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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
641+ 14.3% |
$75.9K - $89.4K
|
5.13K
$729K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.63KNew |
$193K - $227K
|
1.63K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.77KNew |
$328K - $387K
|
2.77K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$264K - $311K
|
2.23K
$318K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-210- 49.65% |
$24.9K - $29.3K
|
213
$30.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-23.1K- 8.36% |
$2.74M - $3.23M
|
254K
$36.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
543+ 11.67% |
$64.3K - $75.7K
|
5.2K
$740K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$237 - $279
|
2.12K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
966+ 37.82% |
$114K - $135K
|
3.52K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.81KNew |
$214K - $252K
|
1.81K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.65K+ 52.53% |
$314K - $370K
|
7.7K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5+ 0.16% |
$592 - $697
|
3.22K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
294+ 4.75% |
$34.8K - $41K
|
6.49K
$923K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.51K- 11.91% |
$1.01M - $1.19M
|
62.9K
$8.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.48K+ 17.34% |
$176K - $207K
|
10K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 2.17% |
$17.8K - $20.9K
|
6.78K
$965K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-165- 4.06% |
$19.5K - $23K
|
3.9K
$555K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$4.14K - $4.88K
|
35
$4.98K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.5K- 31.65% |
$1.48M - $1.74M
|
27K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2New |
$237 - $279
|
2
$285
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.08KNew |
$246K - $290K
|
2.08K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
165+ 10.73% |
$19.5K - $23K
|
1.7K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-254- 6.08% |
$30.1K - $35.4K
|
3.93K
$559K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
16.1KNew |
$1.91M - $2.25M
|
16.1K
$2.3M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
99+ 0.63% |
$11.7K - $13.8K
|
15.8K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.39K- 22.82% |
$165K - $194K
|
4.7K
$669K
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-863- 7.09% |
$102K - $120K
|
11.3K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.55KNew |
$184K - $216K
|
1.55K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.06% |
$355 - $418
|
4.88K
$694K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
160K+ 15.85% |
$19M - $22.4M
|
1.17M
$167M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.67K- 2.1% |
$198K - $233K
|
77.8K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.41KNew |
$641K - $755K
|
5.41K
$771K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 0.94% |
$947 - $1.12K
|
858
$122K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
268+ 3.15% |
$31.7K - $37.4K
|
8.77K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-104- 3.08% |
$12.3K - $14.5K
|
3.28K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
80+ 0.86% |
$9.47K - $11.2K
|
9.39K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.21K+ 21.72% |
$498K - $587K
|
23.6K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.8K- 26.23% |
$5.77M - $6.8M
|
137K
$19.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.83K- 9.75% |
$572K - $674K
|
44.7K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.4KNew |
$1.7M - $2.01M
|
14.4K
$2.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.16K+ 26.67% |
$255K - $301K
|
10.3K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.06KNew |
$599K - $706K
|
5.06K
$721K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
4.51K+ 8.39% |
$533K - $628K
|
58.2K
$8.28M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-128- 6.59% |
$15.2K - $17.9K
|
1.81K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14+ 12.5% |
$1.66K - $1.95K
|
126
$17.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 4.25% |
$215K - $254K
|
41K
$5.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58KNew |
$187K - $220K
|
1.58K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$237 - $279
|
26.4K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.74% |
$1.18K - $1.39K
|
1.35K
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.72KNew |
$203K - $240K
|
1.72K
$245K
|
|