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
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.04% |
$118 - $139
|
97
$13.8K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
20.2K+ 3.47% |
$2.39M - $2.82M
|
602K
$85.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5- 0.28% |
$592 - $697
|
1.78K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
262New |
$31K - $36.5K
|
262
$37.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.19K+ 1.26% |
$259K - $305K
|
176K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.46K+ 13.27% |
$528K - $623K
|
38.1K
$5.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-6.97K- 5.05% |
$825K - $972K
|
131K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.44% |
$1.66K - $1.95K
|
3.14K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
806+ 15.37% |
$95.4K - $112K
|
6.05K
$861K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-133- 3.13% |
$15.7K - $18.5K
|
4.11K
$585K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-203- 1.27% |
$24K - $28.3K
|
15.7K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-233- 2.85% |
$27.6K - $32.5K
|
7.93K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-397- 15.38% |
$47K - $55.4K
|
2.19K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.66KNew |
$196K - $231K
|
1.66K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 2.08% |
$14.1K - $16.6K
|
5.85K
$833K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-350- 1.56% |
$41.4K - $48.8K
|
22.1K
$3.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-18- 0.03% |
$2.13K - $2.51K
|
57.6K
$8.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.59KNew |
$189K - $222K
|
1.59K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-56- 0.3% |
$6.63K - $7.81K
|
18.5K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
72+ 2.0% |
$8.52K - $10K
|
3.67K
$523K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
193+ 4.46% |
$22.8K - $26.9K
|
4.52K
$643K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-68- 1.23% |
$8.05K - $9.48K
|
5.47K
$778K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.73K+ 29.56% |
$1.03M - $1.22M
|
38.3K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.22K- 1.39% |
$144K - $170K
|
86.2K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.46K- 28.69% |
$883K - $1.04M
|
18.5K
$2.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
188+ 10.4% |
$22.3K - $26.2K
|
2K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.92K- 6.25% |
$346K - $407K
|
43.8K
$6.23M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-281- 1.66% |
$33.3K - $39.2K
|
16.7K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.29K+ 6.22% |
$390K - $459K
|
56.2K
$8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 15.62% |
$194K - $228K
|
8.84K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.68K- 10.19% |
$199K - $234K
|
14.8K
$2.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
425+ 10.85% |
$50.3K - $59.3K
|
4.34K
$618K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
222+ 4.52% |
$26.3K - $31K
|
5.14K
$731K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
52+ 16.72% |
$6.16K - $7.25K
|
363
$51.7K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$425K - $501K
|
3.59K
$511K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
824+ 19.4% |
$97.5K - $115K
|
5.07K
$722K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-853- 1.68% |
$101K - $119K
|
49.9K
$7.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-118- 3.11% |
$14K - $16.5K
|
3.68K
$524K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-89- 2.47% |
$10.5K - $12.4K
|
3.52K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$1.07K - $1.26K
|
5.09K
$725K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.22% |
$829 - $976
|
3.26K
$464K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.7K+ 4.89% |
$1.27M - $1.5M
|
230K
$32.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.22% |
$2.13K - $2.51K
|
8.34K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-142- 4.84% |
$16.8K - $19.8K
|
2.79K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-392- 4.05% |
$46.4K - $54.7K
|
9.28K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 10.25% |
$229K - $270K
|
16.9K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
549+ 0.82% |
$65K - $76.6K
|
67.3K
$9.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
71.1K+ 188.43% |
$8.42M - $9.92M
|
109K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-600- 3.82% |
$71K - $83.7K
|
15.1K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.59% |
$1.78K - $2.09K
|
957
$136K
|
|