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 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-47- 2.35% |
$4.36K - $5.91K
|
1.96K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
210+ 9.17% |
$19.5K - $26.4K
|
2.5K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
163+ 543.33% |
$15.1K - $20.5K
|
193
$25.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
330+ 42.75% |
$30.6K - $41.5K
|
1.1K
$145K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 42.86% |
$6.97K - $9.43K
|
100
$13.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-750- 1.84% |
$69.7K - $94.3K
|
39.9K
$5.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 312.06% |
$2.58M - $3.49M
|
36.7K
$4.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 69.7% |
$1.32M - $1.79M
|
34.7K
$4.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
607+ 18.08% |
$56.4K - $76.3K
|
3.96K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
104+ 2.34% |
$9.66K - $13.1K
|
4.55K
$597K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
139+ 0.19% |
$12.9K - $17.5K
|
74.1K
$9.72M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
29+ 290.0% |
$2.69K - $3.65K
|
39
$5.12K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 71.92% |
$181K - $245K
|
4.65K
$611K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 12.82% |
$929 - $1.26K
|
68
$8.92K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.72K- 33.31% |
$160K - $216K
|
3.45K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.6K- 12.18% |
$520K - $704K
|
40.3K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13K- 85.48% |
$1.21M - $1.64M
|
2.21K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-726- 4.74% |
$67.4K - $91.3K
|
14.6K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-193- 23.86% |
$17.9K - $24.3K
|
616
$80.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
107+ 4.56% |
$9.94K - $13.5K
|
2.45K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 2.66% |
$38.1K - $51.5K
|
15.8K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 25.05% |
$198K - $268K
|
10.6K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
575+ 0.75% |
$53.4K - $72.3K
|
77.7K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-40- 0.87% |
$3.71K - $5.03K
|
4.56K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-77- 76.24% |
$7.15K - $9.68K
|
24
$3.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.53% |
$371 - $503
|
757
$99.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-819- 2.91% |
$76.1K - $103K
|
27.3K
$3.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-965- 27.42% |
$89.6K - $121K
|
2.55K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
96.6K+ 4710.2% |
$8.97M - $12.1M
|
98.6K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-333- 5.24% |
$30.9K - $41.9K
|
6.02K
$790K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-318- 5.82% |
$29.5K - $40K
|
5.14K
$675K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-417- 9.0% |
$38.7K - $52.4K
|
4.22K
$553K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.36K- 7.26% |
$127K - $171K
|
17.4K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 1.07% |
$111K - $151K
|
111K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-150- 69.44% |
$13.9K - $18.9K
|
66
$8.66K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 3.89% |
$6.13K - $8.3K
|
1.63K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-40- 2.06% |
$3.71K - $5.03K
|
1.91K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.15K+ 2.19% |
$107K - $145K
|
53.6K
$7.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 12.99% |
$148K - $201K
|
10.7K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
308+ 2.52% |
$28.6K - $38.7K
|
12.5K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
20.2KNew |
$1.88M - $2.54M
|
20.2K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105+ 1.96% |
$9.75K - $13.2K
|
5.45K
$715K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
82+ 2.76% |
$7.62K - $10.3K
|
3.05K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-69- 81.18% |
$6.41K - $8.68K
|
16
$2.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.84% |
$7.34K - $9.93K
|
2.86K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
187+ 12.71% |
$17.4K - $23.5K
|
1.66K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
BUY
|
- |
67.9K+ 50.35% |
$6.31M - $8.54M
|
203K
$26.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.5K- 4.98% |
$3.11M - $4.21M
|
639K
$83.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-82- 1.17% |
$7.62K - $10.3K
|
6.93K
$909K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.66K- 15.32% |
$247K - $335K
|
14.7K
$1.93M
|