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 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.5K+ 56.69% |
$178K - $209K
|
4.15K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$422K - $497K
|
3.56K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-230- 5.61% |
$27.2K - $32.1K
|
3.87K
$551K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-539- 2.46% |
$63.8K - $75.2K
|
21.4K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.22K+ 14.4% |
$145K - $171K
|
9.72K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
44+ 2.42% |
$5.21K - $6.14K
|
1.86K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12K+ 619.2% |
$1.42M - $1.67M
|
13.9K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.04K+ 94.83% |
$241K - $284K
|
4.18K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.03% |
$1.78K - $2.09K
|
47.7K
$6.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 62.17% |
$237K - $279K
|
5.22K
$742K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-459- 10.36% |
$54.3K - $64K
|
3.97K
$565K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-326- 9.56% |
$38.6K - $45.5K
|
3.08K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
132+ 4.25% |
$15.6K - $18.4K
|
3.24K
$461K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.37K+ 42.12% |
$399K - $470K
|
11.4K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
667+ 3.85% |
$79K - $93K
|
18K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 80.0% |
$947 - $1.12K
|
2
$285
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-427- 21.65% |
$50.5K - $59.5K
|
1.55K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-174- 2.17% |
$20.6K - $24.3K
|
7.85K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-157- 15.62% |
$18.6K - $21.9K
|
848
$121K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
101+ 2.07% |
$12K - $14.1K
|
4.98K
$709K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-10- 0.43% |
$1.18K - $1.39K
|
2.31K
$328K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
261+ 6.71% |
$30.9K - $36.4K
|
4.15K
$591K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.7K+ 53.31% |
$1.38M - $1.63M
|
33.6K
$4.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
211+ 191.82% |
$25K - $29.4K
|
321
$45.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
10+ 0.16% |
$1.18K - $1.39K
|
6.3K
$896K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.19% |
$237 - $279
|
1.06K
$151K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.88KNew |
$222K - $262K
|
1.88K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
857+ 15.05% |
$101K - $120K
|
6.55K
$932K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
83+ 2.76% |
$9.82K - $11.6K
|
3.09K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.12K- 22.8% |
$132K - $156K
|
3.79K
$539K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.39K - $7.53K
|
54
$7.69K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
304+ 0.9% |
$36K - $42.4K
|
34.3K
$4.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.34K- 3.91% |
$158K - $186K
|
32.8K
$4.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.18K- 17.22% |
$139K - $164K
|
5.65K
$804K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-706- 49.16% |
$83.6K - $98.5K
|
730
$104K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.62K+ 49.28% |
$665K - $784K
|
17K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-104- 3.38% |
$12.3K - $14.5K
|
2.98K
$424K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3New |
$355 - $418
|
3
$427
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.73K- 7.46% |
$441K - $520K
|
46.2K
$6.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-13- 0.62% |
$1.54K - $1.81K
|
2.07K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
475+ 10.6% |
$56.2K - $66.2K
|
4.96K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 9.39% |
$156K - $184K
|
12.7K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.53KNew |
$181K - $213K
|
1.53K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.7KNew |
$3.63M - $4.28M
|
30.7K
$4.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
337+ 1.7% |
$39.9K - $47K
|
20.2K
$2.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
75New |
$8.88K - $10.5K
|
75
$10.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.34% |
$3.31K - $3.9K
|
8.16K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.06% |
$473 - $558
|
6.57K
$935K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.56K+ 0.8% |
$895K - $1.05M
|
949K
$135M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-230- 8.47% |
$27.2K - $32.1K
|
2.48K
$354K
|
|