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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-28- 1.24% |
$3.31K - $3.9K
|
2.24K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$1.78K - $2.09K
|
5.73K
$815K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.59KNew |
$306K - $361K
|
2.59K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26- 0.17% |
$3.08K - $3.63K
|
15.6K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.58KNew |
$187K - $220K
|
1.58K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
10K+ 5.01% |
$1.18M - $1.39M
|
210K
$29.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.01KNew |
$474K - $559K
|
4.01K
$570K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.8KNew |
$450K - $530K
|
3.8K
$541K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
81+ 0.27% |
$9.59K - $11.3K
|
30K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-20- 0.72% |
$2.37K - $2.79K
|
2.76K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
604K+ 612.26% |
$71.5M - $84.2M
|
702K
$100M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.34K+ 44.49% |
$868K - $1.02M
|
23.8K
$3.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 3.34% |
$125K - $148K
|
32.7K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.2K+ 12.74% |
$1.8M - $2.12M
|
135K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-383- 2.43% |
$45.3K - $53.4K
|
15.4K
$2.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-100- 0.57% |
$11.8K - $13.9K
|
17.4K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 60.66% |
$127K - $150K
|
2.84K
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$1.66K - $1.95K
|
14
$1.99K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
168New |
$19.9K - $23.4K
|
168
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
282+ 149.21% |
$33.4K - $39.3K
|
471
$67K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-65- 0.93% |
$7.69K - $9.06K
|
6.91K
$984K
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
10.9K+ 12.05% |
$1.29M - $1.52M
|
101K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
3.08KNew |
$365K - $430K
|
3.08K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$209K - $246K
|
1.77K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
948+ 47.05% |
$112K - $132K
|
2.96K
$422K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-74- 2.34% |
$8.76K - $10.3K
|
3.09K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
1+ 0.0% |
$118 - $139
|
39K
$5.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 61.0% |
$269K - $317K
|
5.99K
$853K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.67KNew |
$197K - $232K
|
1.67K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07K- 8.78% |
$127K - $149K
|
11.1K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 0.4% |
$592 - $697
|
1.24K
$176K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11+ 0.21% |
$1.3K - $1.53K
|
5.36K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-109- 1.48% |
$12.9K - $15.2K
|
7.26K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.52KNew |
$180K - $212K
|
1.52K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-550- 4.52% |
$65.1K - $76.7K
|
11.6K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.99KNew |
$236K - $278K
|
1.99K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
59+ 1.15% |
$6.98K - $8.23K
|
5.2K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.51K+ 18.82% |
$297K - $350K
|
15.9K
$2.26M
|
|