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 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
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-108- 5.58% |
$12.3K - $14.2K
|
1.83K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-88- 1.7% |
$10K - $11.6K
|
5.1K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 6.76% |
$570 - $658
|
79
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.89K- 43.34% |
$329K - $380K
|
3.77K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-235- 42.27% |
$26.8K - $30.9K
|
321
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.7KNew |
$194K - $224K
|
1.7K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
149+ 6.51% |
$17K - $19.6K
|
2.44K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
552+ 18.16% |
$62.9K - $72.6K
|
3.59K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-27- 0.91% |
$3.08K - $3.55K
|
2.96K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-353- 16.85% |
$40.2K - $46.4K
|
1.74K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.98% |
$114 - $132
|
101
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.3K- 3.22% |
$1.63M - $1.88M
|
430K
$56.1M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 2.93% |
$165K - $191K
|
48K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 41.03% |
$168K - $194K
|
2.11K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.27K+ 1.06% |
$145K - $168K
|
121K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3- 0.02% |
$342 - $395
|
15K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 310.0% |
$7.06K - $8.16K
|
82
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.05% |
$114 - $132
|
96
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.95K+ 22.53% |
$792K - $914K
|
37.8K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.72K- 74.17% |
$538K - $621K
|
1.65K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.73K - $3.16K
|
24
$3.13K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-266- 11.46% |
$30.3K - $35K
|
2.06K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 4.63% |
$10.7K - $12.4K
|
2.13K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.56% |
$1.14K - $1.32K
|
1.78K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-53- 0.64% |
$6.04K - $6.97K
|
8.26K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
228+ 4.44% |
$26K - $30K
|
5.37K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-309- 1.39% |
$35.2K - $40.6K
|
21.9K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.89% |
$3.42K - $3.95K
|
3.34K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 14.55% |
$3.65K - $4.21K
|
252
$32.9K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.58K- 5.11% |
$294K - $339K
|
47.9K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
256+ 2.76% |
$29.2K - $33.7K
|
9.53K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 5.48% |
$59.8K - $69.1K
|
10.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-375- 2.96% |
$42.7K - $49.3K
|
12.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
608+ 4.38% |
$69.3K - $80K
|
14.5K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.1KNew |
$353K - $408K
|
3.1K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.47% |
$228 - $263
|
426
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.71% |
$1.61M - $1.86M
|
507K
$66.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$2.96K - $3.42K
|
2.96K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 6.18% |
$138K - $159K
|
18.3K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.24K+ 2.13% |
$483K - $558K
|
204K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.76K+ 24.09% |
$656K - $758K
|
29.7K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.45K
|
4.27K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
836+ 5.89% |
$95.2K - $110K
|
15K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-875- 1.66% |
$99.7K - $115K
|
51.8K
$6.76M
|