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 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-649- 8.82% |
$60.3K - $81.6K
|
6.71K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-651- 0.95% |
$60.5K - $81.9K
|
67.7K
$8.96M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-652- 26.73% |
$60.6K - $82K
|
1.79K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-660- 2.62% |
$61.3K - $83K
|
24.6K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-673- 14.46% |
$62.5K - $84.6K
|
3.98K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-674- 28.15% |
$62.6K - $84.7K
|
1.72K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-677- 2.5% |
$62.9K - $85.1K
|
26.4K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-681- 44.19% |
$63.2K - $85.6K
|
860
$114K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-681- 29.14% |
$63.2K - $85.6K
|
1.66K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-683- 15.91% |
$63.4K - $85.9K
|
3.61K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-688- 22.39% |
$63.9K - $86.5K
|
2.39K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-689- 47.91% |
$64K - $86.6K
|
749
$99.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-699- 11.86% |
$64.9K - $87.9K
|
5.2K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.15% |
$65K - $88K
|
21.5K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.95% |
$65K - $88K
|
35.1K
$4.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-721- 4.42% |
$67K - $90.7K
|
15.6K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-721- 0.97% |
$67K - $90.7K
|
73.6K
$9.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-726- 4.74% |
$67.4K - $91.3K
|
14.6K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-743- 49.53% |
$69K - $93.4K
|
757
$100K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-750- 1.95% |
$69.7K - $94.3K
|
37.7K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-750- 1.84% |
$69.7K - $94.3K
|
39.9K
$5.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-766- 7.61% |
$71.1K - $96.3K
|
9.31K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-768- 6.71% |
$71.3K - $96.6K
|
10.7K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-778- 2.52% |
$72.3K - $97.8K
|
30.1K
$3.98M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-779- 6.49% |
$72.3K - $97.9K
|
11.2K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-784- 2.85% |
$72.8K - $98.6K
|
26.7K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-790- 15.56% |
$73.4K - $99.3K
|
4.29K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-813- 13.29% |
$75.5K - $102K
|
5.3K
$702K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-819- 4.98% |
$76.1K - $103K
|
15.6K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-819- 2.91% |
$76.1K - $103K
|
27.3K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-819- 10.12% |
$76.1K - $103K
|
7.28K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-822- 1.6% |
$76.3K - $103K
|
50.5K
$6.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-832- 7.38% |
$77.3K - $105K
|
10.4K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-833- 43.25% |
$77.4K - $105K
|
1.09K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-847- 9.34% |
$78.7K - $106K
|
8.22K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-849- 2.96% |
$78.8K - $107K
|
27.9K
$3.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-856- 20.14% |
$79.5K - $108K
|
3.4K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-881- 27.57% |
$81.8K - $111K
|
2.32K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-886- 4.55% |
$82.3K - $111K
|
18.6K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-896- 4.45% |
$83.2K - $113K
|
19.2K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-902- 9.85% |
$83.8K - $113K
|
8.26K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-924- 11.65% |
$85.8K - $116K
|
7.01K
$927K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-928- 8.23% |
$86.2K - $117K
|
10.3K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-930- 2.6% |
$86.4K - $117K
|
34.9K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-941- 6.04% |
$87.4K - $118K
|
14.6K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-951- 17.76% |
$88.3K - $120K
|
4.4K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-965- 27.42% |
$89.6K - $121K
|
2.55K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-965- 14.3% |
$89.6K - $121K
|
5.79K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-967- 17.54% |
$89.8K - $122K
|
4.55K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1K- 96.71% |
$92.9K - $126K
|
34
$4.5K
|