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 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.34K- 45.57% |
$158K - $186K
|
1.6K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
231+ 0.48% |
$27.3K - $32.2K
|
47.9K
$6.81M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
566+ 13.14% |
$67K - $78.9K
|
4.88K
$694K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-50- 75.76% |
$5.92K - $6.97K
|
16
$2.28K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-292- 0.64% |
$34.6K - $40.7K
|
45.3K
$6.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-570- 16.81% |
$67.5K - $79.5K
|
2.82K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
75.8K+ 12.89% |
$8.98M - $10.6M
|
664K
$94.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
433+ 7.94% |
$51.3K - $60.4K
|
5.89K
$838K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.8K- 85.23% |
$2.34M - $2.76M
|
3.43K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-285- 1.88% |
$33.7K - $39.7K
|
14.9K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.57K+ 17.35% |
$1.01M - $1.19M
|
58K
$8.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
185+ 5.82% |
$21.9K - $25.8K
|
3.36K
$479K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
160+ 1.91% |
$18.9K - $22.3K
|
8.54K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-74- 1.12% |
$8.76K - $10.3K
|
6.52K
$927K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.79K+ 2199.15% |
$922K - $1.09M
|
8.14K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 3.48% |
$225K - $265K
|
56.4K
$8.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
844+ 3.66% |
$99.9K - $118K
|
23.9K
$3.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
10+ 0.27% |
$1.18K - $1.39K
|
3.72K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.64KNew |
$194K - $228K
|
1.64K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-987- 14.59% |
$117K - $138K
|
5.78K
$822K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
7+ 10.77% |
$829 - $976
|
72
$10.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-196K- 83.05% |
$23.2M - $27.3M
|
39.9K
$5.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 43.36% |
$163K - $193K
|
4.57K
$650K
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.52K- 1.13% |
$298K - $351K
|
219K
$31.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-108- 4.05% |
$12.8K - $15.1K
|
2.56K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
96+ 10.53% |
$11.4K - $13.4K
|
1.01K
$143K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43+ 0.4% |
$5.09K - $6K
|
10.7K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.12% |
$237 - $279
|
1.61K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-484- 12.16% |
$57.3K - $67.5K
|
3.5K
$498K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$473 - $558
|
7.01K
$998K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 27.7% |
$260K - $306K
|
10.1K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-466- 13.4% |
$55.2K - $65K
|
3.01K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
112+ 3.88% |
$13.3K - $15.6K
|
3K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.36% |
$473 - $558
|
1.11K
$157K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
967New |
$114K - $135K
|
967
$138K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-489- 0.83% |
$57.9K - $68.2K
|
58.3K
$8.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
400+ 400.0% |
$47.3K - $55.8K
|
500
$71.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.6KNew |
$307K - $362K
|
2.6K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-400- 71.17% |
$47.3K - $55.8K
|
162
$23.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
408+ 23.46% |
$48.3K - $56.9K
|
2.15K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
54+ 18.75% |
$6.39K - $7.53K
|
342
$48.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-872- 6.02% |
$103K - $122K
|
13.6K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.51KNew |
$179K - $211K
|
1.51K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-117- 0.1% |
$13.8K - $16.3K
|
119K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.03K- 17.21% |
$241K - $284K
|
9.78K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23+ 0.51% |
$2.72K - $3.21K
|
4.52K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
76+ 1.08% |
$9K - $10.6K
|
7.12K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
90+ 3.26% |
$10.7K - $12.6K
|
2.85K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
340+ 4.88% |
$40.2K - $47.4K
|
7.31K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-723- 0.98% |
$85.6K - $101K
|
73.4K
$10.4M
|
|