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 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.72K- 33.31% |
$160K - $216K
|
3.45K
$456K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.73K- 6.15% |
$161K - $218K
|
26.5K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.74K- 0.79% |
$162K - $219K
|
218K
$28.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.75K- 6.66% |
$163K - $220K
|
24.5K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.76K- 1.6% |
$164K - $222K
|
109K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.77K- 27.43% |
$164K - $222K
|
4.68K
$619K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.81K- 12.25% |
$168K - $227K
|
12.9K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 54.26% |
$170K - $230K
|
1.54K
$204K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 36.16% |
$170K - $231K
|
3.24K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.86K- 48.97% |
$172K - $233K
|
1.94K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 13.52% |
$174K - $235K
|
12K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.87K- 40.78% |
$174K - $235K
|
2.72K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.89K- 51.53% |
$175K - $238K
|
1.78K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.91K- 6.08% |
$178K - $240K
|
29.5K
$3.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.92K- 1.37% |
$178K - $241K
|
138K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.97K- 9.6% |
$183K - $248K
|
18.6K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.01K- 3.84% |
$186K - $252K
|
50.3K
$6.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.05K- 0.72% |
$190K - $257K
|
284K
$37.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.06K- 3.65% |
$192K - $259K
|
54.5K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.09K- 1.72% |
$194K - $263K
|
119K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 2.73% |
$194K - $263K
|
74.5K
$9.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.11K- 2.49% |
$196K - $266K
|
82.7K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.12K- 1.97% |
$197K - $266K
|
105K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.14K- 31.4% |
$199K - $269K
|
4.68K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.18K- 15.38% |
$203K - $275K
|
12K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.21K- 0.45% |
$205K - $278K
|
491K
$64.9M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.23K- 8.56% |
$207K - $281K
|
23.8K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.28K- 9.22% |
$211K - $286K
|
22.4K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.28K- 1.02% |
$211K - $286K
|
222K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 3.84% |
$212K - $287K
|
57K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 4.81% |
$225K - $305K
|
48K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.45K- 10.36% |
$227K - $307K
|
21.2K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.47K- 69.96% |
$230K - $311K
|
1.06K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.49K- 39.69% |
$232K - $314K
|
3.79K
$501K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 4.77% |
$232K - $314K
|
50K
$6.61M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.52K- 5.21% |
$234K - $317K
|
45.9K
$6.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.57K- 21.49% |
$238K - $322K
|
9.37K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.63K- 14.28% |
$244K - $331K
|
15.8K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.66K- 15.32% |
$247K - $335K
|
14.7K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.66K- 47.6% |
$247K - $335K
|
2.93K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.73K- 6.38% |
$254K - $343K
|
40.1K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 47.86% |
$259K - $351K
|
3.04K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.8K- 61.46% |
$260K - $352K
|
1.76K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.83K- 42.39% |
$262K - $355K
|
3.84K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.94K- 0.66% |
$273K - $370K
|
445K
$58.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.98K- 2.84% |
$276K - $374K
|
102K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.03K- 96.96% |
$281K - $381K
|
95
$12.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.11K- 31.01% |
$289K - $391K
|
6.93K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 55.38% |
$296K - $401K
|
2.57K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.29K- 7.16% |
$305K - $413K
|
42.6K
$5.63M
|