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 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
68+ 3.88% |
$6.32K - $8.55K
|
1.82K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
67+ 0.83% |
$6.22K - $8.42K
|
8.14K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
66+ 0.75% |
$6.13K - $8.3K
|
8.82K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 1.82% |
$6.04K - $8.17K
|
3.64K
$481K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
62+ 0.75% |
$5.76K - $7.8K
|
8.32K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
61+ 5.15% |
$5.67K - $7.67K
|
1.25K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 4.12% |
$5.57K - $7.54K
|
1.52K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
58+ 0.04% |
$5.39K - $7.29K
|
134K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
56+ 2.55% |
$5.2K - $7.04K
|
2.25K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 9.27% |
$5.2K - $7.04K
|
660
$87.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
54+ 2.65% |
$5.01K - $6.79K
|
2.09K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 1.39% |
$5.01K - $6.79K
|
3.93K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
54+ 2.19% |
$5.01K - $6.79K
|
2.52K
$333K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$43.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
53+ 19.63% |
$4.92K - $6.66K
|
323
$42.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
52+ 3.08% |
$4.83K - $6.54K
|
1.74K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
52+ 33.12% |
$4.83K - $6.54K
|
209
$27.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51+ 0.85% |
$4.74K - $6.41K
|
6.09K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
51New |
$4.74K - $6.41K
|
51
$6.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 2.46% |
$4.74K - $6.41K
|
2.13K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$6.61K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
50+ 1.17% |
$4.64K - $6.29K
|
4.31K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 1.23% |
$4.64K - $6.29K
|
4.1K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.34% |
$4.64K - $6.29K
|
14.6K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
48+ 2.51% |
$4.46K - $6.04K
|
1.96K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
43+ 40.57% |
$3.99K - $5.41K
|
149
$19.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.18% |
$3.71K - $5.03K
|
3.42K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38+ 2.24% |
$3.53K - $4.78K
|
1.74K
$230K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.76% |
$3.44K - $4.65K
|
2.14K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.44K - $4.65K
|
37
$4.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 4.3% |
$3.34K - $4.53K
|
874
$116K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
35+ 0.08% |
$3.25K - $4.4K
|
45.3K
$5.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 4.29% |
$3.16K - $4.27K
|
827
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
32+ 106.67% |
$2.97K - $4.02K
|
62
$8.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 246.15% |
$2.97K - $4.02K
|
45
$5.95K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
31+ 1.56% |
$2.88K - $3.9K
|
2.02K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30+ 0.49% |
$2.79K - $3.77K
|
6.11K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.95% |
$2.79K - $3.77K
|
3.19K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
29+ 290.0% |
$2.69K - $3.65K
|
39
$5.16K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28+ 0.47% |
$2.6K - $3.52K
|
6.05K
$800K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 18.3% |
$2.6K - $3.52K
|
181
$23.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.35% |
$2.51K - $3.39K
|
2.03K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.39% |
$2.51K - $3.39K
|
7.03K
$930K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 1.47% |
$2.51K - $3.39K
|
1.87K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
26+ 1.11% |
$2.41K - $3.27K
|
2.36K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.34% |
$2.41K - $3.27K
|
7.75K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
25+ 0.74% |
$2.32K - $3.14K
|
3.41K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.51% |
$2.32K - $3.14K
|
4.88K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
24New |
$2.23K - $3.02K
|
24
$3.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24+ 0.62% |
$2.23K - $3.02K
|
3.89K
$515K
|