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
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
787+ 30.28% |
$89.7K - $104K
|
3.39K
$442K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
785+ 3270.83% |
$89.4K - $103K
|
809
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
772New |
$88K - $102K
|
772
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
754+ 9.97% |
$85.9K - $99.2K
|
8.31K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
748+ 3.78% |
$85.2K - $98.4K
|
20.6K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
744+ 6.75% |
$84.8K - $97.9K
|
11.8K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
743+ 13.24% |
$84.6K - $97.7K
|
6.36K
$829K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
741+ 12.76% |
$84.4K - $97.5K
|
6.55K
$855K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
726+ 35.43% |
$82.7K - $95.5K
|
2.78K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
726+ 0.21% |
$82.7K - $95.5K
|
350K
$45.7M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
718+ 8.79% |
$81.8K - $94.5K
|
8.89K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
716+ 5.96% |
$81.6K - $94.2K
|
12.7K
$1.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
710+ 23.16% |
$80.9K - $93.4K
|
3.78K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
699+ 18.39% |
$79.6K - $92K
|
4.5K
$587K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
689+ 12.41% |
$78.5K - $90.6K
|
6.24K
$815K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
687+ 5.95% |
$78.3K - $90.4K
|
12.2K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
687+ 9.6% |
$78.3K - $90.4K
|
7.84K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
678+ 6.59% |
$77.2K - $89.2K
|
11K
$1.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
672+ 50.3% |
$76.6K - $88.4K
|
2.01K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
671+ 6.92% |
$76.4K - $88.3K
|
10.4K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
647New |
$73.7K - $85.1K
|
647
$84.4K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
645+ 16.48% |
$73.5K - $84.8K
|
4.56K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
644+ 14.28% |
$73.4K - $84.7K
|
5.15K
$673K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
628+ 17.33% |
$71.5K - $82.6K
|
4.25K
$555K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
628+ 4.18% |
$71.5K - $82.6K
|
15.7K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
625+ 14.78% |
$71.2K - $82.2K
|
4.85K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
619+ 5.26% |
$70.5K - $81.4K
|
12.4K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
609+ 11.06% |
$69.4K - $80.1K
|
6.12K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
608+ 4.38% |
$69.3K - $80K
|
14.5K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$68.9K - $79.6K
|
605
$79K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 24.66% |
$66.8K - $77.1K
|
2.96K
$387K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
584New |
$66.5K - $76.8K
|
584
$76.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
571+ 1.55% |
$65.1K - $75.1K
|
37.5K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
563+ 0.96% |
$64.1K - $74.1K
|
59.2K
$7.73M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
561+ 18.86% |
$63.9K - $73.8K
|
3.54K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
561+ 18.1% |
$63.9K - $73.8K
|
3.66K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
557+ 1.69% |
$63.5K - $73.3K
|
33.5K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
555+ 0.99% |
$63.2K - $73K
|
56.5K
$7.38M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
552+ 18.16% |
$62.9K - $72.6K
|
3.59K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
547+ 31.04% |
$62.3K - $72K
|
2.31K
$301K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
547New |
$62.3K - $72K
|
547
$71.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
546New |
$62.2K - $71.8K
|
546
$71.3K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
534+ 11.16% |
$60.8K - $70.2K
|
5.32K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
526+ 10.66% |
$59.9K - $69.2K
|
5.46K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 5.48% |
$59.8K - $69.1K
|
10.1K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
519+ 2.46% |
$59.1K - $68.3K
|
21.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
517New |
$58.9K - $68K
|
517
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
516+ 10.98% |
$58.8K - $67.9K
|
5.22K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
513+ 7.81% |
$58.4K - $67.5K
|
7.08K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
507+ 0.21% |
$57.8K - $66.7K
|
244K
$31.8M
|