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 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-69- 5.66% |
$6.41K - $8.68K
|
1.15K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
18.6K+ 89.98% |
$1.72M - $2.33M
|
39.2K
$5.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.86K- 48.97% |
$172K - $233K
|
1.94K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-87- 3.53% |
$8.08K - $10.9K
|
2.38K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
16.2K+ 1.62% |
$1.5M - $2.03M
|
1.01M
$133M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.46K+ 19.78% |
$136K - $184K
|
8.86K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.57K+ 1.0% |
$239K - $323K
|
259K
$34M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
321+ 1.58% |
$29.8K - $40.4K
|
20.6K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$102K - $138K
|
149K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
83+ 4.81% |
$7.71K - $10.4K
|
1.81K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.56K- 52.78% |
$795K - $1.08M
|
7.66K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 52.01% |
$252K - $341K
|
7.93K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.48K+ 5.8% |
$509K - $689K
|
99.9K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 1.43% |
$125K - $169K
|
95.4K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.21K+ 2.32% |
$298K - $404K
|
142K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.36K- 6.14% |
$869K - $1.18M
|
143K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
67+ 0.83% |
$6.22K - $8.42K
|
8.14K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 1.56% |
$344K - $466K
|
234K
$30.7M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.62% |
$186 - $251
|
324
$42.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
135+ 1.04% |
$12.5K - $17K
|
13.1K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 30.28% |
$11.1K - $15K
|
512
$67.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.3K- 27.99% |
$306K - $414K
|
8.48K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.23K+ 55.3% |
$300K - $406K
|
9.06K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.47K- 17.65% |
$415K - $562K
|
20.9K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 4.35% |
$37.1K - $50.3K
|
8.8K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.29K- 7.16% |
$305K - $413K
|
42.6K
$5.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.66KNew |
$897K - $1.21M
|
9.66K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 8.13% |
$1.21K - $1.63K
|
173
$22.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
141+ 4.23% |
$13.1K - $17.7K
|
3.48K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-166- 3.9% |
$15.4K - $20.9K
|
4.09K
$537K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.61% |
$92.9 - $126
|
163
$21.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
39.1K+ 5.29% |
$3.63M - $4.92M
|
778K
$102M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
18.9K+ 6.47% |
$1.76M - $2.38M
|
312K
$40.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-423- 4.71% |
$39.3K - $53.2K
|
8.55K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
937+ 20.55% |
$87K - $118K
|
5.5K
$721K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$92.9 - $126
|
1.88K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
560+ 22.53% |
$52K - $70.4K
|
3.05K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.9KNew |
$2.03M - $2.75M
|
21.9K
$2.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-965- 14.3% |
$89.6K - $121K
|
5.79K
$759K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
20.9KNew |
$1.94M - $2.63M
|
20.9K
$2.74M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
93+ 1.51% |
$8.64K - $11.7K
|
6.26K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.09K+ 7.12% |
$659K - $892K
|
107K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-951- 17.76% |
$88.3K - $120K
|
4.4K
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.96K- 7.38% |
$367K - $497K
|
49.6K
$6.51M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
235+ 3.19% |
$21.8K - $29.5K
|
7.61K
$998K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-856- 20.14% |
$79.5K - $108K
|
3.4K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
170+ 0.17% |
$15.8K - $21.4K
|
98.2K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8K+ 97.25% |
$168K - $227K
|
3.66K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 40.41% |
$241K - $326K
|
9K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.06% |
$186 - $251
|
3.19K
$419K
|