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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-512- 1.11% |
$47.5K - $64.4K
|
45.6K
$5.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 35.94% |
$52K - $70.4K
|
998
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-579- 89.35% |
$53.8K - $72.8K
|
69
$9.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-595- 16.34% |
$55.3K - $74.8K
|
3.05K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-630- 12.94% |
$58.5K - $79.2K
|
4.24K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-674- 28.15% |
$62.6K - $84.7K
|
1.72K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.19K- 10.87% |
$111K - $150K
|
9.77K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.26K- 21.22% |
$117K - $158K
|
4.68K
$610K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 3.78% |
$132K - $178K
|
36.1K
$4.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.5K- 2.22% |
$139K - $189K
|
66.1K
$8.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.87% |
$140K - $190K
|
37.5K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 7.09% |
$142K - $192K
|
20K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.68K- 20.2% |
$156K - $211K
|
6.63K
$866K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 36.16% |
$170K - $231K
|
3.24K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.91K- 6.08% |
$178K - $240K
|
29.5K
$3.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.05K- 0.72% |
$190K - $257K
|
284K
$37M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.03K- 96.96% |
$281K - $381K
|
95
$12.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.65K- 37.71% |
$339K - $459K
|
6.03K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-4.73K- 4.98% |
$439K - $595K
|
90.2K
$11.8M
|