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 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 6.24% |
$3.06K - $4.15K
|
496
$65.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-216- 3.87% |
$20.1K - $27.2K
|
5.36K
$704K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.27KNew |
$304K - $412K
|
3.27K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
32+ 106.67% |
$2.97K - $4.02K
|
62
$8.13K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-27- 6.75% |
$2.51K - $3.39K
|
373
$48.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.4% |
$186 - $251
|
498
$65.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 4.5% |
$60.6K - $82K
|
15.1K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-465- 6.36% |
$43.2K - $58.5K
|
6.84K
$898K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-115- 2.6% |
$10.7K - $14.5K
|
4.31K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8+ 0.08% |
$743 - $1.01K
|
10.6K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51+ 0.85% |
$4.74K - $6.41K
|
6.09K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
51New |
$4.74K - $6.41K
|
51
$6.69K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
370K+ 71.05% |
$34.3M - $46.5M
|
890K
$117M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.39K+ 101.99% |
$129K - $174K
|
2.75K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.27% |
$92.9 - $126
|
80
$10.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.15% |
$65K - $88K
|
21.5K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
891+ 21.96% |
$82.7K - $112K
|
4.95K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
476+ 3.11% |
$44.2K - $59.8K
|
15.8K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-220- 0.83% |
$20.4K - $27.7K
|
26.3K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.49K- 35.82% |
$138K - $187K
|
2.67K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 2.38% |
$3.25K - $4.4K
|
1.44K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-4.03K- 69.07% |
$374K - $507K
|
1.81K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.58K+ 4.82% |
$147K - $199K
|
34.4K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-689- 47.91% |
$64K - $86.6K
|
749
$98.3K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.18K- 15.38% |
$203K - $275K
|
12K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
516+ 2.67% |
$47.9K - $64.9K
|
19.8K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.89KNew |
$175K - $237K
|
1.89K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.34K - $4.53K
|
4.74K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.9KNew |
$176K - $238K
|
1.9K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-54- 0.84% |
$5.01K - $6.79K
|
6.36K
$834K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-3.37K- 11.45% |
$313K - $424K
|
26.1K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 0.44% |
$102K - $138K
|
247K
$32.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
707+ 7.42% |
$65.7K - $88.9K
|
10.2K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 47.62% |
$929 - $1.26K
|
11
$1.44K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-38- 1.1% |
$3.53K - $4.78K
|
3.42K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-140- 0.41% |
$13K - $17.6K
|
33.6K
$4.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-150- 2.33% |
$13.9K - $18.9K
|
6.29K
$825K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 116.67% |
$650 - $880
|
13
$1.71K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.06K- 4.48% |
$98.4K - $133K
|
22.6K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
56+ 2.55% |
$5.2K - $7.04K
|
2.25K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.39K- 4.2% |
$129K - $175K
|
31.7K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
160+ 1.65% |
$14.9K - $20.1K
|
9.89K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-15- 0.06% |
$1.39K - $1.89K
|
24.1K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 100.0% |
$929 - $1.26K
|
20
$2.62K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-530- 16.98% |
$49.2K - $66.6K
|
2.59K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-67- 0.46% |
$6.22K - $8.42K
|
14.6K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-683- 15.91% |
$63.4K - $85.9K
|
3.61K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
61+ 5.15% |
$5.67K - $7.67K
|
1.25K
$163K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-26- 1.0% |
$2.41K - $3.27K
|
2.58K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23+ 0.35% |
$2.14K - $2.89K
|
6.61K
$867K
|