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 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.22K- 7.33% |
$381K - $449K
|
40.7K
$5.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10.1KNew |
$1.2M - $1.41M
|
10.1K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 5.41% |
$209K - $246K
|
30.8K
$4.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 12.41% |
$80.8K - $95.3K
|
6.19K
$881K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-500- 99.21% |
$59.2K - $69.7K
|
4
$569
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
81+ 3.37% |
$9.59K - $11.3K
|
2.49K
$354K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-310- 0.85% |
$36.7K - $43.2K
|
36.2K
$5.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.52KNew |
$180K - $212K
|
1.52K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-185- 5.79% |
$21.9K - $25.8K
|
3.01K
$428K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
35K+ 1723.69% |
$4.14M - $4.88M
|
37K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.87K+ 20.7% |
$221K - $261K
|
10.9K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-5.38K- 73.38% |
$636K - $750K
|
1.95K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-87- 1.03% |
$10.3K - $12.1K
|
8.39K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
23.4K+ 15.47% |
$2.77M - $3.26M
|
174K
$24.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-576- 13.73% |
$68.2K - $80.3K
|
3.62K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
73+ 0.47% |
$8.64K - $10.2K
|
15.7K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-501- 13.63% |
$59.3K - $69.9K
|
3.18K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.02K- 3.66% |
$1.07M - $1.26M
|
238K
$33.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-164- 3.47% |
$19.4K - $22.9K
|
4.56K
$649K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
12.2K+ 19.92% |
$1.44M - $1.7M
|
73.4K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2- 0.01% |
$237 - $279
|
17.3K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
39.6K+ 5.09% |
$4.69M - $5.52M
|
818K
$116M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
14+ 0.78% |
$1.66K - $1.95K
|
1.81K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.9K- 13.91% |
$344K - $405K
|
18K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
227+ 0.97% |
$26.9K - $31.7K
|
23.6K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-222- 5.47% |
$26.3K - $31K
|
3.84K
$547K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.19K+ 24.78% |
$140K - $165K
|
5.97K
$849K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.17K+ 19.56% |
$138K - $163K
|
7.15K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.49KNew |
$176K - $207K
|
1.49K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
132+ 7.61% |
$15.6K - $18.4K
|
1.87K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-48- 6.41% |
$5.68K - $6.69K
|
701
$99.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 3.03% |
$118 - $139
|
32
$4.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.12K- 40.66% |
$132K - $156K
|
1.63K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
148K+ 18.16% |
$17.5M - $20.7M
|
964K
$137M
|
|
|
Nov 07, 2025
Q3 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-8.88K- 4.15% |
$1.05M - $1.24M
|
205K
$29.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.22K+ 101.01% |
$618K - $728K
|
10.4K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-983- 28.84% |
$116K - $137K
|
2.43K
$345K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.54K+ 2.54% |
$419K - $493K
|
143K
$20.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-857K- 31.54% |
$101M - $120M
|
1.86M
$265M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.05KNew |
$243K - $286K
|
2.05K
$292K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.52K+ 60.92% |
$180K - $212K
|
4.01K
$570K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-533- 2.44% |
$63.1K - $74.3K
|
21.3K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-118- 0.91% |
$14K - $16.5K
|
12.9K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
375+ 0.94% |
$44.4K - $52.3K
|
40.3K
$5.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.73KNew |
$205K - $241K
|
1.73K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.36M+ 11.55% |
$634M - $747M
|
51.7M
$7.36B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
16.4K+ 41.21% |
$1.94M - $2.28M
|
56.1K
$7.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
BUY
|
- |
4.12KNew |
$487K - $574K
|
4.12K
$586K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-714- 7.98% |
$84.5K - $99.6K
|
8.24K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-73- 3.08% |
$8.64K - $10.2K
|
2.3K
$327K
|
|