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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.24% |
$464 - $629
|
2.12K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.37% |
$557 - $754
|
1.62K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-6- 6.9% |
$557 - $754
|
81
$10.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-7- 12.28% |
$650 - $880
|
50
$6.61K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 2.95% |
$650 - $880
|
230
$30.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7- 0.31% |
$650 - $880
|
2.24K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$743 - $1.01K
|
8.17K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8- 8.08% |
$743 - $1.01K
|
91
$12K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 1.24% |
$743 - $1.01K
|
636
$84.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-8- 0.1% |
$743 - $1.01K
|
8.02K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-8- 0.49% |
$743 - $1.01K
|
1.64K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.18% |
$836 - $1.13K
|
5.01K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.3% |
$836 - $1.13K
|
2.95K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10- 0.29% |
$929 - $1.26K
|
3.44K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 47.62% |
$929 - $1.26K
|
11
$1.46K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10- 0.02% |
$929 - $1.26K
|
61.4K
$8.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$929 - $1.26K
|
9.01K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 12.82% |
$929 - $1.26K
|
68
$9K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-10- 2.99% |
$929 - $1.26K
|
325
$43K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10- 27.03% |
$929 - $1.26K
|
27
$3.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-12- 0.69% |
$1.11K - $1.51K
|
1.74K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-14- 0.77% |
$1.3K - $1.76K
|
1.8K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 11.2% |
$1.3K - $1.76K
|
111
$14.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-14- 0.08% |
$1.3K - $1.76K
|
17K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-15- 0.06% |
$1.39K - $1.89K
|
24.1K
$3.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.89K
|
1.8K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.02% |
$1.39K - $1.89K
|
66.8K
$8.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 1.39% |
$1.49K - $2.01K
|
1.13K
$150K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-16- 8.0% |
$1.49K - $2.01K
|
184
$24.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-17- 0.63% |
$1.58K - $2.14K
|
2.66K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 7.23% |
$1.67K - $2.26K
|
231
$30.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-18- 0.48% |
$1.67K - $2.26K
|
3.77K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 0.09% |
$1.67K - $2.26K
|
19.8K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-19- 0.26% |
$1.76K - $2.39K
|
7.22K
$955K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-20- 0.58% |
$1.86K - $2.51K
|
3.43K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21- 0.95% |
$1.95K - $2.64K
|
2.2K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-21- 2.54% |
$1.95K - $2.64K
|
806
$107K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-23- 0.56% |
$2.14K - $2.89K
|
4.08K
$540K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.81% |
$2.23K - $3.02K
|
2.94K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.24% |
$2.32K - $3.14K
|
10.3K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 1.32% |
$2.32K - $3.14K
|
1.87K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.27% |
$2.32K - $3.14K
|
9.18K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 1.22% |
$2.32K - $3.14K
|
2.03K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-26- 1.0% |
$2.41K - $3.27K
|
2.58K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-27- 11.25% |
$2.51K - $3.39K
|
213
$28.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-27- 6.75% |
$2.51K - $3.39K
|
373
$49.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 0.41% |
$2.6K - $3.52K
|
6.88K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-29- 0.71% |
$2.69K - $3.65K
|
4.04K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 0.7% |
$2.88K - $3.9K
|
4.39K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 11.65% |
$2.88K - $3.9K
|
235
$31.1K
|