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 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-60- 47.24% |
$5.57K - $7.54K
|
67
$8.81K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-62- 26.84% |
$5.76K - $7.8K
|
169
$22.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-62- 1.44% |
$5.76K - $7.8K
|
4.25K
$558K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-62- 3.48% |
$5.76K - $7.8K
|
1.72K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-64- 2.59% |
$5.94K - $8.05K
|
2.41K
$316K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.32% |
$6.04K - $8.17K
|
20.5K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-66- 0.34% |
$6.13K - $8.3K
|
19.2K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 3.89% |
$6.13K - $8.3K
|
1.63K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-67- 0.46% |
$6.22K - $8.42K
|
14.6K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-68- 1.92% |
$6.32K - $8.55K
|
3.48K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-69- 2.0% |
$6.41K - $8.68K
|
3.38K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-69- 1.35% |
$6.41K - $8.68K
|
5.04K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-69- 81.18% |
$6.41K - $8.68K
|
16
$2.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-69- 5.66% |
$6.41K - $8.68K
|
1.15K
$151K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-73- 0.38% |
$6.78K - $9.18K
|
18.9K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-74- 2.56% |
$6.87K - $9.3K
|
2.81K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-74- 0.64% |
$6.87K - $9.3K
|
11.4K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 1.01% |
$6.97K - $9.43K
|
7.37K
$968K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-75- 3.16% |
$6.97K - $9.43K
|
2.3K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 42.86% |
$6.97K - $9.43K
|
100
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-75- 0.23% |
$6.97K - $9.43K
|
32.9K
$4.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-76- 2.85% |
$7.06K - $9.56K
|
2.59K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-77- 76.24% |
$7.15K - $9.68K
|
24
$3.15K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-77- 27.8% |
$7.15K - $9.68K
|
200
$26.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 2.06% |
$7.15K - $9.68K
|
3.66K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-77- 3.5% |
$7.15K - $9.68K
|
2.12K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-79- 11.1% |
$7.34K - $9.93K
|
633
$83.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 4.57% |
$7.43K - $10.1K
|
1.67K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 47.9% |
$7.43K - $10.1K
|
87
$11.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-81- 4.18% |
$7.52K - $10.2K
|
1.86K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-82- 1.17% |
$7.62K - $10.3K
|
6.93K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84- 3.76% |
$7.8K - $10.6K
|
2.15K
$283K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-84- 4.03% |
$7.8K - $10.6K
|
2K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-85- 3.78% |
$7.89K - $10.7K
|
2.16K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-85- 1.2% |
$7.89K - $10.7K
|
6.99K
$919K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-87- 28.9% |
$8.08K - $10.9K
|
214
$28.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-87- 3.53% |
$8.08K - $10.9K
|
2.38K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-88- 1.7% |
$8.17K - $11.1K
|
5.09K
$669K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-90- 1.0% |
$8.36K - $11.3K
|
8.94K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-90- 1.56% |
$8.36K - $11.3K
|
5.68K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 8.76% |
$8.54K - $11.6K
|
958
$126K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-94- 0.5% |
$8.73K - $11.8K
|
18.6K
$2.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-98- 4.65% |
$9.1K - $12.3K
|
2.01K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 12.82% |
$9.19K - $12.4K
|
673
$88.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100- 3.69% |
$9.29K - $12.6K
|
2.61K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.69% |
$9.29K - $12.6K
|
14.5K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-100- 0.46% |
$9.29K - $12.6K
|
21.4K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-103- 3.49% |
$9.57K - $13K
|
2.85K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-107- 0.47% |
$9.94K - $13.5K
|
22.5K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-108- 1.48% |
$10K - $13.6K
|
7.19K
$945K
|