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
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
215+ 154.68% |
$20K - $27K
|
354
$46.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 2.5% |
$94.4K - $128K
|
41.7K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
100+ 0.65% |
$9.29K - $12.6K
|
15.5K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
80.1K+ 51.98% |
$7.44M - $10.1M
|
234K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
943+ 14.4% |
$87.6K - $119K
|
7.49K
$983K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-35- 7.22% |
$3.25K - $4.4K
|
450
$59K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 4.25% |
$149K - $202K
|
36.2K
$4.74M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.98K- 21.94% |
$555K - $751K
|
21.3K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.98M+ 14.8% |
$555M - $752M
|
46.4M
$6.08B
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.86K+ 1907.33% |
$266K - $360K
|
3.01K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.66K+ 13.9% |
$618K - $837K
|
54.5K
$7.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
48+ 2.51% |
$4.46K - $6.04K
|
1.96K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-54- 1.23% |
$5.01K - $6.79K
|
4.33K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.85K+ 8.46% |
$264K - $358K
|
36.5K
$4.79M
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-487- 6.89% |
$45.2K - $61.2K
|
6.58K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.1K- 59.08% |
$1.13M - $1.52M
|
8.4K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.12% |
$3.06K - $4.15K
|
2.93K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.33KNew |
$680K - $921K
|
7.33K
$961K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 40.0% |
$929 - $1.26K
|
35
$4.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
936New |
$86.9K - $118K
|
936
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$33.6K - $45.5K
|
362
$47.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.11% |
$186 - $251
|
1.75K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-31.1K- 15.14% |
$2.89M - $3.91M
|
174K
$22.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
3.91K+ 12.44% |
$363K - $492K
|
35.3K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-9.05K- 40.85% |
$840K - $1.14M
|
13.1K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$464K - $629K
|
5K
$656K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 0.25% |
$188K - $255K
|
816K
$107M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.69% |
$9.29K - $12.6K
|
14.5K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.53M+ 17.43% |
$142M - $193M
|
10.3M
$1.35B
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 2.06% |
$7.15K - $9.68K
|
3.66K
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-204- 16.04% |
$18.9K - $25.6K
|
1.07K
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 2.46% |
$4.74K - $6.41K
|
2.13K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.75K- 6.66% |
$163K - $220K
|
24.5K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.9K+ 3.17% |
$176K - $239K
|
61.8K
$8.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
18.2KNew |
$1.69M - $2.28M
|
18.2K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.77K- 27.43% |
$164K - $222K
|
4.68K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
15.1KNew |
$1.4M - $1.9M
|
15.1K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
102+ 30.36% |
$9.47K - $12.8K
|
438
$57.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
419+ 4.71% |
$38.9K - $52.7K
|
9.31K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
219+ 2.85% |
$20.3K - $27.5K
|
7.9K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
195+ 8.05% |
$18.1K - $24.5K
|
2.62K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.21K - $1.63K
|
2.01K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-81- 4.18% |
$7.52K - $10.2K
|
1.86K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 10.63% |
$133K - $180K
|
14.9K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
147+ 3.4% |
$13.7K - $18.5K
|
4.47K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-7.78K- 34.51% |
$722K - $978K
|
14.8K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.75K- 1.46% |
$719K - $974K
|
524K
$68.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.77K+ 4.36% |
$257K - $348K
|
66.2K
$8.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
443+ 3.77% |
$41.1K - $55.7K
|
12.2K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.05K- 10.64% |
$97.2K - $132K
|
8.79K
$1.15M
|