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 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-430- 13.66% |
$39.9K - $54.1K
|
2.72K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-436- 9.9% |
$40.5K - $54.8K
|
3.97K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-439- 4.45% |
$40.8K - $55.2K
|
9.43K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-445- 48.21% |
$41.3K - $55.9K
|
478
$63.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-451- 0.51% |
$41.9K - $56.7K
|
88.5K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-459- 10.65% |
$42.6K - $57.7K
|
3.85K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-461- 52.15% |
$42.8K - $58K
|
423
$56K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-464- 2.97% |
$43.1K - $58.3K
|
15.2K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-465- 6.36% |
$43.2K - $58.5K
|
6.84K
$905K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-469- 75.28% |
$43.6K - $59K
|
154
$20.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-472- 9.08% |
$43.8K - $59.3K
|
4.73K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-475- 10.82% |
$44.1K - $59.7K
|
3.92K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-483- 19.55% |
$44.9K - $60.7K
|
1.99K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-487- 6.89% |
$45.2K - $61.2K
|
6.58K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-495- 1.75% |
$46K - $62.2K
|
27.7K
$3.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-498- 6.18% |
$46.2K - $62.6K
|
7.56K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-499- 16.88% |
$46.3K - $62.7K
|
2.46K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-500- 10.0% |
$46.4K - $62.9K
|
4.5K
$595K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-500- 1.53% |
$46.4K - $62.9K
|
32.2K
$4.26M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-504- 6.63% |
$46.8K - $63.4K
|
7.1K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-512- 1.11% |
$47.5K - $64.4K
|
45.6K
$6.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-530- 16.98% |
$49.2K - $66.6K
|
2.59K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-533- 16.73% |
$49.5K - $67K
|
2.65K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-533- 6.23% |
$49.5K - $67K
|
8.03K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-533- 0.67% |
$49.5K - $67K
|
79.5K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-535- 3.57% |
$49.7K - $67.3K
|
14.4K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-536- 2.42% |
$49.8K - $67.4K
|
21.6K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-537- 2.93% |
$49.9K - $67.5K
|
17.8K
$2.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-544- 3.35% |
$50.5K - $68.4K
|
15.7K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-550- 10.98% |
$51.1K - $69.2K
|
4.46K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-554- 9.57% |
$51.4K - $69.7K
|
5.24K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 35.94% |
$52K - $70.4K
|
998
$132K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-579- 89.35% |
$53.8K - $72.8K
|
69
$9.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-579- 3.93% |
$53.8K - $72.8K
|
14.2K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 16.19% |
$54K - $73K
|
3.01K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-583- 9.4% |
$54.1K - $73.3K
|
5.62K
$744K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-585- 2.67% |
$54.3K - $73.6K
|
21.3K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-589- 16.01% |
$54.7K - $74.1K
|
3.09K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-591- 1.86% |
$54.9K - $74.3K
|
31.2K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-592- 1.8% |
$55K - $74.4K
|
32.4K
$4.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-595- 16.34% |
$55.3K - $74.8K
|
3.05K
$403K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-600- 1.17% |
$55.7K - $75.4K
|
50.8K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-600- 0.9% |
$55.7K - $75.4K
|
65.9K
$8.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-602- 14.65% |
$55.9K - $75.7K
|
3.51K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-611- 3.58% |
$56.7K - $76.8K
|
16.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-613- 3.01% |
$56.9K - $77.1K
|
19.8K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-622- 7.19% |
$57.8K - $78.2K
|
8.03K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-626- 13.91% |
$58.1K - $78.7K
|
3.88K
$513K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-630- 12.94% |
$58.5K - $79.2K
|
4.24K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-644- 12.5% |
$59.8K - $81K
|
4.51K
$597K
|