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 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-487- 6.89% |
$45.2K - $61.2K
|
6.58K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.12% |
$3.06K - $4.15K
|
2.93K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
936New |
$86.9K - $118K
|
936
$133K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$33.6K - $45.5K
|
362
$51.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
3.91K+ 12.44% |
$363K - $492K
|
35.3K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-9.05K- 40.85% |
$840K - $1.14M
|
13.1K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$464K - $629K
|
5K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-204- 16.04% |
$18.9K - $25.6K
|
1.07K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
18.2KNew |
$1.69M - $2.28M
|
18.2K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
195+ 8.05% |
$18.1K - $24.5K
|
2.62K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.21K - $1.63K
|
2.01K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-7.78K- 34.51% |
$722K - $978K
|
14.8K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-69- 5.66% |
$6.41K - $8.68K
|
1.15K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.56K- 52.78% |
$795K - $1.08M
|
7.66K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 1.43% |
$125K - $169K
|
95.4K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.66KNew |
$897K - $1.21M
|
9.66K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.06% |
$186 - $251
|
3.19K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-329- 8.67% |
$30.6K - $41.4K
|
3.46K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
43+ 40.57% |
$3.99K - $5.41K
|
149
$21.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-500- 10.0% |
$46.4K - $62.9K
|
4.5K
$640K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 5.85% |
$13.1K - $17.7K
|
2.55K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.37K+ 102.27% |
$406K - $549K
|
8.64K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-35- 0.6% |
$3.25K - $4.4K
|
5.83K
$829K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-8- 0.1% |
$743 - $1.01K
|
8.02K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-77- 27.8% |
$7.15K - $9.68K
|
200
$28.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.89K
|
1.8K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$464 - $629
|
5
$712
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-384- 11.99% |
$35.7K - $48.3K
|
2.82K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.32KNew |
$308K - $417K
|
3.32K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-47- 2.35% |
$4.36K - $5.91K
|
1.96K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
163+ 543.33% |
$15.1K - $20.5K
|
193
$27.5K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 12.82% |
$929 - $1.26K
|
68
$9.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-77- 76.24% |
$7.15K - $9.68K
|
24
$3.42K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.53% |
$371 - $503
|
757
$108K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 3.89% |
$6.13K - $8.3K
|
1.63K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
82+ 2.76% |
$7.62K - $10.3K
|
3.05K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-69- 81.18% |
$6.41K - $8.68K
|
16
$2.28K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.84% |
$7.34K - $9.93K
|
2.86K
$407K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 1.24% |
$743 - $1.01K
|
636
$90.5K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.71K- 17.42% |
$159K - $215K
|
8.11K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
8.92KNew |
$829K - $1.12M
|
8.92K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
8.9KNew |
$827K - $1.12M
|
8.9K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-250- 55.56% |
$23.2K - $31.4K
|
200
$28.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-195- 14.72% |
$18.1K - $24.5K
|
1.13K
$161K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.47K- 69.96% |
$230K - $311K
|
1.06K
$151K
|
|
|
Aug 05, 2025
Q2 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.14K- 31.4% |
$199K - $269K
|
4.68K
$666K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
670+ 29.02% |
$62.2K - $84.2K
|
2.98K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.99KNew |
$185K - $251K
|
1.99K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-252- 37.11% |
$23.4K - $31.7K
|
427
$60.8K
|
|