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 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
628+ 8.87% |
$58.3K - $79K
|
7.71K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
966+ 41.96% |
$89.7K - $121K
|
3.27K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.22K+ 6.67% |
$113K - $153K
|
19.4K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 7.29% |
$50.5K - $68.4K
|
8K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-790- 15.56% |
$73.4K - $99.3K
|
4.29K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-832- 7.38% |
$77.3K - $105K
|
10.4K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-535- 3.57% |
$49.7K - $67.3K
|
14.4K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.55K- 52.8% |
$330K - $446K
|
3.17K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 13.1% |
$3.06K - $4.15K
|
219
$28.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-537K- 99.18% |
$49.9M - $67.6M
|
4.43K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.55% |
$929 - $1.26K
|
1.84K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-205- 5.52% |
$19K - $25.8K
|
3.51K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 1.39% |
$5.01K - $6.79K
|
3.93K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
493+ 13.37% |
$45.8K - $62K
|
4.18K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
126+ 2.54% |
$11.7K - $15.8K
|
5.08K
$667K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-902- 9.85% |
$83.8K - $113K
|
8.26K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 0.41% |
$2.6K - $3.52K
|
6.88K
$902K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.41K+ 256.75% |
$595K - $806K
|
8.91K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86K+ 5.3% |
$172K - $233K
|
36.9K
$4.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
557New |
$51.7K - $70K
|
557
$73.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.39% |
$2.51K - $3.39K
|
7.03K
$922K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
52+ 3.08% |
$4.83K - $6.54K
|
1.74K
$228K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.79K- 15.14% |
$352K - $476K
|
21.2K
$2.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-133- 1.9% |
$12.4K - $16.7K
|
6.86K
$900K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
146+ 0.1% |
$13.6K - $18.4K
|
151K
$19.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.6K+ 38.75% |
$149K - $201K
|
5.73K
$752K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.47K+ 318.51% |
$508K - $688K
|
7.19K
$943K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
62+ 0.75% |
$5.76K - $7.8K
|
8.32K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-282- 9.21% |
$26.2K - $35.5K
|
2.78K
$365K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-175- 4.5% |
$16.3K - $22K
|
3.71K
$487K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
77+ 9.22% |
$7.15K - $9.68K
|
912
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-428- 7.82% |
$39.7K - $53.8K
|
5.05K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$1.39K - $1.89K
|
15
$1.97K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
436KNew |
$40.5M - $54.8M
|
436K
$57.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 4.82% |
$73.7K - $99.8K
|
17.3K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.91K- 15.89% |
$642K - $869K
|
36.6K
$4.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-68- 1.92% |
$6.32K - $8.55K
|
3.48K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.17K- 1.97% |
$573K - $775K
|
306K
$40.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-550- 10.98% |
$51.1K - $69.2K
|
4.46K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-75- 3.16% |
$6.97K - $9.43K
|
2.3K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
852+ 8.77% |
$79.1K - $107K
|
10.6K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-94- 0.5% |
$8.73K - $11.8K
|
18.6K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-272K- 30.24% |
$25.2M - $34.2M
|
627K
$82.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-13.2K- 25.29% |
$1.23M - $1.66M
|
39K
$5.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-41- 2.24% |
$3.81K - $5.15K
|
1.79K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-622- 7.19% |
$57.8K - $78.2K
|
8.03K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 1.32% |
$2.32K - $3.14K
|
1.87K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
649+ 2.67% |
$60.3K - $81.6K
|
24.9K
$3.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
658+ 2.19% |
$61.1K - $82.7K
|
30.7K
$4.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
285+ 36.08% |
$26.5K - $35.8K
|
1.08K
$141K
|