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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$186 - $251
|
4.88K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-235- 10.56% |
$21.8K - $29.5K
|
1.99K
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-424- 16.5% |
$39.4K - $53.3K
|
2.15K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
637+ 299.06% |
$59.2K - $80.1K
|
850
$112K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.2K+ 1.87% |
$1.6M - $2.17M
|
942K
$124M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 24.8% |
$138K - $187K
|
4.5K
$590K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
146+ 3.03% |
$13.6K - $18.4K
|
4.96K
$650K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-233- 1.6% |
$21.6K - $29.3K
|
14.3K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.34K- 0.95% |
$125K - $169K
|
139K
$18.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-430- 3.54% |
$39.9K - $54.1K
|
11.7K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-153- 9.56% |
$14.2K - $19.2K
|
1.45K
$190K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
26+ 1.11% |
$2.41K - $3.27K
|
2.36K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5.57K- 48.8% |
$517K - $700K
|
5.84K
$766K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
440+ 1.23% |
$40.9K - $55.3K
|
36.1K
$4.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
77+ 23.77% |
$7.15K - $9.68K
|
401
$52.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-16.2K- 83.22% |
$1.5M - $2.04M
|
3.26K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
4.2KNew |
$390K - $528K
|
4.2K
$551K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 10.05% |
$7.99K - $10.8K
|
942
$124K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 4.77% |
$232K - $314K
|
50K
$6.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-600- 1.17% |
$55.7K - $75.4K
|
50.8K
$6.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 23.87% |
$18.6K - $25.1K
|
1.04K
$136K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$929 - $1.26K
|
9.01K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $5.03K
|
1.71K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 1.67% |
$148K - $201K
|
94K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.8K+ 48.05% |
$2.21M - $2.99M
|
73.3K
$9.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 0.7% |
$119K - $161K
|
185K
$24.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-179- 8.99% |
$16.6K - $22.5K
|
1.81K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 5.93% |
$9.7M - $13.1M
|
1.66M
$217M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-34- 0.89% |
$3.16K - $4.27K
|
3.8K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24K- 68.14% |
$2.23M - $3.01M
|
11.2K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 11.97% |
$96K - $130K
|
9.67K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.24K- 2.08% |
$394K - $533K
|
199K
$26.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-255- 46.96% |
$23.7K - $32.1K
|
288
$37.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-585- 2.67% |
$54.3K - $73.6K
|
21.3K
$2.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.66K- 47.6% |
$247K - $335K
|
2.93K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 3.7% |
$371 - $503
|
112
$14.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$6.69K - $9.05K
|
72
$9.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.3K- 13.63% |
$306K - $415K
|
20.9K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.22K+ 39.14% |
$113K - $153K
|
4.32K
$567K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-195- 3.4% |
$18.1K - $24.5K
|
5.53K
$726K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.43K+ 40.02% |
$690K - $935K
|
26K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
874+ 16.43% |
$81.2K - $110K
|
6.19K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.9KNew |
$176K - $239K
|
1.9K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.23% |
$836 - $1.13K
|
3.95K
$518K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-896- 4.45% |
$83.2K - $113K
|
19.2K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-327- 4.11% |
$30.4K - $41.1K
|
7.64K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
15K+ 20.0% |
$1.39M - $1.89M
|
90K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
917+ 0.95% |
$85.2K - $115K
|
97K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8- 8.08% |
$743 - $1.01K
|
91
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
614+ 3.15% |
$57K - $77.2K
|
20.1K
$2.64M
|