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 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
58+ 41.73% |
$6.87K - $8.09K
|
197
$28K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34- 0.34% |
$4.02K - $4.74K
|
9.85K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.16K+ 5.55% |
$256K - $302K
|
41.1K
$5.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.37K+ 72.33% |
$280K - $330K
|
5.64K
$803K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-81- 1.03% |
$9.59K - $11.3K
|
7.82K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.59KNew |
$188K - $221K
|
1.59K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.61KNew |
$191K - $225K
|
1.61K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
261+ 15.35% |
$30.9K - $36.4K
|
1.96K
$279K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
181+ 1.56% |
$21.4K - $25.2K
|
11.8K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-164- 2.39% |
$19.4K - $22.9K
|
6.71K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.77K+ 27.8% |
$446K - $526K
|
17.3K
$2.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.49K+ 2.25% |
$176K - $208K
|
67.7K
$9.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 34.16% |
$155K - $183K
|
5.15K
$733K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
174New |
$20.6K - $24.3K
|
174
$24.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
57+ 1.04% |
$6.75K - $7.95K
|
5.52K
$786K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 14.15% |
$173K - $203K
|
8.84K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-909- 5.1% |
$108K - $127K
|
16.9K
$2.41M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
64+ 0.15% |
$7.58K - $8.93K
|
42.5K
$6.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.6K- 18.18% |
$189K - $223K
|
7.2K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
19+ 0.8% |
$2.25K - $2.65K
|
2.39K
$341K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.7KNew |
$4.93M - $5.81M
|
41.7K
$5.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
425+ 1.03% |
$50.3K - $59.3K
|
41.6K
$5.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
37.4K+ 1388.37% |
$4.42M - $5.21M
|
40.1K
$5.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.38% |
$1.78K - $2.09K
|
3.98K
$566K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-269- 6.56% |
$31.8K - $37.5K
|
3.83K
$545K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-525- 3.56% |
$62.1K - $73.2K
|
14.2K
$2.02M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 1.58% |
$1.18K - $1.39K
|
623
$88.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.55K- 13.76% |
$657K - $774K
|
34.8K
$4.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.94K- 2.65% |
$230K - $271K
|
71.3K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-167- 3.85% |
$19.8K - $23.3K
|
4.17K
$593K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-504- 2.02% |
$59.7K - $70.3K
|
24.4K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
17+ 0.92% |
$2.01K - $2.37K
|
1.87K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.58K+ 7.89% |
$423K - $499K
|
48.9K
$6.96M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-363- 5.11% |
$43K - $50.6K
|
6.74K
$959K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$118 - $139
|
1.88K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-737- 1.54% |
$87.2K - $103K
|
47.2K
$6.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
2KNew |
$237K - $279K
|
2K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-108- 22.59% |
$12.8K - $15.1K
|
370
$52.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-116- 4.2% |
$13.7K - $16.2K
|
2.65K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-97- 0.46% |
$11.5K - $13.5K
|
20.8K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.52K+ 24.49% |
$417K - $491K
|
17.9K
$2.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.86K+ 3.64% |
$220K - $259K
|
53K
$7.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.07K- 2.47% |
$364K - $428K
|
121K
$17.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.18K- 0.9% |
$850K - $1M
|
789K
$112M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
507+ 17.16% |
$60K - $70.7K
|
3.46K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.05K+ 5.89% |
$124K - $146K
|
18.9K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.2K- 52.43% |
$261K - $307K
|
2K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
629+ 1.99% |
$74.5K - $87.7K
|
32.3K
$4.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.1KNew |
$1.67M - $1.97M
|
14.1K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.48KNew |
$176K - $207K
|
1.48K
$211K
|
|