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 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-268- 8.56% |
$24.9K - $33.7K
|
2.86K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-277- 8.1% |
$25.7K - $34.8K
|
3.14K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-279- 2.41% |
$25.9K - $35.1K
|
11.3K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-279- 4.37% |
$25.9K - $35.1K
|
6.11K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-282- 9.21% |
$26.2K - $35.5K
|
2.78K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-283- 6.59% |
$26.3K - $35.6K
|
4.01K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-285- 1.89% |
$26.5K - $35.8K
|
14.8K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-300- 1.83% |
$27.9K - $37.7K
|
16.1K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.41% |
$27.9K - $37.7K
|
12.2K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-306- 1.44% |
$28.4K - $38.5K
|
21K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-309- 1.02% |
$28.7K - $38.9K
|
30K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-310- 5.45% |
$28.8K - $39K
|
5.38K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-312- 1.43% |
$29K - $39.2K
|
21.5K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-315- 4.56% |
$29.3K - $39.6K
|
6.59K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-316- 0.25% |
$29.3K - $39.7K
|
125K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-317- 6.22% |
$29.4K - $39.9K
|
4.78K
$632K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-318- 5.82% |
$29.5K - $40K
|
5.14K
$680K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 8.58% |
$30.1K - $40.7K
|
3.45K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-325- 1.09% |
$30.2K - $40.9K
|
29.4K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-327- 12.47% |
$30.4K - $41.1K
|
2.3K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-327- 4.11% |
$30.4K - $41.1K
|
7.64K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-328- 14.26% |
$30.5K - $41.2K
|
1.97K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-329- 8.67% |
$30.6K - $41.4K
|
3.46K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-329- 4.6% |
$30.6K - $41.4K
|
6.83K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-333- 5.24% |
$30.9K - $41.9K
|
6.02K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-342- 1.19% |
$31.8K - $43K
|
28.3K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-348- 16.6% |
$32.3K - $43.8K
|
1.75K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-350- 8.21% |
$32.5K - $44K
|
3.91K
$518K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-353- 8.69% |
$32.8K - $44.4K
|
3.71K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-356- 9.39% |
$33.1K - $44.8K
|
3.44K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-357- 3.89% |
$33.2K - $44.9K
|
8.81K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-358- 31.99% |
$33.2K - $45K
|
761
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-363- 10.69% |
$33.7K - $45.6K
|
3.03K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-382- 9.8% |
$35.5K - $48K
|
3.52K
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-384- 15.48% |
$35.7K - $48.3K
|
2.1K
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-384- 13.2% |
$35.7K - $48.3K
|
2.53K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-384- 11.99% |
$35.7K - $48.3K
|
2.82K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-396- 1.69% |
$36.8K - $49.8K
|
23.1K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 4.35% |
$37.1K - $50.3K
|
8.8K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-400- 0.83% |
$37.1K - $50.3K
|
47.7K
$6.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-409- 12.6% |
$38K - $51.4K
|
2.84K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-411- 15.81% |
$38.2K - $51.7K
|
2.19K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-413- 0.65% |
$38.4K - $51.9K
|
62.9K
$8.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-414- 11.53% |
$38.4K - $52.1K
|
3.18K
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-417- 9.0% |
$38.7K - $52.4K
|
4.22K
$558K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-423- 4.71% |
$39.3K - $53.2K
|
8.55K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-424- 16.5% |
$39.4K - $53.3K
|
2.15K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-425- 2.24% |
$39.5K - $53.4K
|
18.6K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-428- 7.82% |
$39.7K - $53.8K
|
5.05K
$668K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-430- 3.54% |
$39.9K - $54.1K
|
11.7K
$1.55M
|