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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
115+ 5.5% |
$10.7K - $14.5K
|
2.21K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
115+ 5.1% |
$10.7K - $14.5K
|
2.37K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.4% |
$10.5K - $14.2K
|
1.88K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 5.61% |
$10.3K - $14K
|
2.09K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
110New |
$10.2K - $13.8K
|
110
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
108+ 1.46% |
$10K - $13.6K
|
7.52K
$995K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
107+ 4.56% |
$9.94K - $13.5K
|
2.45K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106+ 6.05% |
$9.84K - $13.3K
|
1.86K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105+ 1.96% |
$9.75K - $13.2K
|
5.45K
$721K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
104+ 2.34% |
$9.66K - $13.1K
|
4.55K
$602K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
102+ 30.36% |
$9.47K - $12.8K
|
438
$57.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 58.82% |
$9.29K - $12.6K
|
270
$35.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.68% |
$9.29K - $12.6K
|
2.24K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
100+ 0.65% |
$9.29K - $12.6K
|
15.5K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99+ 5.6% |
$9.19K - $12.4K
|
1.87K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98+ 6.61% |
$9.1K - $12.3K
|
1.58K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
96+ 5.58% |
$8.92K - $12.1K
|
1.82K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
96+ 1.16% |
$8.92K - $12.1K
|
8.38K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 3.26% |
$8.82K - $11.9K
|
3.01K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
95+ 1.31% |
$8.82K - $11.9K
|
7.36K
$974K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
95+ 0.22% |
$8.82K - $11.9K
|
42.5K
$5.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
94+ 0.46% |
$8.73K - $11.8K
|
20.3K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
93+ 1.51% |
$8.64K - $11.7K
|
6.26K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91+ 0.51% |
$8.45K - $11.4K
|
17.8K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
89New |
$8.27K - $11.2K
|
89
$11.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
88+ 1.64% |
$8.17K - $11.1K
|
5.47K
$723K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 10.05% |
$7.99K - $10.8K
|
942
$125K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
86+ 0.51% |
$7.99K - $10.8K
|
16.9K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
85+ 2.41% |
$7.89K - $10.7K
|
3.61K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
85+ 0.49% |
$7.89K - $10.7K
|
17.5K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
85+ 1.01% |
$7.89K - $10.7K
|
8.5K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 0.74% |
$7.89K - $10.7K
|
11.5K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
84+ 2.8% |
$7.8K - $10.6K
|
3.08K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
83+ 4.81% |
$7.71K - $10.4K
|
1.81K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82+ 62.12% |
$7.62K - $10.3K
|
214
$28.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
82+ 2.76% |
$7.62K - $10.3K
|
3.05K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
80+ 4.45% |
$7.43K - $10.1K
|
1.88K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
80+ 33.47% |
$7.43K - $10.1K
|
319
$42.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
80+ 6.82% |
$7.43K - $10.1K
|
1.25K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 2.57% |
$7.34K - $9.93K
|
3.15K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.84% |
$7.34K - $9.93K
|
2.86K
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
77+ 9.22% |
$7.15K - $9.68K
|
912
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
77+ 23.77% |
$7.15K - $9.68K
|
401
$53K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 3.59% |
$6.69K - $9.05K
|
2.08K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$6.69K - $9.05K
|
72
$9.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
68+ 4.87% |
$6.32K - $8.55K
|
1.46K
$194K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
68+ 2.37% |
$6.32K - $8.55K
|
2.94K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
68+ 5.38% |
$6.32K - $8.55K
|
1.33K
$176K
|