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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54- 0.93% |
$6.15K - $7.1K
|
5.77K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 0.83% |
$10.7K - $12.4K
|
11.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.5KNew |
$284K - $328K
|
2.5K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-226- 9.22% |
$25.7K - $29.7K
|
2.23K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-67.1K- 26.81% |
$7.65M - $8.83M
|
183K
$23.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.48% |
$3.76K - $4.34K
|
6.9K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 22.17% |
$5.35K - $6.18K
|
259
$33.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 99.41% |
$516K - $596K
|
27
$3.52K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.01% |
$68.4K - $78.9K
|
19.3K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.71% |
$11.4K - $13.2K
|
5.74K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.3K+ 20.8% |
$1.63M - $1.89M
|
83.3K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.77K- 3.26% |
$201K - $232K
|
52.5K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
990+ 24.65% |
$113K - $130K
|
5.01K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-350- 15.3% |
$39.9K - $46K
|
1.94K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.29% |
$5.7K - $6.58K
|
2.24K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.74K+ 10.47% |
$426K - $491K
|
39.4K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 1.03% |
$2.85K - $3.29K
|
2.46K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-67- 19.14% |
$7.63K - $8.81K
|
283
$36.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-61- 70.93% |
$6.95K - $8.02K
|
25
$3.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 19.8% |
$344K - $398K
|
12.2K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-505- 7.27% |
$57.5K - $66.4K
|
6.44K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.3K+ 2.55% |
$149K - $172K
|
52.4K
$6.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 3.42% |
$770K - $889K
|
191K
$24.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.8K+ 103.17% |
$8.06M - $9.31M
|
139K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 4.52% |
$166K - $191K
|
33.6K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$11.4K - $13.2K
|
112K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-19- 0.46% |
$2.16K - $2.5K
|
4.1K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 10.63% |
$28.5K - $32.9K
|
2.6K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-292- 3.45% |
$33.3K - $38.4K
|
8.18K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.63K- 26.57% |
$300K - $346K
|
7.27K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-604- 20.3% |
$68.8K - $79.5K
|
2.37K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-158- 3.78% |
$18K - $20.8K
|
4.03K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.4KNew |
$3.8M - $4.39M
|
33.4K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$68.4K - $78.9K
|
600
$78.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
563+ 0.96% |
$64.1K - $74.1K
|
59.2K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-603- 1.45% |
$68.7K - $79.3K
|
40.9K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.55K+ 45.33% |
$291K - $336K
|
8.19K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.5KNew |
$171K - $197K
|
1.5K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.8KNew |
$547K - $631K
|
4.8K
$626K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
88+ 2.87% |
$10K - $11.6K
|
3.16K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45+ 195.65% |
$5.13K - $5.92K
|
68
$8.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 50.0% |
$8.54M - $9.87M
|
75K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 45.34% |
$1.07M - $1.23M
|
30.1K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.49K- 1.96% |
$170K - $196K
|
74.3K
$9.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500+ 2.99% |
$57K - $65.8K
|
17.2K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.1K- 23.08% |
$809K - $935K
|
23.7K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.05K- 5.1% |
$119K - $138K
|
19.5K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$18.7K - $21.6K
|
527
$68.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-634- 1.7% |
$72.2K - $83.4K
|
36.7K
$4.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
457+ 13.94% |
$52.1K - $60.1K
|
3.74K
$487K
|