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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
105+ 6.9% |
$12.4K - $14.6K
|
1.63K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
326K+ 36.01% |
$38.6M - $45.4M
|
1.23M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 1.72% |
$23.7K - $27.9K
|
11.8K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-351- 0.52% |
$41.5K - $49K
|
67.4K
$9.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60.6K+ 3530.65% |
$7.17M - $8.45M
|
62.3K
$8.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-812- 18.61% |
$96.1K - $113K
|
3.55K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.2% |
$2.25K - $2.65K
|
9.34K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
219+ 7.22% |
$25.9K - $30.5K
|
3.25K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-19- 51.35% |
$2.25K - $2.65K
|
18
$2.56K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 4.91% |
$5.8K - $6.83K
|
949
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
485New |
$57.4K - $67.6K
|
485
$69K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$192K - $226K
|
1.62K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.19K+ 9.47% |
$141K - $166K
|
13.7K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-5.7K- 98.28% |
$675K - $795K
|
100
$14.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
68+ 9.58% |
$8.05K - $9.48K
|
778
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
80.1K+ 154.93% |
$9.48M - $11.2M
|
132K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.9K+ 1.92% |
$3.42M - $4.03M
|
1.53M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Kintayl Capital LP
New York, NY |
SELL
|
- |
-5.82K- 16.59% |
$689K - $812K
|
29.3K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
708+ 33.07% |
$83.8K - $98.7K
|
2.85K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.86KNew |
$220K - $259K
|
1.86K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.33% |
$1.66K - $1.95K
|
4.28K
$610K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.08K+ 1.01% |
$128K - $151K
|
108K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7K+ 3.19% |
$438K - $516K
|
120K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-107K- 30.68% |
$12.7M - $15M
|
243K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
39+ 3.47% |
$4.62K - $5.44K
|
1.16K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$118 - $139
|
1
$142
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.76% |
$2.37K - $2.79K
|
2.62K
$373K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.2K+ 49.88% |
$4.4M - $5.18M
|
112K
$15.9M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
165+ 0.78% |
$19.5K - $23K
|
21.4K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
71.1K+ 14.7% |
$8.42M - $9.92M
|
555K
$79M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-10.3K- 3.76% |
$1.22M - $1.44M
|
264K
$37.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-700- 12.1% |
$82.9K - $97.6K
|
5.09K
$724K
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
17.6KNew |
$2.08M - $2.45M
|
17.6K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-431- 2.17% |
$51K - $60.1K
|
19.4K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.4K+ 8.5% |
$402K - $474K
|
43.4K
$6.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.7K+ 0.83% |
$1.15M - $1.35M
|
1.17M
$167M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-32- 1.3% |
$3.79K - $4.46K
|
2.43K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.32K- 14.85% |
$156K - $184K
|
7.54K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
33.4K+ 1.49% |
$3.95M - $4.66M
|
2.28M
$324M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.27KNew |
$861K - $1.01M
|
7.27K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.99K+ 0.78% |
$945K - $1.11M
|
1.03M
$146M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.2K+ 4.26% |
$3.22M - $3.8M
|
666K
$94.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
320New |
$37.9K - $44.6K
|
320
$45.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-1.18K- 62.81% |
$139K - $164K
|
697
$99.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$544K - $641K
|
4.6K
$654K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
125+ 0.81% |
$14.8K - $17.4K
|
15.7K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-52.7K- 22.52% |
$6.24M - $7.36M
|
182K
$25.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$192K - $226K
|
1.62K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-7.15K- 3.75% |
$846K - $997K
|
183K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-17.9K- 6.04% |
$2.12M - $2.5M
|
278K
$39.6M
|
|