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
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.31% |
$1.42K - $1.67K
|
3.83K
$545K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.53% |
$118 - $139
|
189
$26.9K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 1.35% |
$178K - $209K
|
109K
$15.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.65KNew |
$195K - $230K
|
1.65K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 44.12% |
$166K - $195K
|
1.77K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-117- 3.6% |
$13.8K - $16.3K
|
3.13K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8- 0.4% |
$947 - $1.12K
|
1.98K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-226- 1.5% |
$26.8K - $31.5K
|
14.9K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
28+ 0.62% |
$3.31K - $3.9K
|
4.58K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.55KNew |
$183K - $216K
|
1.55K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.83K- 2.51% |
$572K - $674K
|
188K
$26.7M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.8KNew |
$214K - $252K
|
1.8K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.29% |
$3.91K - $4.6K
|
11.3K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-85- 0.96% |
$10.1K - $11.9K
|
8.81K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
746+ 3.48% |
$88.3K - $104K
|
22.2K
$3.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38- 2.04% |
$4.5K - $5.3K
|
1.83K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1- 0.19% |
$118 - $139
|
531
$75.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-398- 5.85% |
$47.1K - $55.5K
|
6.41K
$912K
|
|