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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-175- 4.5% |
$16.3K - $22K
|
3.71K
$491K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-175- 1.4% |
$16.3K - $22K
|
12.3K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-177- 6.12% |
$16.4K - $22.3K
|
2.71K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-177- 60.0% |
$16.4K - $22.3K
|
118
$15.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-179- 8.99% |
$16.6K - $22.5K
|
1.81K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-182- 1.41% |
$16.9K - $22.9K
|
12.8K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-191- 4.09% |
$17.7K - $24K
|
4.48K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-193- 3.7% |
$17.9K - $24.3K
|
5.02K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-193- 23.86% |
$17.9K - $24.3K
|
616
$81.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-195- 5.56% |
$18.1K - $24.5K
|
3.31K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-195- 3.4% |
$18.1K - $24.5K
|
5.53K
$732K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-195- 14.72% |
$18.1K - $24.5K
|
1.13K
$149K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-198- 1.13% |
$18.4K - $24.9K
|
17.3K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 3.35% |
$18.5K - $25K
|
5.75K
$761K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-199- 5.51% |
$18.5K - $25K
|
3.41K
$451K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.22% |
$18.6K - $25.1K
|
16.2K
$2.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 7.88% |
$18.6K - $25.1K
|
2.34K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-203- 0.44% |
$18.9K - $25.5K
|
45.7K
$6.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-204- 16.04% |
$18.9K - $25.6K
|
1.07K
$141K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-205- 5.52% |
$19K - $25.8K
|
3.51K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-216- 3.87% |
$20.1K - $27.2K
|
5.36K
$709K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-218- 1.76% |
$20.2K - $27.4K
|
12.2K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-218- 0.57% |
$20.2K - $27.4K
|
38.3K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-220- 0.83% |
$20.4K - $27.7K
|
26.3K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-227- 1.73% |
$21.1K - $28.5K
|
12.9K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-227- 3.11% |
$21.1K - $28.5K
|
7.06K
$934K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-229- 0.74% |
$21.3K - $28.8K
|
30.6K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-233- 1.6% |
$21.6K - $29.3K
|
14.3K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-235- 10.56% |
$21.8K - $29.5K
|
1.99K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-237- 2.75% |
$22K - $29.8K
|
8.38K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-238- 7.47% |
$22.1K - $29.9K
|
2.95K
$390K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-238- 9.69% |
$22.1K - $29.9K
|
2.22K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-239- 0.74% |
$22.2K - $30K
|
32.1K
$4.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-240- 0.89% |
$22.3K - $30.2K
|
26.8K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-241- 7.09% |
$22.4K - $30.3K
|
3.16K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-243- 1.73% |
$22.6K - $30.6K
|
13.8K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-246- 2.02% |
$22.8K - $30.9K
|
11.9K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-246- 9.34% |
$22.8K - $30.9K
|
2.39K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-248- 6.47% |
$23K - $31.2K
|
3.58K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-250- 55.56% |
$23.2K - $31.4K
|
200
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 2.11% |
$23.2K - $31.4K
|
11.6K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-252- 37.11% |
$23.4K - $31.7K
|
427
$56.5K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-255- 8.57% |
$23.7K - $32.1K
|
2.72K
$360K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-255- 46.96% |
$23.7K - $32.1K
|
288
$38.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-255- 3.49% |
$23.7K - $32.1K
|
7.06K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-255Closed |
$23.7K - $32.1K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-259- 3.53% |
$24.1K - $32.6K
|
7.08K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-261- 24.3% |
$24.2K - $32.8K
|
813
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-268- 9.81% |
$24.9K - $33.7K
|
2.46K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-268- 1.52% |
$24.9K - $33.7K
|
17.4K
$2.3M
|