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 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$656K - $889K
|
7.07K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
CALL |
100New |
$9.29K - $12.6K
|
100
$14.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
267+ 14.74% |
$24.8K - $33.6K
|
2.08K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-124- 0.9% |
$11.5K - $15.6K
|
13.7K
$1.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 7.33% |
$2.04K - $2.77K
|
322
$45.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
189+ 25.23% |
$17.6K - $23.8K
|
938
$133K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 9.27% |
$5.2K - $7.04K
|
660
$93.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 23.87% |
$18.6K - $25.1K
|
1.04K
$148K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$929 - $1.26K
|
9.01K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $5.03K
|
1.71K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-179- 8.99% |
$16.6K - $22.5K
|
1.81K
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.24K- 2.08% |
$394K - $533K
|
199K
$28.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$6.69K - $9.05K
|
72
$10.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.9KNew |
$176K - $239K
|
1.9K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
15K+ 20.0% |
$1.39M - $1.89M
|
90K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8- 8.08% |
$743 - $1.01K
|
91
$13K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5New |
$464 - $629
|
5
$712
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.92% |
$61.4K - $83.1K
|
17.5K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 0.32% |
$1.11K - $1.51K
|
3.73K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-237- 2.75% |
$22K - $29.8K
|
8.38K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
533New |
$49.5K - $67K
|
533
$75.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.95K+ 80.98% |
$274K - $370K
|
6.58K
$937K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-158- 49.22% |
$14.7K - $19.9K
|
163
$23.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1K- 96.71% |
$92.9K - $126K
|
34
$4.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-87- 28.9% |
$8.08K - $10.9K
|
214
$30.5K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-66- 0.34% |
$6.13K - $8.3K
|
19.2K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-205- 5.52% |
$19K - $25.8K
|
3.51K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
557New |
$51.7K - $70K
|
557
$79.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
52+ 3.08% |
$4.83K - $6.54K
|
1.74K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-133- 1.9% |
$12.4K - $16.7K
|
6.86K
$976K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.47K+ 318.51% |
$508K - $688K
|
7.19K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$1.39K - $1.89K
|
15
$2.13K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-68- 1.92% |
$6.32K - $8.55K
|
3.48K
$495K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-75- 3.16% |
$6.97K - $9.43K
|
2.3K
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 1.32% |
$2.32K - $3.14K
|
1.87K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-436- 9.9% |
$40.5K - $54.8K
|
3.97K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-195- 5.56% |
$18.1K - $24.5K
|
3.31K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 42.99% |
$1.11M - $1.5M
|
15.9K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.28K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
450+ 2.2% |
$41.8K - $56.6K
|
20.9K
$2.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
750New |
$69.7K - $94.3K
|
750
$107K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-110- 2.94% |
$10.2K - $13.8K
|
3.64K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
32+ 106.67% |
$2.97K - $4.02K
|
62
$8.82K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-27- 6.75% |
$2.51K - $3.39K
|
373
$53.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-115- 2.6% |
$10.7K - $14.5K
|
4.31K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
51New |
$4.74K - $6.41K
|
51
$7.26K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.49K- 35.82% |
$138K - $187K
|
2.67K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.89KNew |
$175K - $237K
|
1.89K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 116.67% |
$650 - $880
|
13
$1.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-26- 1.0% |
$2.41K - $3.27K
|
2.58K
$367K
|
|