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 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$180K - $244K
|
1.94K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.67K+ 261.97% |
$434K - $587K
|
6.45K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-451- 0.51% |
$41.9K - $56.7K
|
88.5K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
35+ 0.08% |
$3.25K - $4.4K
|
45.3K
$5.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
425New |
$39.5K - $53.4K
|
425
$55.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
324+ 2.46% |
$30.1K - $40.7K
|
13.5K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-329- 8.67% |
$30.6K - $41.4K
|
3.46K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-342- 1.19% |
$31.8K - $43K
|
28.3K
$3.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-409- 12.6% |
$38K - $51.4K
|
2.84K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-17K- 6.72% |
$1.58M - $2.14M
|
236K
$30.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-544- 3.35% |
$50.5K - $68.4K
|
15.7K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 18.3% |
$2.6K - $3.52K
|
181
$23.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-768- 6.71% |
$71.3K - $96.6K
|
10.7K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
43+ 40.57% |
$3.99K - $5.41K
|
149
$19.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
351+ 8.91% |
$32.6K - $44.1K
|
4.29K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-500- 10.0% |
$46.4K - $62.9K
|
4.5K
$590K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.58KNew |
$240K - $325K
|
2.58K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-240- 0.89% |
$22.3K - $30.2K
|
26.8K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-62- 3.48% |
$5.76K - $7.8K
|
1.72K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 5.85% |
$13.1K - $17.7K
|
2.55K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 16.19% |
$54K - $73K
|
3.01K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-325- 1.09% |
$30.2K - $40.9K
|
29.4K
$3.86M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.37K+ 102.27% |
$406K - $549K
|
8.64K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-35- 0.6% |
$3.25K - $4.4K
|
5.83K
$764K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-160- 5.4% |
$14.9K - $20.1K
|
2.8K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.04K- 5.98% |
$96.3K - $130K
|
16.3K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
5.99K+ 7.21% |
$556K - $753K
|
89.1K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-8- 0.1% |
$743 - $1.01K
|
8.02K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.79K- 2.51% |
$817K - $1.11M
|
341K
$44.8M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
95+ 0.22% |
$8.82K - $11.9K
|
42.5K
$5.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-77- 27.8% |
$7.15K - $9.68K
|
200
$26.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.08K+ 85.53% |
$751K - $1.02M
|
17.5K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.95% |
$2.79K - $3.77K
|
3.19K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.32K+ 35.29% |
$401K - $543K
|
16.6K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
22.4K+ 45.41% |
$2.08M - $2.81M
|
71.6K
$9.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.52K- 6.48% |
$141K - $191K
|
22K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.89K
|
1.8K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-599K- 50.71% |
$55.6M - $75.3M
|
582K
$76.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$464 - $629
|
5
$656
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.12K+ 263.15% |
$104K - $141K
|
1.55K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.6K+ 13.8% |
$520K - $704K
|
46.2K
$6.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-4.65K- 3.26% |
$432K - $585K
|
138K
$18.1M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-464- 2.97% |
$43.1K - $58.3K
|
15.2K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
52+ 33.12% |
$4.83K - $6.54K
|
209
$27.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.52K- 42.21% |
$141K - $191K
|
2.08K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.71K+ 10.36% |
$345K - $467K
|
39.6K
$5.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 8.0% |
$2.23M - $3.02M
|
277K
$36.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-384- 11.99% |
$35.7K - $48.3K
|
2.82K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-62- 1.44% |
$5.76K - $7.8K
|
4.25K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.32KNew |
$308K - $417K
|
3.32K
$435K
|