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
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
15.1KNew |
$1.4M - $1.9M
|
15.1K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
15K+ 20.0% |
$1.39M - $1.89M
|
90K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
14.7KNew |
$1.36M - $1.85M
|
14.7K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 69.7% |
$1.32M - $1.79M
|
34.7K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.2K+ 41.71% |
$1.31M - $1.78M
|
48.1K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.3K+ 31.0% |
$1.24M - $1.67M
|
56.2K
$7.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.2KNew |
$1.23M - $1.66M
|
13.2K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
13K+ 135.95% |
$1.21M - $1.63M
|
22.6K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
12.9K+ 57.49% |
$1.2M - $1.62M
|
35.3K
$4.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.7K+ 41.96% |
$1.18M - $1.59M
|
42.9K
$5.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.6KNew |
$1.17M - $1.58M
|
12.6K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 27.23% |
$1.12M - $1.52M
|
56.4K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
12K+ 51.82% |
$1.11M - $1.51M
|
35.1K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.7KNew |
$1.09M - $1.47M
|
11.7K
$1.55M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 10.96% |
$1.04M - $1.4M
|
113K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.1K+ 22.47% |
$1.03M - $1.39M
|
60.3K
$7.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10.2K+ 151.52% |
$946K - $1.28M
|
16.9K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.1K+ 51.59% |
$933K - $1.26M
|
29.5K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$929K - $1.26M
|
10K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.66KNew |
$897K - $1.21M
|
9.66K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Geo Sphere Capital Management, LLC
New York, NY |
BUY
|
- |
9.64K+ 47.38% |
$896K - $1.21M
|
30K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.26K+ 4.79% |
$860K - $1.16M
|
202K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.18K+ 26.31% |
$853K - $1.15M
|
44.1K
$5.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
8.92KNew |
$829K - $1.12M
|
8.92K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.55K+ 97.75% |
$794K - $1.08M
|
17.3K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.46K+ 19.02% |
$786K - $1.06M
|
52.9K
$7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 431.46% |
$755K - $1.02M
|
10K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.08K+ 85.53% |
$751K - $1.02M
|
17.5K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
7.78K+ 5.45% |
$723K - $979K
|
151K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.71K+ 78.61% |
$716K - $969K
|
17.5K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.49K+ 22.53% |
$696K - $942K
|
40.7K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7.48K+ 7.17% |
$695K - $941K
|
112K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.43K+ 40.02% |
$690K - $935K
|
26K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.35K+ 22.72% |
$683K - $924K
|
39.7K
$5.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.33KNew |
$680K - $921K
|
7.33K
$969K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.09K+ 7.12% |
$659K - $892K
|
107K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.08K+ 3.07% |
$657K - $890K
|
238K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7.08K+ 3.46% |
$657K - $890K
|
211K
$28M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$656K - $889K
|
7.07K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
7KNew |
$650K - $880K
|
7K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
6.79K+ 44.58% |
$631K - $854K
|
22K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.77KNew |
$628K - $851K
|
6.77K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.73K+ 31.87% |
$625K - $847K
|
27.9K
$3.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
6.72K+ 4.46% |
$624K - $845K
|
157K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
6.71K+ 3.61% |
$623K - $843K
|
192K
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.66K+ 13.9% |
$618K - $837K
|
54.5K
$7.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.59K+ 0.83% |
$612K - $828K
|
796K
$105M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
6.42K+ 3.01% |
$596K - $807K
|
220K
$29.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.41K+ 256.75% |
$595K - $806K
|
8.91K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.23KNew |
$579K - $783K
|
6.23K
$824K
|