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 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.46K+ 19.02% |
$786K - $1.06M
|
52.9K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
21.4K+ 7.44% |
$1.99M - $2.69M
|
309K
$40.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
7.78K+ 5.45% |
$723K - $979K
|
151K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$279 - $377
|
4.34K
$569K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.68% |
$9.29K - $12.6K
|
2.24K
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 11.65% |
$409K - $554K
|
42.2K
$5.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
612+ 29.77% |
$56.8K - $76.9K
|
2.67K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 3.35% |
$18.5K - $25K
|
5.75K
$754K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 5.61% |
$10.3K - $14K
|
2.09K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
532+ 0.45% |
$49.4K - $66.9K
|
119K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
483+ 18.5% |
$44.9K - $60.7K
|
3.09K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-436- 9.9% |
$40.5K - $54.8K
|
3.97K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 0.84% |
$1.86K - $2.51K
|
2.4K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
650+ 32.61% |
$60.4K - $81.7K
|
2.64K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-195- 5.56% |
$18.1K - $24.5K
|
3.31K
$434K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.28K- 1.02% |
$211K - $286K
|
222K
$29.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.11K- 31.01% |
$289K - $391K
|
6.93K
$908K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.59K- 7.24% |
$427K - $578K
|
58.8K
$7.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 2.95% |
$650 - $880
|
230
$30.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.54K+ 7.32% |
$143K - $194K
|
22.6K
$2.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10- 0.02% |
$929 - $1.26K
|
61.4K
$8.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3- 1.57% |
$279 - $377
|
188
$24.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.95% |
$65K - $88K
|
35.1K
$4.61M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
511+ 8.19% |
$47.5K - $64.2K
|
6.75K
$886K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-152- 1.84% |
$14.1K - $19.1K
|
8.09K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 42.99% |
$1.11M - $1.5M
|
15.9K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.63K- 8.41% |
$337K - $456K
|
39.5K
$5.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-160- 4.69% |
$14.9K - $20.1K
|
3.25K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
68+ 2.37% |
$6.32K - $8.55K
|
2.94K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.1K+ 51.59% |
$933K - $1.26M
|
29.5K
$3.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.9K+ 10.34% |
$1.76M - $2.38M
|
202K
$26.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.23K+ 73.15% |
$207K - $280K
|
5.27K
$692K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-328- 14.26% |
$30.5K - $41.2K
|
1.97K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
68+ 5.38% |
$6.32K - $8.55K
|
1.33K
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
450+ 2.2% |
$41.8K - $56.6K
|
20.9K
$2.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 59.49% |
$1.06M - $1.43M
|
7.75K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
750New |
$69.7K - $94.3K
|
750
$98.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
13K+ 135.95% |
$1.21M - $1.63M
|
22.6K
$2.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.18% |
$3.71K - $5.03K
|
3.42K
$448K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-554- 9.57% |
$51.4K - $69.7K
|
5.24K
$687K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.52K+ 3.74% |
$141K - $191K
|
42.2K
$5.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.16% |
$464 - $629
|
3.13K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 1.82% |
$6.04K - $8.17K
|
3.64K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-124- 6.57% |
$11.5K - $15.6K
|
1.76K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
6.72K+ 4.46% |
$624K - $845K
|
157K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.28% |
$464 - $629
|
1.79K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
503+ 14.7% |
$46.7K - $63.2K
|
3.92K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.94K+ 7.45% |
$366K - $496K
|
56.8K
$7.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-110- 2.94% |
$10.2K - $13.8K
|
3.64K
$477K
|