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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
222+ 1.62% |
$20.6K - $27.9K
|
13.9K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
219+ 2.85% |
$20.3K - $27.5K
|
7.9K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
215+ 154.68% |
$20K - $27K
|
354
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
212New |
$19.7K - $26.7K
|
212
$28K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
210+ 9.17% |
$19.5K - $26.4K
|
2.5K
$331K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
210New |
$19.5K - $26.4K
|
210
$27.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
202+ 4.63% |
$18.8K - $25.4K
|
4.56K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
202+ 1.84% |
$18.8K - $25.4K
|
11.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
202+ 1.53% |
$18.8K - $25.4K
|
13.4K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 23.87% |
$18.6K - $25.1K
|
1.04K
$137K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200New |
$18.6K - $25.1K
|
200
$26.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
199+ 4.43% |
$18.5K - $25K
|
4.69K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
195+ 8.05% |
$18.1K - $24.5K
|
2.62K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
193+ 5.66% |
$17.9K - $24.3K
|
3.6K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
191+ 5.64% |
$17.7K - $24K
|
3.58K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
189+ 25.23% |
$17.6K - $23.8K
|
938
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.34% |
$17.5K - $23.6K
|
55.5K
$7.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
187+ 12.71% |
$17.4K - $23.5K
|
1.66K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
186+ 3.48% |
$17.3K - $23.4K
|
5.53K
$732K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
177+ 10.53% |
$16.4K - $22.3K
|
1.86K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
176+ 6.05% |
$16.3K - $22.1K
|
3.08K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
173+ 3.65% |
$16.1K - $21.8K
|
4.91K
$650K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
170+ 0.17% |
$15.8K - $21.4K
|
98.2K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166+ 66.4% |
$15.4K - $20.9K
|
416
$55K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
164+ 1.67% |
$15.2K - $20.6K
|
10K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
163+ 543.33% |
$15.1K - $20.5K
|
193
$25.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
160+ 1.65% |
$14.9K - $20.1K
|
9.89K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
153+ 2.07% |
$14.2K - $19.2K
|
7.55K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
152+ 0.96% |
$14.1K - $19.1K
|
16.1K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.14% |
$13.9K - $18.9K
|
2.59K
$343K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 4.59% |
$13.8K - $18.7K
|
3.4K
$449K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
148+ 0.31% |
$13.7K - $18.6K
|
47.9K
$6.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
147+ 7.7% |
$13.7K - $18.5K
|
2.06K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
147+ 3.4% |
$13.7K - $18.5K
|
4.47K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 8.93% |
$13.7K - $18.5K
|
1.79K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
146+ 0.1% |
$13.6K - $18.4K
|
151K
$20M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
146+ 3.03% |
$13.6K - $18.4K
|
4.96K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
145+ 0.25% |
$13.5K - $18.2K
|
57.4K
$7.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 5.85% |
$13.1K - $17.7K
|
2.55K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
141+ 4.23% |
$13.1K - $17.7K
|
3.48K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
139+ 0.19% |
$12.9K - $17.5K
|
74.1K
$9.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
138+ 2.07% |
$12.8K - $17.4K
|
6.81K
$900K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
135+ 1.04% |
$12.5K - $17K
|
13.1K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
134+ 4.86% |
$12.4K - $16.8K
|
2.89K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
132+ 0.55% |
$12.3K - $16.6K
|
24K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
130+ 5.17% |
$12.1K - $16.3K
|
2.65K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
126+ 2.54% |
$11.7K - $15.8K
|
5.08K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 30.28% |
$11.1K - $15K
|
512
$67.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
119+ 37.3% |
$11.1K - $15K
|
438
$57.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
116+ 0.67% |
$10.8K - $14.6K
|
17.3K
$2.29M
|