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 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 9.2% |
$2.97K - $4.02K
|
316
$41.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-32- 1.7% |
$2.97K - $4.02K
|
1.86K
$245K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 1.46% |
$3.06K - $4.15K
|
2.24K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-33- 0.87% |
$3.06K - $4.15K
|
3.76K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-33- 11.66% |
$3.06K - $4.15K
|
250
$33.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 6.24% |
$3.06K - $4.15K
|
496
$65.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-33- 33.67% |
$3.06K - $4.15K
|
65
$8.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 13.1% |
$3.06K - $4.15K
|
219
$29K
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.12% |
$3.06K - $4.15K
|
2.93K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-34- 0.89% |
$3.16K - $4.27K
|
3.8K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-34- 1.03% |
$3.16K - $4.27K
|
3.25K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-34- 1.97% |
$3.16K - $4.27K
|
1.69K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 2.38% |
$3.25K - $4.4K
|
1.44K
$190K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-35- 0.6% |
$3.25K - $4.4K
|
5.83K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-35- 7.22% |
$3.25K - $4.4K
|
450
$59.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 6.96% |
$3.25K - $4.4K
|
468
$61.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.34K - $4.53K
|
4.74K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-38- 1.1% |
$3.53K - $4.78K
|
3.42K
$452K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-39- 2.79% |
$3.62K - $4.9K
|
1.36K
$180K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-39- 20.63% |
$3.62K - $4.9K
|
150
$19.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-40- 2.16% |
$3.71K - $5.03K
|
1.82K
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $5.03K
|
1.71K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-40- 2.06% |
$3.71K - $5.03K
|
1.91K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-40- 0.87% |
$3.71K - $5.03K
|
4.56K
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 38.32% |
$3.81K - $5.15K
|
66
$8.73K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-41- 2.24% |
$3.81K - $5.15K
|
1.79K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-42- 3.12% |
$3.9K - $5.28K
|
1.31K
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-42- 1.15% |
$3.9K - $5.28K
|
3.6K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-44- 0.63% |
$4.09K - $5.53K
|
6.97K
$922K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-46- 1.99% |
$4.27K - $5.78K
|
2.27K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-46- 1.64% |
$4.27K - $5.78K
|
2.75K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-47- 2.35% |
$4.36K - $5.91K
|
1.96K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-48- 1.24% |
$4.46K - $6.04K
|
3.82K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-48- 2.62% |
$4.46K - $6.04K
|
1.78K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49- 1.88% |
$4.55K - $6.16K
|
2.55K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-49- 0.42% |
$4.55K - $6.16K
|
11.6K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-50- 2.16% |
$4.64K - $6.29K
|
2.27K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-50- 0.94% |
$4.64K - $6.29K
|
5.28K
$699K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-50- 1.79% |
$4.64K - $6.29K
|
2.74K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-50- 28.57% |
$4.64K - $6.29K
|
125
$16.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 19.31% |
$4.64K - $6.29K
|
209
$27.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52- 2.55% |
$4.83K - $6.54K
|
1.99K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-53- 17.61% |
$4.92K - $6.66K
|
248
$32.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-54- 0.84% |
$5.01K - $6.79K
|
6.36K
$841K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-54- 1.23% |
$5.01K - $6.79K
|
4.33K
$572K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-55- 0.46% |
$5.11K - $6.92K
|
11.9K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-56- 1.38% |
$5.2K - $7.04K
|
4.02K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-57- 3.12% |
$5.29K - $7.17K
|
1.77K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-59- 2.55% |
$5.48K - $7.42K
|
2.26K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 7.35% |
$5.57K - $7.54K
|
756
$100K
|