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 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.14K+ 2.36% |
$292K - $395K
|
136K
$18M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.09K+ 48.98% |
$287K - $389K
|
9.41K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.06KNew |
$284K - $385K
|
3.06K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.04K+ 8.22% |
$282K - $382K
|
40K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3K+ 89.87% |
$279K - $377K
|
6.34K
$838K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.97KNew |
$275K - $373K
|
2.97K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.95K+ 80.98% |
$274K - $370K
|
6.58K
$871K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 7.47% |
$273K - $370K
|
42.3K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.9K+ 2.3% |
$269K - $365K
|
129K
$17.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.9K+ 30.07% |
$269K - $364K
|
12.5K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.87K+ 149.58% |
$266K - $360K
|
4.78K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.86K+ 1907.33% |
$266K - $360K
|
3.01K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.85K+ 8.46% |
$264K - $358K
|
36.5K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.83K+ 127.66% |
$263K - $356K
|
5.05K
$667K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.77K+ 4.36% |
$257K - $348K
|
66.2K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.76KNew |
$256K - $347K
|
2.76K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 52.01% |
$252K - $341K
|
7.93K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.71KNew |
$251K - $340K
|
2.71K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.61K+ 44.29% |
$242K - $328K
|
8.5K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 40.41% |
$241K - $326K
|
9K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.58KNew |
$240K - $325K
|
2.58K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.57K+ 1.0% |
$239K - $323K
|
259K
$34.2M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.54KNew |
$236K - $319K
|
2.54K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.53K+ 5.39% |
$235K - $318K
|
49.5K
$6.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.5KNew |
$232K - $314K
|
2.5K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49KNew |
$231K - $313K
|
2.49K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.4KNew |
$223K - $302K
|
2.4K
$317K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.4K+ 5.68% |
$223K - $301K
|
44.6K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.38K+ 0.47% |
$221K - $299K
|
506K
$66.9M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.36K+ 4.75% |
$220K - $297K
|
52.1K
$6.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $297K
|
2.36K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.35KNew |
$219K - $296K
|
2.35K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1456.25% |
$216K - $293K
|
2.49K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 29.79% |
$215K - $292K
|
10.1K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.3K+ 2.92% |
$214K - $289K
|
80.9K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$212K - $288K
|
2.29K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.27K+ 98.44% |
$211K - $285K
|
4.57K
$605K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.26K+ 4.8% |
$210K - $284K
|
49.4K
$6.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.23K+ 73.15% |
$207K - $280K
|
5.27K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.22K+ 15.39% |
$206K - $279K
|
16.6K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.19KNew |
$204K - $276K
|
2.19K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.17KNew |
$202K - $273K
|
2.17K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.14K+ 0.36% |
$198K - $268K
|
589K
$77.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 25.05% |
$198K - $268K
|
10.6K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$197K - $267K
|
2.12K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.11K+ 10.68% |
$196K - $265K
|
21.9K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.05KNew |
$190K - $258K
|
2.05K
$271K
|