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 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.27K+ 1.06% |
$145K - $168K
|
121K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.27K+ 2.73% |
$145K - $168K
|
48K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 5.3% |
$143K - $165K
|
25K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.26K+ 10.74% |
$143K - $165K
|
12.9K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.25K+ 6.55% |
$142K - $164K
|
20.3K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.23K+ 47.43% |
$140K - $161K
|
3.81K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.21K+ 19.9% |
$138K - $160K
|
7.31K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.21K+ 3.86% |
$138K - $159K
|
32.5K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.2K+ 11.28% |
$137K - $158K
|
11.8K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.17K+ 6.66% |
$134K - $154K
|
18.8K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.17K+ 11.42% |
$133K - $154K
|
11.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 3.07% |
$132K - $152K
|
38.8K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 47.61% |
$129K - $149K
|
3.52K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.12K+ 52.33% |
$128K - $148K
|
3.27K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.09K+ 39.29% |
$124K - $144K
|
3.87K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.07K+ 166.77% |
$122K - $141K
|
1.72K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 2.6% |
$119K - $138K
|
41.3K
$5.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.04K+ 109.1% |
$119K - $137K
|
2K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
1.04K+ 0.77% |
$118K - $136K
|
135K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 9.38% |
$118K - $136K
|
12.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.03K+ 3.15% |
$117K - $136K
|
33.8K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.02K+ 155.57% |
$116K - $134K
|
1.67K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.02K+ 79.41% |
$116K - $134K
|
2.3K
$300K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.01K+ 33.31% |
$115K - $133K
|
4.05K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1K+ 4.46% |
$114K - $132K
|
23.5K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
990+ 24.65% |
$113K - $130K
|
5.01K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 18.06% |
$111K - $128K
|
6.37K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
935+ 8.57% |
$107K - $123K
|
11.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
929+ 1.92% |
$106K - $122K
|
49.2K
$6.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
927+ 4.6% |
$106K - $122K
|
21.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
880+ 3.41% |
$100K - $116K
|
26.7K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
876New |
$99.8K - $115K
|
876
$114K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
869+ 13.31% |
$99K - $114K
|
7.4K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
864+ 0.84% |
$98.4K - $114K
|
104K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
856+ 12.96% |
$97.5K - $113K
|
7.46K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
839+ 8.89% |
$95.6K - $110K
|
10.3K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
837+ 1.06% |
$95.4K - $110K
|
80K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
837+ 0.95% |
$95.4K - $110K
|
88.9K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
837+ 0.29% |
$95.4K - $110K
|
288K
$37.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
836+ 5.89% |
$95.2K - $110K
|
15K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
835New |
$95.1K - $110K
|
835
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
832+ 7.97% |
$94.8K - $109K
|
11.3K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$94.4K - $109K
|
829
$108K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
828+ 13.73% |
$94.3K - $109K
|
6.86K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
815+ 53.55% |
$92.9K - $107K
|
2.34K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
807+ 3.03% |
$91.9K - $106K
|
27.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
805+ 24.66% |
$91.7K - $106K
|
4.07K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
801+ 1.13% |
$91.3K - $105K
|
71.9K
$9.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
795+ 27.69% |
$90.6K - $105K
|
3.67K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
795+ 22.26% |
$90.6K - $105K
|
4.37K
$570K
|