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
|
Xponance, Inc.
|
BUY
|
- |
2.03K+ 3.43% |
$189K - $256K
|
61.2K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 0.25% |
$188K - $255K
|
816K
$108M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.01K+ 2.18% |
$187K - $253K
|
94.2K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.01KNew |
$186K - $252K
|
2.01K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 66.67% |
$186K - $251K
|
5K
$661K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.99KNew |
$185K - $251K
|
1.99K
$264K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.99K+ 88.13% |
$185K - $250K
|
4.25K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.99KNew |
$185K - $250K
|
1.99K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 6.65% |
$183K - $248K
|
31.7K
$4.19M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.95KNew |
$181K - $245K
|
1.95K
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 71.92% |
$181K - $245K
|
4.65K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
1.95K+ 4.09% |
$181K - $245K
|
49.5K
$6.55M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$180K - $244K
|
1.94K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.91K+ 21.13% |
$177K - $240K
|
10.9K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.9KNew |
$176K - $239K
|
1.9K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.9K+ 3.17% |
$176K - $239K
|
61.8K
$8.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.9KNew |
$176K - $238K
|
1.9K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 18.98% |
$176K - $238K
|
11.9K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.89KNew |
$175K - $237K
|
1.89K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.87KNew |
$174K - $236K
|
1.87K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.87K+ 2.45% |
$174K - $236K
|
78.4K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.86K+ 2.11% |
$173K - $234K
|
90.1K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86K+ 5.3% |
$172K - $233K
|
36.9K
$4.88M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.84KNew |
$171K - $231K
|
1.84K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.83KNew |
$170K - $230K
|
1.83K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8K+ 97.25% |
$168K - $227K
|
3.66K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.8KNew |
$167K - $226K
|
1.8K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.79KNew |
$167K - $225K
|
1.79K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$164K - $222K
|
1.77K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.76KNew |
$164K - $221K
|
1.76K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $221K
|
1.76K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.74K+ 0.91% |
$162K - $219K
|
192K
$25.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.74KNew |
$162K - $219K
|
1.74K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.72KNew |
$160K - $216K
|
1.72K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.72K+ 5.16% |
$160K - $216K
|
35.1K
$4.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.72K+ 23.52% |
$160K - $216K
|
9.03K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.72KNew |
$159K - $216K
|
1.72K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.71K+ 93.3% |
$159K - $216K
|
3.55K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 42.96% |
$152K - $206K
|
5.46K
$723K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 1.98% |
$152K - $206K
|
84.6K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 6.82% |
$152K - $206K
|
25.7K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.62K+ 36.64% |
$151K - $204K
|
6.05K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.6K+ 13.65% |
$149K - $202K
|
13.3K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.6K+ 38.75% |
$149K - $201K
|
5.73K
$758K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.58K+ 4.82% |
$147K - $199K
|
34.4K
$4.55M
|