Latest Institutional Transactions on Phillips 66 (PSX)
This table provides information on the latest institutional transactions involving Phillips 66 (PSX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-15- 2.66% |
$1.9K - $2.13K
|
548
$78K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-29- 3.97% |
$3.68K - $4.13K
|
701
$99.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-42K- 4.42% |
$5.32M - $5.98M
|
907K
$129M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.34% |
$6.34K - $7.12K
|
14.6K
$2.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-248- 4.7% |
$31.4K - $35.3K
|
5.03K
$716K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
54+ 0.23% |
$6.85K - $7.69K
|
23.7K
$3.37M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.76K+ 36.08% |
$857K - $962K
|
25.5K
$3.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-189- 1.28% |
$24K - $26.9K
|
14.6K
$2.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 1.94% |
$5.07K - $5.69K
|
2.02K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.68% |
$12.7K - $14.2K
|
2.62K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.32K- 7.66% |
$421K - $473K
|
40K
$5.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
25+ 1.16% |
$3.17K - $3.56K
|
2.19K
$311K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.73% |
$1.14K - $1.28K
|
1.25K
$178K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 1.25% |
$2.92K - $3.27K
|
1.87K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
35+ 0.4% |
$4.44K - $4.98K
|
8.87K
$1.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
70New |
$8.87K - $9.96K
|
70
$9.96K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.83% |
$254 - $285
|
244
$34.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-304- 3.05% |
$38.5K - $43.3K
|
9.66K
$1.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 0.52% |
$1.52K - $1.71K
|
2.32K
$330K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-553- 1.79% |
$70.1K - $78.7K
|
30.3K
$4.31M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.28K+ 68.16% |
$162K - $182K
|
3.16K
$449K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
496+ 19.43% |
$62.9K - $70.6K
|
3.05K
$434K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
15+ 0.53% |
$1.9K - $2.13K
|
2.87K
$408K
|
|
|
Jan 22, 2026
Q4 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.22% |
$634 - $712
|
2.24K
$319K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.7K+ 10.25% |
$2.24M - $2.52M
|
190K
$27.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-98- 5.4% |
$12.4K - $13.9K
|
1.72K
$244K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-318- 4.15% |
$40.3K - $45.3K
|
7.34K
$1.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.52K+ 29.89% |
$193K - $216K
|
6.61K
$940K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 11.28% |
$21K - $23.6K
|
1.64K
$233K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3+ 0.15% |
$380 - $427
|
2.04K
$290K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-932- 12.03% |
$118K - $133K
|
6.82K
$970K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
71New |
$9K - $10.1K
|
71
$10.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
625+ 12.36% |
$79.2K - $89K
|
5.68K
$809K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
292+ 9.85% |
$37K - $41.6K
|
3.26K
$463K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 13.16% |
$3.17K - $3.56K
|
165
$23.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
44+ 65.67% |
$5.58K - $6.26K
|
111
$15.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
42+ 0.25% |
$5.32K - $5.98K
|
17K
$2.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
288+ 17.72% |
$36.5K - $41K
|
1.91K
$272K
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.52% |
$1.9K - $2.13K
|
2.92K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$127 - $142
|
1.22K
$174K
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-820- 29.32% |
$104K - $117K
|
1.98K
$281K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19- 0.46% |
$2.41K - $2.7K
|
4.09K
$583K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
125+ 1.84% |
$15.8K - $17.8K
|
6.9K
$982K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.04KNew |
$131K - $148K
|
1.04K
$148K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
648+ 2.92% |
$82.1K - $92.2K
|
22.8K
$3.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.74KNew |
$347K - $389K
|
2.74K
$389K
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-354- 4.28% |
$44.9K - $50.4K
|
7.92K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
425+ 15.07% |
$53.9K - $60.5K
|
3.25K
$462K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 1.02% |
$11.9K - $13.4K
|
9.29K
$1.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-470- 8.24% |
$59.6K - $66.9K
|
5.23K
$745K
|
|