Purchases and Sales Made in Q2 2025 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
414+ 0.78% |
$38.4K - $52.1K
|
53.2K
$7.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
413+ 13.35% |
$38.4K - $51.9K
|
3.51K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
412+ 10.82% |
$38.3K - $51.8K
|
4.22K
$558K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 2.66% |
$38.1K - $51.5K
|
15.8K
$2.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
410+ 0.54% |
$38.1K - $51.5K
|
76.8K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
397+ 20.21% |
$36.9K - $49.9K
|
2.36K
$312K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
394+ 1.17% |
$36.6K - $49.5K
|
34K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
392+ 0.38% |
$36.4K - $49.3K
|
104K
$13.7M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
384+ 13.59% |
$35.7K - $48.3K
|
3.21K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$35.3K - $47.8K
|
907
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
378+ 1.04% |
$35.1K - $47.5K
|
36.9K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$33.6K - $45.5K
|
362
$47.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
353+ 0.36% |
$32.8K - $44.4K
|
97.9K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
351+ 8.91% |
$32.6K - $44.1K
|
4.29K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
350New |
$32.5K - $44K
|
350
$46.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
350New |
$32.5K - $44K
|
350
$46.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
347New |
$32.2K - $43.6K
|
347
$45.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
330+ 13.41% |
$30.6K - $41.5K
|
2.79K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
330+ 42.75% |
$30.6K - $41.5K
|
1.1K
$146K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
326+ 21.94% |
$30.3K - $41K
|
1.81K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
324+ 2.46% |
$30.1K - $40.7K
|
13.5K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
321+ 1.58% |
$29.8K - $40.4K
|
20.6K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
320+ 0.68% |
$29.7K - $40.2K
|
47.6K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
318+ 17.12% |
$29.5K - $40K
|
2.18K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
317New |
$29.4K - $39.9K
|
317
$41.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
308+ 2.52% |
$28.6K - $38.7K
|
12.5K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
307+ 2.33% |
$28.5K - $38.6K
|
13.5K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
301+ 1.92% |
$28K - $37.8K
|
15.9K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
300New |
$27.9K - $37.7K
|
300
$39.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
299+ 12.14% |
$27.8K - $37.6K
|
2.76K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
285+ 36.08% |
$26.5K - $35.8K
|
1.08K
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
281+ 4.45% |
$26.1K - $35.3K
|
6.59K
$872K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
273+ 13.68% |
$25.4K - $34.3K
|
2.27K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
271+ 30.94% |
$25.2K - $34.1K
|
1.15K
$152K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
267+ 14.74% |
$24.8K - $33.6K
|
2.08K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
266New |
$24.7K - $33.4K
|
266
$35.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
262+ 6.83% |
$24.3K - $32.9K
|
4.1K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
250+ 3.68% |
$23.2K - $31.4K
|
7.05K
$932K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250+ 17.05% |
$23.2K - $31.4K
|
1.72K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250+ 260.42% |
$23.2K - $31.4K
|
346
$45.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
248+ 10.47% |
$23K - $31.2K
|
2.62K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
248+ 11.1% |
$23K - $31.2K
|
2.48K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
238+ 4.36% |
$22.1K - $29.9K
|
5.7K
$753K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
235+ 3.19% |
$21.8K - $29.5K
|
7.61K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
232+ 0.59% |
$21.5K - $29.2K
|
39.6K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
232+ 7.25% |
$21.5K - $29.2K
|
3.43K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
229+ 2.63% |
$21.3K - $28.8K
|
8.95K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
225+ 13.4% |
$20.9K - $28.3K
|
1.9K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
224+ 1.2% |
$20.8K - $28.2K
|
18.9K
$2.5M
|