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 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-634- 4.9% |
$75K - $88.4K
|
12.3K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-743- 14.33% |
$87.9K - $104K
|
4.44K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
45+ 72.58% |
$5.33K - $6.28K
|
107
$15.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-706- 21.2% |
$83.6K - $98.5K
|
2.62K
$373K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-38.8K- 91.94% |
$4.59M - $5.41M
|
3.4K
$483K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.78K- 7.01% |
$329K - $388K
|
36.9K
$5.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-5K- 5.43% |
$592K - $697K
|
87K
$12.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.99K+ 4.43% |
$472K - $557K
|
94.1K
$13.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
594+ 23.28% |
$70.3K - $82.8K
|
3.15K
$448K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
199+ 9.22% |
$23.6K - $27.8K
|
2.36K
$336K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-50- 2.22% |
$5.92K - $6.97K
|
2.2K
$313K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-67- 0.15% |
$7.93K - $9.34K
|
45.6K
$6.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-58- 2.89% |
$6.87K - $8.09K
|
1.95K
$278K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-123- 7.71% |
$14.6K - $17.2K
|
1.47K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
400+ 15.28% |
$47.3K - $55.8K
|
3.02K
$429K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$195K - $230K
|
1.65K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
365+ 0.27% |
$43.2K - $50.9K
|
137K
$19.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
31+ 0.22% |
$3.67K - $4.32K
|
14.2K
$2.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.48K+ 58.7% |
$293K - $345K
|
6.7K
$953K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
80+ 0.6% |
$9.47K - $11.2K
|
13.4K
$1.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-46- 2.13% |
$5.45K - $6.42K
|
2.12K
$301K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $139
|
2.03K
$289K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 41.36% |
$127K - $149K
|
1.52K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.52KNew |
$180K - $212K
|
1.52K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-125- 0.61% |
$14.8K - $17.4K
|
20.3K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-103- 0.86% |
$12.2K - $14.4K
|
11.8K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 25.0% |
$592 - $697
|
25
$3.56K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 16.08% |
$2.46M - $2.89M
|
108K
$15.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-157- 3.99% |
$18.6K - $21.9K
|
3.77K
$537K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-239- 1.26% |
$28.3K - $33.3K
|
18.7K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 1.08% |
$5.92K - $6.97K
|
4.6K
$654K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.66KNew |
$196K - $231K
|
1.66K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.06KNew |
$480K - $566K
|
4.06K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.41K- 86.75% |
$167K - $196K
|
215
$30.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-35- 2.02% |
$4.14K - $4.88K
|
1.7K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.73K- 7.28% |
$323K - $380K
|
34.8K
$4.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 3.8% |
$5.09K - $6K
|
1.18K
$167K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 5.81% |
$23.7K - $27.9K
|
3.24K
$461K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-661- 3.74% |
$78.2K - $92.2K
|
17K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
389+ 1.91% |
$46K - $54.2K
|
20.8K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$118 - $139
|
4.39K
$624K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.05K+ 3.06% |
$361K - $425K
|
103K
$14.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
452+ 3.95% |
$53.5K - $63K
|
11.9K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
135+ 4.49% |
$16K - $18.8K
|
3.14K
$447K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-89- 6.54% |
$10.5K - $12.4K
|
1.27K
$181K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-677- 10.21% |
$80.1K - $94.4K
|
5.96K
$848K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
496+ 3.68% |
$58.7K - $69.2K
|
14K
$1.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-267- 12.03% |
$31.6K - $37.2K
|
1.95K
$278K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 3.98% |
$1.18K - $1.39K
|
261
$37.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576- 26.11% |
$68.2K - $80.3K
|
1.63K
$232K
|
|