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 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.84KNew |
$437K - $505K
|
3.84K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.79KNew |
$432K - $499K
|
3.79K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 5.52% |
$430K - $496K
|
72.1K
$9.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.74K+ 10.47% |
$426K - $491K
|
39.4K
$4.97M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.73KNew |
$424K - $490K
|
3.73K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.7K+ 37.93% |
$421K - $486K
|
13.4K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.64KNew |
$414K - $479K
|
3.64K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.6KNew |
$410K - $473K
|
3.6K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.59K+ 8.21% |
$409K - $472K
|
47.3K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 9.71% |
$409K - $472K
|
40.6K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.59K+ 55.58% |
$409K - $472K
|
10K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.57K+ 3.71% |
$406K - $469K
|
99.6K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.46K+ 150.89% |
$395K - $456K
|
5.76K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 12.89% |
$391K - $451K
|
30.1K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.43K+ 51.73% |
$391K - $451K
|
10.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.33K+ 10.24% |
$380K - $438K
|
35.9K
$4.52M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.31K+ 3.09% |
$377K - $435K
|
110K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 10.34% |
$376K - $434K
|
35.2K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.23K+ 30.89% |
$368K - $425K
|
13.7K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.2K+ 28.67% |
$365K - $421K
|
14.4K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.13KNew |
$357K - $412K
|
3.13K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.1KNew |
$353K - $408K
|
3.1K
$391K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 113.23% |
$353K - $408K
|
5.83K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.08K+ 11.1% |
$351K - $405K
|
30.8K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.02K+ 11.08% |
$344K - $397K
|
30.2K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.01KNew |
$343K - $396K
|
3.01K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3K+ 11.94% |
$342K - $395K
|
28.2K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 8.63% |
$342K - $395K
|
37.8K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 67.79% |
$338K - $390K
|
7.34K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.94K+ 77.72% |
$335K - $387K
|
6.72K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
2.93K+ 26.95% |
$333K - $385K
|
13.8K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.92K+ 18.91% |
$333K - $384K
|
18.4K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.91KNew |
$331K - $383K
|
2.91K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.72KNew |
$310K - $357K
|
2.72K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.71K+ 28.7% |
$309K - $357K
|
12.2K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.66K+ 3.37% |
$303K - $350K
|
81.5K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.65K+ 29.13% |
$302K - $348K
|
11.7K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.6KNew |
$296K - $342K
|
2.6K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.57KNew |
$293K - $338K
|
2.57K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.55K+ 45.33% |
$291K - $336K
|
8.19K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.52KNew |
$287K - $331K
|
2.52K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.5KNew |
$284K - $328K
|
2.5K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$282K - $325K
|
2.47K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.36K+ 6.45% |
$269K - $311K
|
39K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.36KNew |
$269K - $311K
|
2.36K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35KNew |
$268K - $309K
|
2.35K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.31K+ 60.1% |
$263K - $303K
|
6.14K
$775K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.3KNew |
$262K - $303K
|
2.3K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
2.3KNew |
$262K - $303K
|
2.3K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.3KNew |
$262K - $302K
|
2.3K
$290K
|