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 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 94.12% |
$252K - $291K
|
4.56K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.21K+ 5.85% |
$251K - $290K
|
39.9K
$5.21M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.18KNew |
$248K - $287K
|
2.18K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.17K+ 26.75% |
$247K - $286K
|
10.3K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.08K+ 33.53% |
$237K - $274K
|
8.29K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.05KNew |
$233K - $269K
|
2.05K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.04K+ 9.93% |
$233K - $268K
|
22.6K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.04KNew |
$232K - $268K
|
2.04K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.02KNew |
$230K - $266K
|
2.02K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01K+ 10.52% |
$229K - $265K
|
21.1K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.01K+ 7.58% |
$229K - $264K
|
28.5K
$3.72M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.99K+ 5.68% |
$226K - $261K
|
36.9K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 7.68% |
$226K - $261K
|
27.8K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.98KNew |
$226K - $261K
|
1.98K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 23.4% |
$223K - $258K
|
10.3K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.96KNew |
$223K - $257K
|
1.96K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.93K+ 14.26% |
$220K - $254K
|
15.5K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.92KNew |
$218K - $252K
|
1.92K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.9KNew |
$217K - $250K
|
1.9K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.89KNew |
$215K - $249K
|
1.89K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.87K+ 0.59% |
$214K - $247K
|
318K
$41.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.86K+ 3.94% |
$212K - $244K
|
49.1K
$6.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.86KNew |
$212K - $244K
|
1.86K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.86K+ 13.78% |
$211K - $244K
|
15.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.86K+ 67.8% |
$211K - $244K
|
4.59K
$599K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85KNew |
$211K - $243K
|
1.85K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.84KNew |
$210K - $242K
|
1.84K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.84KNew |
$209K - $242K
|
1.84K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$209K - $241K
|
1.83K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.83KNew |
$209K - $241K
|
1.83K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.83K+ 0.55% |
$208K - $240K
|
335K
$43.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 33.11% |
$207K - $239K
|
7.31K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.81K+ 8.37% |
$207K - $239K
|
23.5K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.78K+ 42.21% |
$202K - $234K
|
5.98K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$201K - $232K
|
1.77K
$231K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.75KNew |
$200K - $231K
|
1.75K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.75KNew |
$199K - $230K
|
1.75K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$199K - $230K
|
1.75K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.73KNew |
$197K - $228K
|
1.73K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$225K
|