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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23+ 0.35% |
$2.14K - $2.89K
|
6.61K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480+ 192.77% |
$44.6K - $60.4K
|
729
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
199+ 4.43% |
$18.5K - $25K
|
4.69K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
8+ 0.27% |
$743 - $1.01K
|
2.98K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-120- 5.2% |
$11.1K - $15.1K
|
2.19K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-90- 1.56% |
$8.36K - $11.3K
|
5.68K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
68+ 4.87% |
$6.32K - $8.55K
|
1.46K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.54KNew |
$236K - $319K
|
2.54K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$92.9 - $126
|
87
$12.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
493+ 6.23% |
$45.8K - $62K
|
8.41K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-33- 11.66% |
$3.06K - $4.15K
|
250
$35.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-459- 10.65% |
$42.6K - $57.7K
|
3.85K
$548K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
202+ 4.63% |
$18.8K - $25.4K
|
4.56K
$649K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-39- 20.63% |
$3.62K - $4.9K
|
150
$21.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-358- 31.99% |
$33.2K - $45K
|
761
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 4.3% |
$3.34K - $4.53K
|
874
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 8.4% |
$54.1K - $73.2K
|
7.51K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-327- 12.47% |
$30.4K - $41.1K
|
2.3K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-60- 47.24% |
$5.57K - $7.54K
|
67
$9.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82+ 62.12% |
$7.62K - $10.3K
|
214
$30.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-411- 15.81% |
$38.2K - $51.7K
|
2.19K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
350New |
$32.5K - $44K
|
350
$49.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.18% |
$836 - $1.13K
|
5.01K
$713K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 38.32% |
$3.81K - $5.15K
|
66
$9.39K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.89K- 51.53% |
$175K - $238K
|
1.78K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$929K - $1.26M
|
10K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.14% |
$92.9 - $126
|
725
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
576+ 417.39% |
$53.5K - $72.4K
|
714
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-69- 2.0% |
$6.41K - $8.68K
|
3.38K
$481K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-50- 1.79% |
$4.64K - $6.29K
|
2.74K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.97KNew |
$275K - $373K
|
2.97K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
676New |
$62.8K - $85K
|
676
$96.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.23K- 32.87% |
$114K - $155K
|
2.51K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 3.1% |
$11.9K - $16.1K
|
4K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $297K
|
2.36K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-131- 14.89% |
$12.2K - $16.5K
|
749
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.21K- 25.01% |
$112K - $152K
|
3.63K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-255- 8.57% |
$23.7K - $32.1K
|
2.72K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-62- 26.84% |
$5.76K - $7.8K
|
169
$24.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-16- 8.0% |
$1.49K - $2.01K
|
184
$26.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 11.65% |
$2.88K - $3.9K
|
235
$33.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$7.12K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-141- 10.18% |
$13.1K - $17.7K
|
1.24K
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-348- 16.6% |
$32.3K - $43.8K
|
1.75K
$249K
|
|