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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.43K- 0.27% |
$287K - $338K
|
895K
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.3K+ 164.56% |
$2.28M - $2.69M
|
31K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 73.72% |
$1.78M - $2.1M
|
5.37K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-41.9K- 1.46% |
$4.96M - $5.85M
|
2.83M
$403M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-29.6K- 71.35% |
$3.51M - $4.13M
|
11.9K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
100+ 0.12% |
$11.8K - $13.9K
|
84.5K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 6.22% |
$14.8K - $17.4K
|
1.89K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.88K- 2.88% |
$341K - $402K
|
97K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1- 0.05% |
$118 - $139
|
2.01K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.1K- 6.76% |
$3.56M - $4.19M
|
414K
$59M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 6.68% |
$160K - $188K
|
21.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-8.52K- 3.61% |
$1.01M - $1.19M
|
227K
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
225+ 1.06% |
$26.6K - $31.4K
|
21.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.44K+ 10.81% |
$289K - $340K
|
25K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$271K - $319K
|
2.29K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
86.8K+ 6.74% |
$10.3M - $12.1M
|
1.37M
$195M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.42% |
$1.54K - $1.81K
|
3.1K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
23+ 52.27% |
$2.72K - $3.21K
|
67
$9.54K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-10.1K- 31.58% |
$1.2M - $1.41M
|
21.9K
$3.12M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-190- 0.36% |
$22.5K - $26.5K
|
51.9K
$7.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
655+ 10.83% |
$77.5K - $91.3K
|
6.7K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
344+ 9.12% |
$40.7K - $48K
|
4.11K
$586K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 2.82% |
$1.07K - $1.26K
|
328
$46.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$509K - $600K
|
4.3K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5+ 0.29% |
$592 - $697
|
1.72K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.1K+ 15.84% |
$249K - $293K
|
15.4K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.05K- 12.13% |
$243K - $286K
|
14.9K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 6.17% |
$309K - $364K
|
44.9K
$6.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-219- 5.6% |
$25.9K - $30.5K
|
3.7K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
23KNew |
$2.72M - $3.21M
|
23K
$3.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$473 - $558
|
3.3K
$469K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.34% |
$947 - $1.12K
|
2.37K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
50+ 0.04% |
$5.92K - $6.97K
|
115K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 1.62% |
$8.76K - $10.3K
|
4.64K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-615- 2.21% |
$72.8K - $85.8K
|
27.3K
$3.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-471K- 38.81% |
$55.7M - $65.6M
|
742K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-13K- 6.74% |
$1.54M - $1.81M
|
180K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
84+ 0.41% |
$9.94K - $11.7K
|
20.7K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-105- 6.0% |
$12.4K - $14.6K
|
1.65K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 6.47% |
$35.5K - $41.8K
|
4.34K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-105- 3.33% |
$12.4K - $14.6K
|
3.05K
$434K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-40- 0.4% |
$4.73K - $5.58K
|
9.97K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-402- 14.35% |
$47.6K - $56.1K
|
2.4K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 4.55% |
$191K - $225K
|
33.8K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
307+ 4.08% |
$36.3K - $42.8K
|
7.83K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
291+ 2.98% |
$34.4K - $40.6K
|
10.1K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.03% |
$1.3K - $1.53K
|
32.4K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$118 - $139
|
6.88K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-150- 3.5% |
$17.8K - $20.9K
|
4.14K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.99K- 9.92% |
$590K - $696K
|
45.3K
$6.44M
|
|