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 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-536- 2.42% |
$49.8K - $67.4K
|
21.6K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5New |
$464 - $629
|
5
$656
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-42- 1.15% |
$3.9K - $5.28K
|
3.6K
$473K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.18% |
$371 - $503
|
2.21K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.6K+ 13.65% |
$149K - $202K
|
13.3K
$1.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
725+ 9.52% |
$67.3K - $91.2K
|
8.34K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-226K- 60.35% |
$20.9M - $28.4M
|
148K
$19.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
491+ 5.17% |
$45.6K - $61.7K
|
9.99K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.2KNew |
$1.23M - $1.66M
|
13.2K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.16K- 1.24% |
$386K - $523K
|
331K
$43.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-198- 1.13% |
$18.4K - $24.9K
|
17.3K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.29% |
$104K - $141K
|
27.2K
$3.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.92% |
$61.4K - $83.1K
|
17.5K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 0.32% |
$1.11K - $1.51K
|
3.73K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-21- 2.54% |
$1.95K - $2.64K
|
806
$106K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.4K+ 5.68% |
$223K - $301K
|
44.6K
$5.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19+ 1.04% |
$1.76K - $2.39K
|
1.85K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-33- 33.67% |
$3.06K - $4.15K
|
65
$8.53K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-237- 2.75% |
$22K - $29.8K
|
8.38K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-315- 4.56% |
$29.3K - $39.6K
|
6.59K
$864K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.3% |
$836 - $1.13K
|
2.95K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-537- 2.93% |
$49.9K - $67.5K
|
17.8K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-4.59K- 15.27% |
$426K - $577K
|
25.5K
$3.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.76% |
$557 - $754
|
793
$104K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 6.65% |
$183K - $248K
|
31.7K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
981+ 40.71% |
$91.1K - $123K
|
3.39K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
533New |
$49.5K - $67K
|
533
$69.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-283- 6.59% |
$26.3K - $35.6K
|
4.01K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 4.59% |
$13.8K - $18.7K
|
3.4K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.95K+ 80.98% |
$274K - $370K
|
6.58K
$864K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
116+ 0.67% |
$10.8K - $14.6K
|
17.3K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.74K- 0.79% |
$162K - $219K
|
218K
$28.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-227- 1.73% |
$21.1K - $28.5K
|
12.9K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.17K+ 9.85% |
$109K - $148K
|
13.1K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-14.4K- 19.51% |
$1.33M - $1.8M
|
59.2K
$7.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
232+ 0.59% |
$21.5K - $29.2K
|
39.6K
$5.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-285- 1.89% |
$26.5K - $35.8K
|
14.8K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-158- 49.22% |
$14.7K - $19.9K
|
163
$21.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1K- 96.71% |
$92.9K - $126K
|
34
$4.46K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.34% |
$4.64K - $6.29K
|
14.6K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-356- 9.39% |
$33.1K - $44.8K
|
3.44K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-87- 28.9% |
$8.08K - $10.9K
|
214
$28.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-66- 0.34% |
$6.13K - $8.3K
|
19.2K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-23- 0.56% |
$2.14K - $2.89K
|
4.08K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99+ 5.6% |
$9.19K - $12.4K
|
1.87K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.3K- 2.71% |
$121K - $164K
|
46.7K
$6.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7+ 0.31% |
$650 - $880
|
2.26K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-14- 0.77% |
$1.3K - $1.76K
|
1.8K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.15K- 11.89% |
$572K - $774K
|
45.6K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-199- 5.51% |
$18.5K - $25K
|
3.41K
$447K
|