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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.06KNew |
$284K - $385K
|
3.06K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 10.29% |
$650 - $880
|
75
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.91K+ 21.13% |
$177K - $240K
|
10.9K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
119+ 37.3% |
$11.1K - $15K
|
438
$62.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
23+ 1.03% |
$2.14K - $2.89K
|
2.25K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
266New |
$24.7K - $33.4K
|
266
$37.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7- 0.31% |
$650 - $880
|
2.24K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
SELL
|
- |
-9K- 90.0% |
$836K - $1.13M
|
1K
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
974+ 5.7% |
$90.5K - $122K
|
18.1K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-23.3K- 59.82% |
$2.16M - $2.93M
|
15.7K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.87K- 40.78% |
$174K - $235K
|
2.72K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 246.15% |
$2.97K - $4.02K
|
45
$6.4K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.4KNew |
$223K - $302K
|
2.4K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.11K- 2.49% |
$196K - $266K
|
82.7K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 4.12% |
$5.57K - $7.54K
|
1.52K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 71.43% |
$464 - $629
|
12
$1.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
350New |
$32.5K - $44K
|
350
$49.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2- 0.11% |
$186 - $251
|
1.88K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-300- 27.27% |
$27.9K - $37.7K
|
800
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.81% |
$1.67K - $2.26K
|
1.01K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
22.9K+ 269.67% |
$2.13M - $2.88M
|
31.4K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.6KNew |
$1.17M - $1.58M
|
12.6K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
502New |
$46.6K - $63.1K
|
502
$71.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.95KNew |
$181K - $245K
|
1.95K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
317New |
$29.4K - $39.9K
|
317
$45.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-60.7K- 52.44% |
$5.64M - $7.63M
|
55.1K
$7.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-430- 13.66% |
$39.9K - $54.1K
|
2.72K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-141- 7.45% |
$13.1K - $17.7K
|
1.75K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.12K- 67.21% |
$476K - $644K
|
2.5K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-591- 1.86% |
$54.9K - $74.3K
|
31.2K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
15KNew |
$1.39M - $1.89M
|
15K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-268- 8.56% |
$24.9K - $33.7K
|
2.86K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-165- 2.06% |
$15.3K - $20.7K
|
7.84K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.05K- 49.57% |
$469K - $635K
|
5.14K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.76K- 1.6% |
$164K - $222K
|
109K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
121KNew |
$11.2M - $15.2M
|
121K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 27.46% |
$97.4K - $132K
|
2.77K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.43MNew |
$133M - $180M
|
1.43M
$204M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
598+ 104.36% |
$55.5K - $75.2K
|
1.17K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-8- 0.49% |
$743 - $1.01K
|
1.64K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
300New |
$27.9K - $37.7K
|
300
$42.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
7KNew |
$650K - $880K
|
7K
$996K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
271+ 30.94% |
$25.2K - $34.1K
|
1.15K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
2.4KNew |
$223K - $302K
|
2.4K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-35- 7.22% |
$3.25K - $4.4K
|
450
$64K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.86K+ 1907.33% |
$266K - $360K
|
3.01K
$429K
|
|