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 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.62% |
$237 - $279
|
326
$46.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-932- 15.8% |
$110K - $130K
|
4.97K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
37+ 0.83% |
$4.38K - $5.16K
|
4.51K
$641K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-2.18K- 18.12% |
$258K - $304K
|
9.84K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41K+ 54.57% |
$4.85M - $5.71M
|
116K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
11.3K+ 7.63% |
$1.34M - $1.58M
|
159K
$22.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.63KNew |
$192K - $227K
|
1.63K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 27.27% |
$355 - $418
|
8
$1.14K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 0.18% |
$1.89K - $2.23K
|
8.84K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.93K- 5.29% |
$229K - $270K
|
34.6K
$4.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.11K- 1.18% |
$132K - $155K
|
93.1K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
561+ 91.07% |
$66.4K - $78.2K
|
1.18K
$168K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10- 0.57% |
$1.18K - $1.39K
|
1.75K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-104- 0.3% |
$12.3K - $14.5K
|
34.8K
$4.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
248+ 14.42% |
$29.4K - $34.6K
|
1.97K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-150- 8.96% |
$17.8K - $20.9K
|
1.52K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12K- 34.35% |
$1.43M - $1.68M
|
23K
$3.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.15% |
$118 - $139
|
88
$12.5K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.8% |
$118 - $139
|
126
$17.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
60+ 1.77% |
$7.1K - $8.37K
|
3.46K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.39K+ 603.46% |
$165K - $194K
|
1.63K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-65- 2.57% |
$7.69K - $9.06K
|
2.46K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-294- 15.97% |
$34.8K - $41K
|
1.55K
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-44- 1.12% |
$5.21K - $6.14K
|
3.88K
$552K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 0.95% |
$9.71K - $11.4K
|
8.71K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.79KNew |
$686K - $808K
|
5.79K
$824K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-52- 2.08% |
$6.16K - $7.25K
|
2.44K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-151- 7.22% |
$17.9K - $21.1K
|
1.94K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-280- 6.62% |
$33.1K - $39K
|
3.95K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-12- 1.34% |
$1.42K - $1.67K
|
882
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
66+ 0.45% |
$7.81K - $9.2K
|
14.7K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.12K+ 2.0% |
$251K - $296K
|
108K
$15.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$355 - $418
|
3
$427
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-94- 1.82% |
$11.1K - $13.1K
|
5.06K
$720K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
74+ 1.55% |
$8.76K - $10.3K
|
4.86K
$691K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.42K- 13.78% |
$168K - $198K
|
8.89K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.29K- 14.8% |
$270K - $319K
|
13.2K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-8- 0.27% |
$947 - $1.12K
|
2.94K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 17.81% |
$144K - $170K
|
8.06K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.63KNew |
$193K - $227K
|
1.63K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-741- 32.01% |
$87.7K - $103K
|
1.57K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
160+ 9.12% |
$18.9K - $22.3K
|
1.92K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
267+ 0.68% |
$31.6K - $37.2K
|
39.3K
$5.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-41- 1.64% |
$4.85K - $5.72K
|
2.46K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.54KNew |
$182K - $214K
|
1.54K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-51- 0.54% |
$6.04K - $7.11K
|
9.38K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-904- 0.6% |
$107K - $126K
|
150K
$21.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
23.9K+ 562.77% |
$2.82M - $3.33M
|
28.1K
$4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.08K+ 1.55% |
$246K - $290K
|
136K
$19.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
99+ 0.71% |
$11.7K - $13.8K
|
14K
$2M
|
|