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 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-252- 37.11% |
$23.4K - $31.7K
|
427
$56K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
426+ 2.97% |
$39.6K - $53.6K
|
14.8K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.8K+ 100.61% |
$353K - $477K
|
7.57K
$993K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-46- 1.64% |
$4.27K - $5.78K
|
2.75K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
832+ 69.92% |
$77.3K - $105K
|
2.02K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-88- 1.7% |
$8.17K - $11.1K
|
5.09K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 11.2% |
$1.3K - $1.76K
|
111
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$656K - $889K
|
7.07K
$927K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.43K+ 12.04% |
$132K - $179K
|
13.3K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
384+ 13.59% |
$35.7K - $48.3K
|
3.21K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.81K- 12.25% |
$168K - $227K
|
12.9K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
250+ 3.68% |
$23.2K - $31.4K
|
7.05K
$924K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
108+ 1.46% |
$10K - $13.6K
|
7.52K
$987K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
24+ 0.66% |
$2.23K - $3.02K
|
3.67K
$481K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
710+ 1.74% |
$65.9K - $89.3K
|
41.6K
$5.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.19KNew |
$204K - $276K
|
2.19K
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
CALL |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
630+ 10.61% |
$58.5K - $79.2K
|
6.57K
$862K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 2.57% |
$7.34K - $9.93K
|
3.15K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
267+ 14.74% |
$24.8K - $33.6K
|
2.08K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5+ 0.15% |
$464 - $629
|
3.41K
$447K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-384- 13.2% |
$35.7K - $48.3K
|
2.53K
$331K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-175- 1.4% |
$16.3K - $22K
|
12.3K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.77K- 26.85% |
$443K - $599K
|
13K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.16K- 10.26% |
$758K - $1.03M
|
71.4K
$9.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1K- 27.78% |
$93.2K - $126K
|
2.61K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
86+ 0.51% |
$7.99K - $10.8K
|
16.9K
$2.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
176+ 6.05% |
$16.3K - $22.1K
|
3.08K
$404K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.74KNew |
$162K - $219K
|
1.74K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
193+ 5.66% |
$17.9K - $24.3K
|
3.6K
$472K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
299+ 12.14% |
$27.8K - $37.6K
|
2.76K
$362K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-766- 7.61% |
$71.1K - $96.3K
|
9.31K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-124- 0.9% |
$11.5K - $15.6K
|
13.7K
$1.8M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.34% |
$17.5K - $23.6K
|
55.5K
$7.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.53K+ 131.2% |
$328K - $444K
|
6.22K
$816K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-504- 6.63% |
$46.8K - $63.4K
|
7.1K
$932K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.99K+ 88.13% |
$185K - $250K
|
4.25K
$557K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 7.33% |
$2.04K - $2.77K
|
322
$42.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.81% |
$2.23K - $3.02K
|
2.94K
$385K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
189+ 25.23% |
$17.6K - $23.8K
|
938
$123K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 9.27% |
$5.2K - $7.04K
|
660
$86.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$49.4K - $66.9K
|
532
$69.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
94+ 0.46% |
$8.73K - $11.8K
|
20.3K
$2.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.24K- 0.73% |
$115K - $156K
|
168K
$22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
353+ 0.36% |
$32.8K - $44.4K
|
97.9K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-833- 43.25% |
$77.4K - $105K
|
1.09K
$143K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$35.3K - $47.8K
|
907
$119K
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.01K+ 4.95% |
$94K - $127K
|
21.4K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
262+ 6.83% |
$24.3K - $32.9K
|
4.1K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-353- 8.69% |
$32.8K - $44.4K
|
3.71K
$487K
|