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
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.09% |
$464 - $629
|
5.47K
$714K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.18% |
$464 - $629
|
2.79K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.04% |
$279 - $377
|
7.94K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.9% |
$186 - $251
|
107
$14K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$186 - $251
|
251
$32.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 1.35% |
$186 - $251
|
150
$19.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$92.9 - $126
|
3.78K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$92.9 - $126
|
2.49K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.13% |
$279 - $377
|
2.32K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.37% |
$557 - $754
|
1.62K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-7- 12.28% |
$650 - $880
|
50
$6.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21- 0.95% |
$1.95K - $2.64K
|
2.2K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-27- 11.25% |
$2.51K - $3.39K
|
213
$27.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 0.7% |
$2.88K - $3.9K
|
4.39K
$572K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 9.2% |
$2.97K - $4.02K
|
316
$41.2K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 1.46% |
$3.06K - $4.15K
|
2.24K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-33- 0.87% |
$3.06K - $4.15K
|
3.76K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-39- 2.79% |
$3.62K - $4.9K
|
1.36K
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-42- 3.12% |
$3.9K - $5.28K
|
1.31K
$170K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-50- 2.16% |
$4.64K - $6.29K
|
2.27K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-53- 17.61% |
$4.92K - $6.66K
|
248
$32.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 7.35% |
$5.57K - $7.54K
|
756
$98.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.32% |
$6.04K - $8.17K
|
20.5K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 4.57% |
$7.43K - $10.1K
|
1.67K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-90- 1.0% |
$8.36K - $11.3K
|
8.94K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-98- 4.65% |
$9.1K - $12.3K
|
2.01K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-125- 2.71% |
$11.6K - $15.7K
|
4.48K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-139- 7.08% |
$12.9K - $17.5K
|
1.83K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-141- 10.18% |
$13.1K - $17.7K
|
1.24K
$162K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-159- 2.87% |
$14.8K - $20K
|
5.39K
$703K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-166- 2.74% |
$15.4K - $20.9K
|
5.9K
$770K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-168- 1.25% |
$15.6K - $21.1K
|
13.3K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-177- 6.12% |
$16.4K - $22.3K
|
2.71K
$354K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.22% |
$18.6K - $25.1K
|
16.2K
$2.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 7.88% |
$18.6K - $25.1K
|
2.34K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-203- 0.44% |
$18.9K - $25.5K
|
45.7K
$5.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-238- 9.69% |
$22.1K - $29.9K
|
2.22K
$290K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-238- 7.47% |
$22.1K - $29.9K
|
2.95K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-246- 2.02% |
$22.8K - $30.9K
|
11.9K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-248- 6.47% |
$23K - $31.2K
|
3.58K
$468K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-259- 3.53% |
$24.1K - $32.6K
|
7.08K
$925K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-279- 2.41% |
$25.9K - $35.1K
|
11.3K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-279- 4.37% |
$25.9K - $35.1K
|
6.11K
$798K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-300- 1.83% |
$27.9K - $37.7K
|
16.1K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.41% |
$27.9K - $37.7K
|
12.2K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-312- 1.43% |
$29K - $39.2K
|
21.5K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 8.58% |
$30.1K - $40.7K
|
3.45K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-348- 16.6% |
$32.3K - $43.8K
|
1.75K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-425- 2.24% |
$39.5K - $53.4K
|
18.6K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-439- 4.45% |
$40.8K - $55.2K
|
9.43K
$1.23M
|