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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43M- 98.95% |
$133M - $180M
|
15.2K
$1.99M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 10.96% |
$1.04M - $1.4M
|
113K
$14.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.5K+ 11.56% |
$325K - $439K
|
33.7K
$4.42M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-681- 29.14% |
$63.2K - $85.6K
|
1.66K
$217K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$929 - $1.26K
|
10
$1.31K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
210New |
$19.5K - $26.4K
|
210
$27.5K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-20.6K- 59.33% |
$1.91M - $2.59M
|
14.1K
$1.85M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
7.5K+ 28.96% |
$697K - $943K
|
33.4K
$4.38M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24+ 0.09% |
$2.23K - $3.02K
|
27.9K
$3.66M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.84KNew |
$171K - $231K
|
1.84K
$241K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.9K+ 81.06% |
$1.75M - $2.38M
|
42.2K
$5.54M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-652- 26.73% |
$60.6K - $82K
|
1.79K
$234K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-55- 0.46% |
$5.11K - $6.92K
|
11.9K
$1.57M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-779- 6.49% |
$72.3K - $97.9K
|
11.2K
$1.47M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.73K- 6.15% |
$161K - $218K
|
26.5K
$3.47M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.24% |
$464 - $629
|
2.12K
$278K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200New |
$18.6K - $25.1K
|
200
$26.2K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
326+ 21.94% |
$30.3K - $41K
|
1.81K
$238K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
410+ 0.54% |
$38.1K - $51.5K
|
76.8K
$10.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.49K- 41.71% |
$696K - $942K
|
10.5K
$1.37M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.4K+ 378.5% |
$1.62M - $2.19M
|
22.1K
$2.89M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.49% |
$92.9 - $126
|
68
$8.92K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 34.03% |
$1.55M - $2.1M
|
32.4K
$4.25M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-18.7K- 15.94% |
$1.74M - $2.35M
|
98.6K
$12.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-22.9K- 66.68% |
$2.13M - $2.88M
|
11.4K
$1.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.31K+ 37.81% |
$121K - $164K
|
4.76K
$624K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-28.6K- 90.07% |
$2.66M - $3.6M
|
3.16K
$414K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 1.81% |
$11.4M - $15.4M
|
6.87M
$901M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 11.44% |
$128K - $173K
|
13.4K
$1.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130K- 14.44% |
$12M - $16.3M
|
767K
$101M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 9.09% |
$92.9 - $126
|
10
$1.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-498- 6.18% |
$46.2K - $62.6K
|
7.56K
$992K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10- 27.03% |
$929 - $1.26K
|
27
$3.54K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-163- 1.56% |
$15.1K - $20.5K
|
10.3K
$1.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$371 - $503
|
3.29K
$432K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
23New |
$2.14K - $2.89K
|
23
$3.02K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-34.1K- 31.42% |
$3.16M - $4.28M
|
74.4K
$9.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-14- 0.08% |
$1.3K - $1.76K
|
17K
$2.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-500- 1.53% |
$46.4K - $62.9K
|
32.2K
$4.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 1.47% |
$2.51K - $3.39K
|
1.87K
$245K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-84- 4.03% |
$7.8K - $10.6K
|
2K
$262K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.2KNew |
$112K - $151K
|
1.2K
$158K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.12KNew |
$104K - $141K
|
1.12K
$147K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
5.15KNew |
$478K - $648K
|
5.15K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.22K+ 15.39% |
$206K - $279K
|
16.6K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
89New |
$8.27K - $11.2K
|
89
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.4K- 53.81% |
$2.27M - $3.07M
|
21K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-34.1K- 5.14% |
$3.17M - $4.29M
|
630K
$82.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.02K+ 12.5% |
$94.7K - $128K
|
9.18K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
580+ 2.6% |
$53.9K - $72.9K
|
22.9K
$3.01M
|