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 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1K- 27.78% |
$93.2K - $126K
|
2.61K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.01K- 18.72% |
$93.3K - $126K
|
4.36K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 19.33% |
$93.3K - $126K
|
4.19K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.01K- 10.83% |
$93.8K - $127K
|
8.32K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 9.84% |
$94K - $127K
|
9.27K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.04K- 5.98% |
$96.3K - $130K
|
16.3K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.04K- 1.47% |
$96.7K - $131K
|
69.6K
$9.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.05K- 10.64% |
$97.2K - $132K
|
8.79K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 27.46% |
$97.4K - $132K
|
2.77K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.06K- 4.48% |
$98.4K - $133K
|
22.6K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.89% |
$99.7K - $135K
|
8.79K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.09K- 9.4% |
$101K - $137K
|
10.5K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$102K - $138K
|
149K
$19.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 0.44% |
$102K - $138K
|
247K
$32.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.11K- 5.54% |
$103K - $140K
|
19K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 34.25% |
$106K - $144K
|
2.2K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 4.09% |
$108K - $147K
|
27.4K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.19K- 10.87% |
$111K - $150K
|
9.77K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 1.07% |
$111K - $151K
|
111K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.21K- 25.01% |
$112K - $152K
|
3.63K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.21K- 8.47% |
$113K - $153K
|
13.1K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.23K- 32.87% |
$114K - $155K
|
2.51K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.24K- 0.73% |
$115K - $156K
|
168K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.26K- 21.22% |
$117K - $158K
|
4.68K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.3K- 2.71% |
$121K - $164K
|
46.7K
$6.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.32K- 1.49% |
$123K - $166K
|
87.4K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.34K- 0.95% |
$125K - $169K
|
139K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.36K- 2.83% |
$126K - $171K
|
46.8K
$6.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.36K- 7.26% |
$127K - $171K
|
17.4K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.39K- 4.2% |
$129K - $175K
|
31.7K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 3.78% |
$132K - $178K
|
36.1K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 28.43% |
$132K - $178K
|
3.57K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 24.8% |
$138K - $187K
|
4.5K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 14.7% |
$138K - $187K
|
8.63K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.49K- 35.82% |
$138K - $187K
|
2.67K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.5K- 3.7% |
$139K - $188K
|
39K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.5K- 2.22% |
$139K - $189K
|
66.1K
$8.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.87% |
$140K - $190K
|
37.5K
$4.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.52K- 42.21% |
$141K - $191K
|
2.08K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.52K- 6.48% |
$141K - $191K
|
22K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 7.09% |
$142K - $192K
|
20K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.54K- 4.15% |
$143K - $194K
|
35.6K
$4.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.54K- 13.44% |
$143K - $194K
|
9.94K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 6.34% |
$147K - $199K
|
23.4K
$3.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 12.99% |
$148K - $201K
|
10.7K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 1.67% |
$148K - $201K
|
94K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 4.25% |
$149K - $202K
|
36.2K
$4.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.68K- 20.2% |
$156K - $211K
|
6.63K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.7K- 14.53% |
$158K - $214K
|
10K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.71K- 17.42% |
$159K - $215K
|
8.11K
$1.07M
|