K - $649K
|
14K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.91KNew |
$559K - $645K
|
4.91K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.87K+ 13.33% |
$555K - $641K
|
41.4K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.8K+ 486.73% |
$547K - $632K
|
5.79K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 5.38% |
$547K - $632K
|
94.1K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.72KNew |
$537K - $621K
|
4.72K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.69K+ 21.92% |
$534K - $616K
|
26.1K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.62K+ 11.2% |
$526K - $608K
|
45.9K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
4.45K+ 2.86% |
$507K - $585K
|
160K
$20.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.43K+ 10.36% |
$504K - $582K
|
47.1K
$6.15M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 22.58% |
$495K - $572K
|
23.6K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.3KNew |
$489K - $565K
|
4.3K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.24K+ 2.13% |
$483K - $558K
|
204K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.23K+ 18.53% |
$482K - $556K
|
27K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.12K+ 9.09% |
$470K - $542K
|
49.5K
$6.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.11K+ 1.81% |
$468K - $540K
|
230K
$30.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.05K+ 2.14% |
$461K - $532K
|
193K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.02KNew |
$458K - $529K
|
4.02K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.01K+ 13.42% |
$457K - $528K
|
33.9K
$4.43M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4K+ 6.73% |
$456K - $526K
|
63.4K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.93K+ 31.59% |
$447K - $516K
|
16.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.85K+ 31.92% |
$439K - $506K
|
15.9K
$2.08M
|