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 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 2.5% |
$94.4K - $128K
|
41.7K
$5.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.01K+ 4.95% |
$94K - $127K
|
21.4K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
1.01K+ 7.31% |
$93.6K - $127K
|
14.8K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.01K+ 2.65% |
$93.5K - $127K
|
38.9K
$5.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
988+ 7.29% |
$91.8K - $124K
|
14.5K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
985+ 5.08% |
$91.5K - $124K
|
20.4K
$2.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
981+ 40.71% |
$91.1K - $123K
|
3.39K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
974+ 5.7% |
$90.5K - $122K
|
18.1K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
966+ 41.96% |
$89.7K - $121K
|
3.27K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
953+ 4.91% |
$88.5K - $120K
|
20.4K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
943+ 14.4% |
$87.6K - $119K
|
7.49K
$991K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
937+ 20.55% |
$87K - $118K
|
5.5K
$727K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
936New |
$86.9K - $118K
|
936
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
935+ 23.56% |
$86.8K - $118K
|
4.9K
$649K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
925+ 25.18% |
$85.9K - $116K
|
4.6K
$608K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
917+ 0.95% |
$85.2K - $115K
|
97K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
900+ 2.71% |
$83.6K - $113K
|
34.1K
$4.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
898+ 9.97% |
$83.4K - $113K
|
9.9K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
891+ 21.96% |
$82.7K - $112K
|
4.95K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
874+ 16.43% |
$81.2K - $110K
|
6.19K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
854+ 22.07% |
$79.3K - $107K
|
4.72K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
852+ 114.67% |
$79.1K - $107K
|
1.6K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
852+ 8.77% |
$79.1K - $107K
|
10.6K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
833+ 0.34% |
$77.4K - $105K
|
249K
$32.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
832+ 69.92% |
$77.3K - $105K
|
2.02K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 4.82% |
$73.7K - $99.8K
|
17.3K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
787+ 1.39% |
$73.1K - $98.9K
|
57.3K
$7.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
750New |
$69.7K - $94.3K
|
750
$99.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
734+ 11.76% |
$68.2K - $92.3K
|
6.98K
$923K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
730+ 16.39% |
$67.8K - $91.8K
|
5.18K
$686K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
725+ 9.52% |
$67.3K - $91.2K
|
8.34K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
714+ 14.45% |
$66.3K - $89.8K
|
5.66K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
710+ 1.74% |
$65.9K - $89.3K
|
41.6K
$5.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
709+ 2.43% |
$65.8K - $89.1K
|
29.8K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
707+ 7.42% |
$65.7K - $88.9K
|
10.2K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
699+ 0.65% |
$64.9K - $87.9K
|
108K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
697+ 18.04% |
$64.7K - $87.6K
|
4.56K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
676New |
$62.8K - $85K
|
676
$89.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
670+ 29.02% |
$62.2K - $84.2K
|
2.98K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
669+ 4.32% |
$62.1K - $84.1K
|
16.1K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
665+ 18.65% |
$61.8K - $83.6K
|
4.23K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.92% |
$61.4K - $83.1K
|
17.5K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
658+ 2.19% |
$61.1K - $82.7K
|
30.7K
$4.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 4.5% |
$60.6K - $82K
|
15.1K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
650+ 32.61% |
$60.4K - $81.7K
|
2.64K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
649+ 2.67% |
$60.3K - $81.6K
|
24.9K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
637+ 299.06% |
$59.2K - $80.1K
|
850
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
630+ 10.61% |
$58.5K - $79.2K
|
6.57K
$869K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
628+ 8.87% |
$58.3K - $79K
|
7.71K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
626+ 5.38% |
$58.1K - $78.7K
|
12.3K
$1.62M
|