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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
25.2K+ 93.33% |
$2.87M - $3.32M
|
52.2K
$6.81M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
47.9K+ 23.36% |
$5.45M - $6.3M
|
253K
$33M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.31% |
$114 - $132
|
322
$42K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-150- 95.54% |
$17.1K - $19.7K
|
7
$914
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-34- 2.08% |
$3.87K - $4.47K
|
1.6K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-95- 4.43% |
$10.8K - $12.5K
|
2.05K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$911 - $1.05K
|
1.77K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 8.97% |
$1.48K - $1.71K
|
158
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 14.84% |
$51.6K - $59.6K
|
3.51K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-10K- 33.11% |
$1.14M - $1.32M
|
20.2K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 24.66% |
$66.8K - $77.1K
|
2.96K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20+ 0.7% |
$2.28K - $2.63K
|
2.88K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$94.4K - $109K
|
829
$108K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-112K- 10.1% |
$12.7M - $14.7M
|
996K
$130M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 2.91% |
$10.6K - $12.2K
|
3.11K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
340+ 6.31% |
$38.7K - $44.7K
|
5.73K
$748K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 41.41% |
$22.8K - $26.3K
|
283
$36.9K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 4.9% |
$10.3K - $11.8K
|
1.93K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-34- 0.54% |
$3.87K - $4.47K
|
6.32K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
96+ 7.15% |
$10.9K - $12.6K
|
1.44K
$188K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.12K+ 9.09% |
$470K - $542K
|
49.5K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.99K+ 5.68% |
$226K - $261K
|
36.9K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.35% |
$1.03K - $1.18K
|
2.6K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 3.63% |
$10.3K - $11.8K
|
2.57K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-274- 0.53% |
$31.2K - $36K
|
51.4K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 25.58% |
$150K - $173K
|
6.45K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.32K- 0.58% |
$150K - $173K
|
224K
$29.3M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-710- 3.68% |
$80.9K - $93.4K
|
18.6K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
267+ 2.89% |
$30.4K - $35.1K
|
9.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-60.8K- 18.86% |
$6.93M - $8M
|
262K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$194K - $225K
|
1.71K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.45K
|
5.65K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.16% |
$1.25K - $1.45K
|
6.8K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.73K- 4.8% |
$425K - $490K
|
74K
$9.66M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
23.1KNew |
$2.63M - $3.04M
|
23.1K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$3.65K - $4.21K
|
3.4K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
139+ 3.86% |
$15.8K - $18.3K
|
3.74K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-201- 2.38% |
$22.9K - $26.4K
|
8.25K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 5.12% |
$17.8K - $20.5K
|
3.2K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.64KNew |
$414K - $479K
|
3.64K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
76.7KNew |
$8.74M - $10.1M
|
76.7K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-300- 61.1% |
$34.2K - $39.5K
|
191
$24.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.08K+ 12.44% |
$578K - $668K
|
45.9K
$5.99M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85KNew |
$211K - $243K
|
1.85K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.27K- 14.36% |
$372K - $430K
|
19.5K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
132+ 1.76% |
$15K - $17.4K
|
7.62K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.89KNew |
$215K - $249K
|
1.89K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.64K- 5.44% |
$642K - $742K
|
98.1K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$222K
|