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 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.3K- 27.99% |
$306K - $414K
|
8.48K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.3K- 13.63% |
$306K - $415K
|
20.9K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.33K- 52.81% |
$310K - $419K
|
2.98K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-3.37K- 11.45% |
$313K - $424K
|
26.1K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.41K- 7.09% |
$316K - $428K
|
44.6K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.41K- 4.66% |
$317K - $428K
|
69.7K
$9.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-3.47K- 68.35% |
$322K - $436K
|
1.61K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.47K- 17.97% |
$322K - $437K
|
15.9K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.55K- 52.8% |
$330K - $446K
|
3.17K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.63K- 8.41% |
$337K - $456K
|
39.5K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.63K- 35.3% |
$337K - $457K
|
6.66K
$881K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.64K- 3.33% |
$338K - $457K
|
106K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.65K- 37.71% |
$339K - $459K
|
6.03K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-3.7K- 0.92% |
$344K - $465K
|
398K
$52.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 1.56% |
$344K - $466K
|
234K
$31M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.71K- 36.7% |
$345K - $466K
|
6.4K
$847K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.74K- 14.64% |
$348K - $471K
|
21.8K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.79K- 15.14% |
$352K - $476K
|
21.2K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.96K- 7.38% |
$367K - $497K
|
49.6K
$6.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 8.31% |
$370K - $500K
|
43.9K
$5.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.01K- 25.44% |
$372K - $504K
|
11.7K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-4.03K- 69.07% |
$374K - $507K
|
1.81K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 32.45% |
$384K - $519K
|
8.6K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.15K- 4.05% |
$385K - $522K
|
98.2K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.16K- 1.24% |
$386K - $523K
|
331K
$43.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.18K- 28.87% |
$388K - $526K
|
10.3K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.24K- 2.08% |
$394K - $533K
|
199K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.35K- 15.79% |
$404K - $547K
|
23.2K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.41K- 28.1% |
$409K - $554K
|
11.3K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.45K- 22.34% |
$413K - $560K
|
15.5K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.47K- 17.65% |
$415K - $562K
|
20.9K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-4.59K- 15.27% |
$426K - $577K
|
25.5K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.59K- 7.24% |
$427K - $578K
|
58.8K
$7.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-4.65K- 3.26% |
$432K - $585K
|
138K
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.66K- 35.39% |
$432K - $585K
|
8.5K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-4.73K- 4.98% |
$439K - $595K
|
90.2K
$11.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.77K- 26.85% |
$443K - $599K
|
13K
$1.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.95K- 6.34% |
$460K - $622K
|
73.2K
$9.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.96K- 29.61% |
$460K - $623K
|
11.8K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.05K- 49.57% |
$469K - $635K
|
5.14K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-5.09K- 29.36% |
$473K - $640K
|
12.3K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.12K- 67.21% |
$476K - $644K
|
2.5K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-5.17K- 29.43% |
$480K - $650K
|
12.4K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.23K- 0.5% |
$485K - $657K
|
1.04M
$137M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-5.4K- 25.14% |
$502K - $679K
|
16.1K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.45K- 4.37% |
$506K - $685K
|
119K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.54K- 14.54% |
$514K - $697K
|
32.6K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 22.24% |
$516K - $698K
|
19.4K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.56K- 28.38% |
$517K - $699K
|
14K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5.57K- 48.8% |
$517K - $700K
|
5.84K
$773K
|