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 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
625+ 0.55% |
$58K - $78.6K
|
115K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
614+ 3.15% |
$57K - $77.2K
|
20.1K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
612+ 29.77% |
$56.8K - $76.9K
|
2.67K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
607+ 18.08% |
$56.4K - $76.3K
|
3.96K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
598+ 104.36% |
$55.5K - $75.2K
|
1.17K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
597+ 7.61% |
$55.4K - $75.1K
|
8.44K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 8.4% |
$54.1K - $73.2K
|
7.51K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
580+ 2.6% |
$53.9K - $72.9K
|
22.9K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
579+ 11.0% |
$53.8K - $72.8K
|
5.84K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
576+ 417.39% |
$53.5K - $72.4K
|
714
$94.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
575+ 0.75% |
$53.4K - $72.3K
|
77.7K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
564+ 11.72% |
$52.4K - $70.9K
|
5.38K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
562+ 3.02% |
$52.2K - $70.7K
|
19.1K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
560+ 22.53% |
$52K - $70.4K
|
3.05K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
557New |
$51.7K - $70K
|
557
$73.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 7.29% |
$50.5K - $68.4K
|
8K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
543+ 5.15% |
$50.4K - $68.3K
|
11.1K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
536+ 1.51% |
$49.8K - $67.4K
|
36K
$4.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
533New |
$49.5K - $67K
|
533
$70.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
532+ 0.45% |
$49.4K - $66.9K
|
119K
$15.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$49.4K - $66.9K
|
532
$70.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
516+ 2.67% |
$47.9K - $64.9K
|
19.8K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
511+ 8.19% |
$47.5K - $64.2K
|
6.75K
$893K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
507+ 3.72% |
$47.1K - $63.7K
|
14.1K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
503+ 14.7% |
$46.7K - $63.2K
|
3.92K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
502New |
$46.6K - $63.1K
|
502
$66.4K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
500+ 2.65% |
$46.4K - $62.9K
|
19.4K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
493+ 6.23% |
$45.8K - $62K
|
8.41K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
493+ 13.37% |
$45.8K - $62K
|
4.18K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
492+ 3.9% |
$45.7K - $61.9K
|
13.1K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
491+ 5.17% |
$45.6K - $61.7K
|
9.99K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
483+ 18.5% |
$44.9K - $60.7K
|
3.09K
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480+ 192.77% |
$44.6K - $60.4K
|
729
$96.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479+ 30.9% |
$44.5K - $60.2K
|
2.03K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
476+ 3.11% |
$44.2K - $59.8K
|
15.8K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 14.48% |
$43.7K - $59.2K
|
3.72K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
471+ 18.33% |
$43.7K - $59.2K
|
3.04K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
457+ 4.1% |
$42.4K - $57.5K
|
11.6K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
450+ 2.2% |
$41.8K - $56.6K
|
20.9K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
450+ 11.7% |
$41.8K - $56.6K
|
4.3K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
449New |
$41.7K - $56.5K
|
449
$59.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
444+ 27.09% |
$41.2K - $55.8K
|
2.08K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
443+ 3.77% |
$41.1K - $55.7K
|
12.2K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
440+ 1.23% |
$40.9K - $55.3K
|
36.1K
$4.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
440+ 7.94% |
$40.9K - $55.3K
|
5.98K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
432+ 10.66% |
$40.1K - $54.3K
|
4.48K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
426+ 2.97% |
$39.6K - $53.6K
|
14.8K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
425New |
$39.5K - $53.4K
|
425
$56.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
419+ 4.71% |
$38.9K - $52.7K
|
9.31K
$1.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
415+ 3.38% |
$38.5K - $52.2K
|
12.7K
$1.68M
|