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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.74K+ 29.89% |
$768K - $886K
|
29.3K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.48K- 0.97% |
$168K - $194K
|
151K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
23+ 3.17% |
$2.62K - $3.03K
|
749
$97.8K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-5.7K- 26.66% |
$649K - $750K
|
15.7K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
837+ 0.95% |
$95.4K - $110K
|
88.9K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
301+ 1.99% |
$34.3K - $39.6K
|
15.4K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
516+ 10.98% |
$58.8K - $67.9K
|
5.22K
$681K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 17.33% |
$14.5M - $16.7M
|
862K
$112M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25+ 4.66% |
$2.85K - $3.29K
|
562
$73.3K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 20.24% |
$1.18M - $1.36M
|
40.7K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-404- 9.69% |
$46K - $53.1K
|
3.77K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
236+ 9.98% |
$26.9K - $31K
|
2.6K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3K+ 11.94% |
$342K - $395K
|
28.2K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-264- 2.25% |
$30.1K - $34.7K
|
11.5K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.48% |
$1.14K - $1.32K
|
2.11K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
140+ 6.38% |
$16K - $18.4K
|
2.33K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.45K+ 3.4% |
$165K - $190K
|
43.9K
$5.73M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-46- 2.46% |
$5.24K - $6.05K
|
1.83K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
609+ 11.06% |
$69.4K - $80.1K
|
6.12K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 41.87% |
$222K - $257K
|
2.71K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.84K- 2.32% |
$209K - $241K
|
77.1K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
218+ 10.69% |
$24.8K - $28.7K
|
2.26K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-23- 0.6% |
$2.62K - $3.03K
|
3.79K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.28K- 6.4% |
$145K - $168K
|
18.6K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$7.06K - $8.16K
|
62
$8.09K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
153New |
$17.4K - $20.1K
|
153
$20K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
42.8K+ 26.54% |
$4.88M - $5.64M
|
204K
$26.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 15.27% |
$173K - $200K
|
11.4K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67New |
$7.63K - $8.81K
|
67
$8.74K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-33.1K- 86.43% |
$3.77M - $4.36M
|
5.2K
$679K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
27+ 24.77% |
$3.08K - $3.55K
|
136
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-543- 2.26% |
$61.9K - $71.4K
|
23.5K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-74.6K- 25.91% |
$8.49M - $9.81M
|
213K
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.19% |
$1.48K - $1.71K
|
6.67K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$114 - $132
|
1.87K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-55- 2.97% |
$6.27K - $7.24K
|
1.8K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.09K+ 39.29% |
$124K - $144K
|
3.87K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-825- 28.11% |
$94K - $109K
|
2.11K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-340- 9.34% |
$38.7K - $44.7K
|
3.3K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.5K+ 220.24% |
$1.77M - $2.04M
|
22.5K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-331- 14.94% |
$37.7K - $43.5K
|
1.89K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.88% |
$8.54K - $9.87K
|
4.06K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 1.6% |
$15.3K - $17.6K
|
8.5K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 29.8% |
$603K - $696K
|
12.5K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
99New |
$11.3K - $13K
|
99
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 34.52% |
$192K - $222K
|
3.2K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-645- 3.58% |
$73.5K - $84.8K
|
17.4K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 6.71% |
$126K - $146K
|
15.4K
$2.01M
|