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 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.62KNew |
$192K - $226K
|
1.62K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
80+ 3.32% |
$9.47K - $11.2K
|
2.49K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-580K- 40.71% |
$68.6M - $80.9M
|
845K
$120M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 35.54% |
$193K - $228K
|
6.23K
$887K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-316- 97.23% |
$37.4K - $44.1K
|
9
$1.28K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
906+ 37.99% |
$107K - $126K
|
3.29K
$468K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
800+ 2.93% |
$94.7K - $112K
|
28.1K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.53K- 16.7% |
$418K - $493K
|
17.6K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
175+ 71.43% |
$20.7K - $24.4K
|
420
$59.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-101- 25.19% |
$12K - $14.1K
|
300
$42.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.09K+ 44.75% |
$839K - $989K
|
22.9K
$3.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.46K+ 10.43% |
$884K - $1.04M
|
79K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3+ 0.71% |
$355 - $418
|
428
$60.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.03% |
$6.04K - $7.11K
|
5.01K
$713K
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1K+ 4000.0% |
$118K - $139K
|
1.03K
$146K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
375+ 3.36% |
$44.4K - $52.3K
|
11.6K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.99KNew |
$236K - $278K
|
1.99K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 28.8% |
$122K - $143K
|
2.54K
$362K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.07% |
$2.25K - $2.65K
|
26.9K
$3.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.46% |
$5.92K - $6.97K
|
3.37K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
15+ 0.18% |
$1.78K - $2.09K
|
8.27K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-100- 1.07% |
$11.8K - $13.9K
|
9.21K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-29.3K- 18.6% |
$3.46M - $4.08M
|
128K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 1.24% |
$528K - $622K
|
364K
$51.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
391+ 5.07% |
$46.3K - $54.5K
|
8.1K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.62K- 1.24% |
$310K - $365K
|
209K
$29.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 16.43% |
$35.5K - $41.8K
|
2.13K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.34K- 7.89% |
$987K - $1.16M
|
97.4K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
215+ 6.58% |
$25.4K - $30K
|
3.48K
$496K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
692+ 4.16% |
$81.9K - $96.5K
|
17.3K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 8.52% |
$131K - $154K
|
11.9K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$947 - $1.12K
|
8
$1.14K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-923- 6.09% |
$109K - $129K
|
14.2K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6+ 0.12% |
$710 - $837
|
5.1K
$725K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
75+ 3.83% |
$8.88K - $10.5K
|
2.03K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-574- 1.01% |
$67.9K - $80.1K
|
56.2K
$8M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
772+ 1.95% |
$91.4K - $108K
|
40.3K
$5.74M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-723- 9.5% |
$85.6K - $101K
|
6.88K
$980K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 72.14% |
$186K - $219K
|
3.74K
$533K
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-191- 4.26% |
$22.6K - $26.6K
|
4.29K
$611K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-6.87K- 31.82% |
$813K - $958K
|
14.7K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-326- 17.14% |
$38.6K - $45.5K
|
1.58K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-385- 28.41% |
$45.6K - $53.7K
|
970
$138K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 0.57% |
$5.68K - $6.69K
|
8.39K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-151- 1.6% |
$17.9K - $21.1K
|
9.26K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-62- 3.44% |
$7.34K - $8.65K
|
1.74K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 1.12% |
$4.85K - $5.72K
|
3.62K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57KNew |
$186K - $219K
|
1.57K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 5.43% |
$125K - $147K
|
18.4K
$2.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
200New |
$23.7K - $27.9K
|
200
$28.5K
|
|