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 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
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.92K+ 1077.86% |
$346K - $407K
|
3.19K
$454K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-28- 1.66% |
$3.31K - $3.9K
|
1.66K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-424- 2.2% |
$50.2K - $59.1K
|
18.9K
$2.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.65KNew |
$195K - $230K
|
1.65K
$235K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
360+ 0.79% |
$42.6K - $50.2K
|
46K
$6.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.63KNew |
$193K - $227K
|
1.63K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-33.6K- 13.23% |
$3.98M - $4.69M
|
221K
$31.4M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
166+ 10.51% |
$19.6K - $23.2K
|
1.75K
$248K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-38.7K- 94.87% |
$4.58M - $5.39M
|
2.09K
$298K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
474+ 23.87% |
$56.1K - $66.1K
|
2.46K
$350K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-16- 0.64% |
$1.89K - $2.23K
|
2.47K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-7.85K- 5.15% |
$930K - $1.1M
|
145K
$20.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
234+ 4.53% |
$27.7K - $32.6K
|
5.4K
$769K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.16% |
$355 - $418
|
1.9K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-216- 4.62% |
$25.6K - $30.1K
|
4.46K
$635K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.71K- 5.78% |
$202K - $238K
|
27.8K
$3.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-140- 1.9% |
$16.6K - $19.5K
|
7.22K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
777+ 2.9% |
$92K - $108K
|
27.6K
$3.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
504+ 13.58% |
$59.7K - $70.3K
|
4.22K
$600K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-25- 1.03% |
$2.96K - $3.49K
|
2.41K
$343K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.59K+ 13.78% |
$1.13M - $1.34M
|
79.1K
$11.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
115+ 41.67% |
$13.6K - $16K
|
391
$55.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.47KNew |
$174K - $205K
|
1.47K
$210K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
629New |
$74.5K - $87.7K
|
629
$89.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-44- 1.27% |
$5.21K - $6.14K
|
3.41K
$485K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-297- 0.59% |
$35.2K - $41.4K
|
50.1K
$7.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.86% |
$355 - $418
|
350
$49.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$186K - $219K
|
1.57K
$224K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-47- 18.95% |
$5.56K - $6.55K
|
201
$28.6K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 34.65% |
$154K - $181K
|
5.06K
$720K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
146+ 7.72% |
$17.3K - $20.4K
|
2.04K
$290K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
871+ 33.4% |
$103K - $121K
|
3.48K
$495K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.47KNew |
$174K - $205K
|
1.47K
$209K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 13.09% |
$4.26K - $5.02K
|
311
$44.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-110- 6.58% |
$13K - $15.3K
|
1.56K
$222K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
843+ 2.17% |
$99.8K - $118K
|
39.7K
$5.64M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$473 - $558
|
4
$569
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
5.87K+ 23.05% |
$695K - $818K
|
31.3K
$4.46M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
1.68KNew |
$199K - $235K
|
1.68K
$239K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
70+ 0.55% |
$8.29K - $9.76K
|
12.8K
$1.82M
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-7- 1.41% |
$650 - $880
|
491
$69.9K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 12.47% |
$10.6M - $14.3M
|
1.03M
$146M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
4KNew |
$371K - $503K
|
4K
$569K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.77K- 29.07% |
$257K - $348K
|
6.75K
$961K
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
200+ 8.22% |
$18.6K - $25.1K
|
2.63K
$375K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-79- 1.84% |
$7.34K - $9.93K
|
4.22K
$600K
|
|