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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
689+ 12.41% |
$78.5K - $90.6K
|
6.24K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 13.64% |
$1.71K - $1.97K
|
125
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.39% |
$24.5K - $28.3K
|
55.3K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
131+ 0.38% |
$14.9K - $17.2K
|
35K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$114 - $132
|
108
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 1.76% |
$8.77K - $10.1K
|
4.31K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.31% |
$5.58K - $6.45K
|
3.79K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.05K+ 2.14% |
$461K - $532K
|
193K
$25.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-207- 2.76% |
$23.6K - $27.2K
|
7.3K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-198- 7.38% |
$22.6K - $26K
|
2.49K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.59K+ 55.58% |
$409K - $472K
|
10K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
726+ 35.43% |
$82.7K - $95.5K
|
2.78K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
1.04K+ 0.77% |
$118K - $136K
|
135K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
726+ 0.21% |
$82.7K - $95.5K
|
350K
$45.7M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-63- 2.14% |
$7.18K - $8.29K
|
2.89K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
386+ 10.53% |
$44K - $50.8K
|
4.05K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 0.45% |
$1.03K - $1.18K
|
2.01K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 6.26% |
$26.1K - $30.1K
|
3.89K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-194K- 96.23% |
$22.2M - $25.6M
|
7.62K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
4.2K+ 21.32% |
$479K - $553K
|
23.9K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$2.52M - $2.91M
|
22.1K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-260- 1.02% |
$29.6K - $34.2K
|
25.2K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-42- 1.48% |
$4.79K - $5.53K
|
2.8K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.12% |
$456 - $526
|
3.21K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
687+ 9.6% |
$78.3K - $90.4K
|
7.84K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-410- 3.51% |
$46.7K - $53.9K
|
11.3K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-226- 10.82% |
$25.7K - $29.7K
|
1.86K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
235+ 11.2% |
$26.8K - $30.9K
|
2.33K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.8K+ 486.73% |
$547K - $632K
|
5.79K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.38% |
$342 - $395
|
790
$103K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.84KNew |
$210K - $242K
|
1.84K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.3K- 1.32% |
$376K - $434K
|
248K
$32.3M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 28.91% |
$8.43K - $9.73K
|
182
$23.8K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-59- 2.69% |
$6.72K - $7.76K
|
2.14K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.75K- 3.17% |
$200K - $231K
|
53.6K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.17K+ 6.66% |
$134K - $154K
|
18.8K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
25+ 50.0% |
$2.85K - $3.29K
|
75
$9.79K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.04K+ 9.93% |
$233K - $268K
|
22.6K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-204K- 11.89% |
$23.3M - $26.9M
|
1.51M
$198M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
277+ 2.37% |
$31.6K - $36.4K
|
12K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-321- 1.27% |
$36.6K - $42.2K
|
25K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.53K- 45.45% |
$403K - $465K
|
4.24K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.6KNew |
$637K - $736K
|
5.6K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-198- 5.48% |
$22.6K - $26K
|
3.41K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-63- 1.4% |
$7.18K - $8.29K
|
4.43K
$578K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
839+ 8.89% |
$95.6K - $110K
|
10.3K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
59+ 1.39% |
$6.72K - $7.76K
|
4.29K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-696- 3.14% |
$79.3K - $91.6K
|
21.5K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
75+ 1.72% |
$8.54K - $9.87K
|
4.45K
$580K
|