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 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
|
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
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.41K- 23.46% |
$167K - $197K
|
4.61K
$657K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
411+ 8.15% |
$48.7K - $57.3K
|
5.45K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-14K- 5.61% |
$1.65M - $1.95M
|
235K
$33.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 0.14% |
$6.16K - $7.25K
|
37.5K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5- 0.17% |
$592 - $697
|
2.93K
$417K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11+ 0.49% |
$1.3K - $1.53K
|
2.28K
$324K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
50+ 1.37% |
$5.92K - $6.97K
|
3.71K
$528K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
205+ 5.64% |
$24.3K - $28.6K
|
3.84K
$547K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 1.14% |
$5.33K - $6.28K
|
3.99K
$568K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.14K- 6.18% |
$135K - $159K
|
17.3K
$2.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-78- 1.45% |
$9.23K - $10.9K
|
5.29K
$752K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
10+ 0.42% |
$1.18K - $1.39K
|
2.37K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 1.7% |
$1.89K - $2.23K
|
926
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.91% |
$829 - $976
|
775
$110K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$178K - $210K
|
1.5K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
1.01K+ 5.41% |
$119K - $140K
|
19.6K
$2.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
176+ 3.87% |
$20.8K - $24.5K
|
4.73K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
64+ 0.44% |
$7.58K - $8.93K
|
14.8K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
155+ 24.76% |
$18.3K - $21.6K
|
781
$111K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-84- 1.57% |
$9.94K - $11.7K
|
5.28K
$752K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.9% |
$592 - $697
|
560
$79.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-166- 39.9% |
$19.6K - $23.2K
|
250
$35.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 1.12% |
$2.84K - $3.35K
|
2.16K
$308K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.45K- 11.8% |
$527K - $621K
|
33.3K
$4.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-113- 8.48% |
$13.4K - $15.8K
|
1.22K
$173K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$1.66K - $1.95K
|
14
$1.99K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
1.5KNew |
$178K - $209K
|
1.5K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-59.7K- 77.84% |
$7.07M - $8.33M
|
17K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-116- 4.71% |
$13.7K - $16.2K
|
2.35K
$334K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.65K+ 13.43% |
$432K - $509K
|
30.8K
$4.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.83% |
$237 - $279
|
242
$34.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 7.51% |
$134K - $158K
|
14K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-653- 18.63% |
$77.3K - $91.1K
|
2.85K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
313+ 1.22% |
$37K - $43.7K
|
26K
$3.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-97- 3.66% |
$11.5K - $13.5K
|
2.55K
$363K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.4K- 6.97% |
$284K - $334K
|
32K
$4.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.28K- 3.76% |
$152K - $179K
|
32.8K
$4.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-265- 8.43% |
$31.4K - $37K
|
2.88K
$410K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319+ 15.33% |
$37.8K - $44.5K
|
2.4K
$342K
|
|