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 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.59K+ 17.87% |
$188K - $222K
|
10.5K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-97- 42.17% |
$11.5K - $13.5K
|
133
$18.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-126- 2.66% |
$14.9K - $17.6K
|
4.61K
$656K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.23K+ 1.13% |
$382K - $450K
|
289K
$41.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.34% |
$5.92K - $6.97K
|
14.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-124- 7.0% |
$14.7K - $17.3K
|
1.65K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
124+ 5.81% |
$14.7K - $17.3K
|
2.26K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 1.08% |
$7.1K - $8.37K
|
5.59K
$796K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.02% |
$118 - $139
|
4.24K
$603K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-5.7K- 9.63% |
$675K - $795K
|
53.5K
$7.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.83M- 97.56% |
$217M - $255M
|
45.8K
$6.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.92% |
$829 - $976
|
764
$109K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
62.9K+ 149.07% |
$7.45M - $8.77M
|
105K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-2.66K- 43.46% |
$314K - $370K
|
3.46K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
124+ 1.49% |
$14.7K - $17.3K
|
8.44K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
573+ 1.92% |
$67.8K - $79.9K
|
30.4K
$4.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
7.03KNew |
$832K - $980K
|
7.03K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-112- 2.46% |
$13.3K - $15.6K
|
4.45K
$633K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
40+ 1.27% |
$4.73K - $5.58K
|
3.2K
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25+ 0.3% |
$2.96K - $3.49K
|
8.25K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$178K - $209K
|
1.5K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 1.01% |
$2.72K - $3.21K
|
2.29K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.56K+ 112.22% |
$776K - $914K
|
12.4K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 0.37% |
$8.17K - $9.62K
|
18.5K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-170- 2.42% |
$20.1K - $23.7K
|
6.86K
$976K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.04% |
$355 - $418
|
7.94K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
154+ 0.75% |
$18.2K - $21.5K
|
20.6K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-21- 0.79% |
$2.49K - $2.93K
|
2.64K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$215K - $253K
|
1.82K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.9K+ 35.37% |
$225K - $265K
|
7.28K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-121K- 39.15% |
$14.3M - $16.9M
|
188K
$26.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.71KNew |
$202K - $238K
|
1.71K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4KNew |
$473K - $558K
|
4K
$569K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-141- 5.44% |
$16.7K - $19.7K
|
2.45K
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.17K+ 16.91% |
$139K - $163K
|
8.1K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
552+ 2.29% |
$65.3K - $77K
|
24.7K
$3.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21New |
$2.49K - $2.93K
|
21
$2.99K
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-64- 0.1% |
$7.58K - $8.93K
|
62.9K
$8.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.4K- 5.38% |
$166K - $196K
|
24.7K
$3.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
150New |
$17.8K - $20.9K
|
150
$21.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.36K+ 13.65% |
$161K - $190K
|
11.4K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 35.76% |
$616K - $725K
|
19.7K
$2.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.75K- 6.1% |
$443K - $522K
|
57.7K
$8.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.78% |
$118 - $139
|
37
$5.27K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
831+ 1.85% |
$98.4K - $116K
|
45.8K
$6.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 1.12% |
$4.14K - $4.88K
|
3.09K
$440K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$355 - $418
|
1.72K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-739- 8.27% |
$87.5K - $103K
|
8.2K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 1.01% |
$2.01K - $2.37K
|
1.7K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
601+ 0.91% |
$71.1K - $83.8K
|
66.7K
$9.5M
|
|