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 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.18K+ 118.68% |
$574K - $777K
|
11.4K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 59.57% |
$572K - $774K
|
16.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
6.09KNew |
$566K - $766K
|
6.09K
$806K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
5.99K+ 7.21% |
$556K - $753K
|
89.1K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.73K+ 13.06% |
$532K - $721K
|
49.6K
$6.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.6K+ 13.8% |
$520K - $704K
|
46.2K
$6.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.55K+ 16.58% |
$516K - $698K
|
39K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.48K+ 5.8% |
$509K - $689K
|
99.9K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.47K+ 318.51% |
$508K - $688K
|
7.19K
$951K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.38K+ 6.47% |
$500K - $677K
|
88.5K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.27K+ 4.28% |
$490K - $663K
|
128K
$17M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
5.15KNew |
$478K - $648K
|
5.15K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 5.75% |
$464K - $629K
|
92K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$464K - $629K
|
5K
$661K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.85K+ 73.74% |
$451K - $610K
|
11.4K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.74K+ 4.99% |
$440K - $595K
|
99.6K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.73K+ 3.39% |
$439K - $594K
|
144K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.67K+ 261.97% |
$434K - $587K
|
6.45K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.56K+ 149.46% |
$423K - $573K
|
7.61K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$421K - $569K
|
4.53K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.41K+ 6.11% |
$409K - $554K
|
76.5K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 11.65% |
$409K - $554K
|
42.2K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.38K+ 1.13% |
$407K - $551K
|
391K
$51.7M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.37K+ 102.27% |
$406K - $549K
|
8.64K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.32K+ 35.29% |
$401K - $543K
|
16.6K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.28K+ 9.89% |
$398K - $538K
|
47.6K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.25K+ 184.62% |
$395K - $534K
|
6.55K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
4.22K+ 77.46% |
$392K - $531K
|
9.67K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.22K+ 65.94% |
$392K - $531K
|
10.6K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
4.2KNew |
$390K - $528K
|
4.2K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
4.01KNew |
$373K - $504K
|
4.01K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Oakland Financial Corp
Sterling Heights, MI |
BUY
|
- |
4KNew |
$371K - $503K
|
4K
$529K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.94K+ 7.45% |
$366K - $496K
|
56.8K
$7.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
3.91K+ 12.44% |
$363K - $492K
|
35.3K
$4.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 1.82% |
$362K - $490K
|
218K
$28.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.8K+ 100.61% |
$353K - $477K
|
7.57K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.75K+ 10.62% |
$349K - $472K
|
39.1K
$5.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.71K+ 10.36% |
$345K - $467K
|
39.6K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.66KNew |
$340K - $460K
|
3.66K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.65K+ 62.64% |
$339K - $459K
|
9.48K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3.64K+ 2.44% |
$338K - $457K
|
152K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.6K+ 30.45% |
$335K - $453K
|
15.4K
$2.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.53K+ 131.2% |
$328K - $444K
|
6.22K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.53K+ 129.85% |
$328K - $444K
|
6.25K
$826K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.5K+ 11.56% |
$325K - $439K
|
33.7K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.32KNew |
$308K - $417K
|
3.32K
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.27KNew |
$304K - $412K
|
3.27K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.23K+ 55.3% |
$300K - $406K
|
9.06K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.21K+ 2.32% |
$298K - $404K
|
142K
$18.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.19K+ 39.51% |
$296K - $401K
|
11.3K
$1.49M
|