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 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
679+ 37.95% |
$80.4K - $94.7K
|
2.47K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-83- 2.42% |
$9.82K - $11.6K
|
3.35K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
131+ 7.46% |
$15.5K - $18.3K
|
1.89K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
14.9K+ 38.03% |
$1.76M - $2.07M
|
54K
$7.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-212- 5.25% |
$25.1K - $29.6K
|
3.83K
$545K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2- 0.09% |
$237 - $279
|
2.2K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-553- 2.57% |
$65.5K - $77.1K
|
20.9K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
696New |
$82.4K - $97.1K
|
696
$99.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
273+ 0.98% |
$32.3K - $38.1K
|
28.2K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-241- 1.25% |
$28.5K - $33.6K
|
19K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-232- 10.27% |
$27.5K - $32.4K
|
2.03K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
60+ 1.94% |
$7.1K - $8.37K
|
3.15K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-490- 6.92% |
$58K - $68.3K
|
6.59K
$938K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 5.92% |
$1.29M - $1.52M
|
174K
$24.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-12- 4.44% |
$1.42K - $1.67K
|
258
$36.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.71% |
$592 - $697
|
707
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.37% |
$473 - $558
|
1.08K
$154K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-431- 9.52% |
$51K - $60.1K
|
4.1K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.55K- 5.56% |
$302K - $356K
|
43.3K
$6.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
21+ 1.05% |
$2.49K - $2.93K
|
2.01K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
11K+ 31.33% |
$1.3M - $1.54M
|
46.2K
$6.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-194- 3.05% |
$23K - $27.1K
|
6.16K
$877K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-107- 0.26% |
$12.7K - $14.9K
|
41.5K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.41KNew |
$403K - $475K
|
3.41K
$485K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$710 - $837
|
1.84K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1K- 0.6% |
$118K - $140K
|
167K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
211+ 4.03% |
$25K - $29.4K
|
5.45K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.38KNew |
$282K - $332K
|
2.38K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$192K - $226K
|
1.62K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11.9K- 52.52% |
$1.41M - $1.66M
|
10.7K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 7.55% |
$2.47M - $2.91M
|
256K
$36.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
19+ 1.04% |
$2.25K - $2.65K
|
1.84K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.37K+ 12.13% |
$398K - $469K
|
31.1K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 1.27% |
$127K - $150K
|
85.7K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-150- 22.29% |
$17.8K - $20.9K
|
523
$74.4K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-699- 3.69% |
$82.7K - $97.5K
|
18.2K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-224- 10.69% |
$26.5K - $31.2K
|
1.87K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
47+ 1.42% |
$5.56K - $6.55K
|
3.35K
$477K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.85K+ 2.93% |
$337K - $397K
|
99.8K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
20New |
$2.37K - $2.79K
|
20
$2.85K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-110- 0.68% |
$13K - $15.3K
|
16K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
169K+ 4764.46% |
$20M - $23.6M
|
173K
$24.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
6.1K+ 3.01% |
$722K - $850K
|
209K
$29.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
460+ 12.73% |
$54.5K - $64.2K
|
4.07K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-19- 0.37% |
$2.25K - $2.65K
|
5.08K
$724K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 39.68% |
$2.96K - $3.49K
|
88
$12.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-19.4K- 7.49% |
$2.3M - $2.71M
|
239K
$34.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-488- 1.36% |
$57.8K - $68.1K
|
35.4K
$5.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.64KNew |
$194K - $228K
|
1.64K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
191+ 7.69% |
$22.6K - $26.6K
|
2.67K
$381K
|
|