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 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 2.31% |
$1.51M - $1.74M
|
587K
$76.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
480+ 2.41% |
$54.7K - $63.1K
|
20.4K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.7% |
$11.4K - $13.2K
|
2.6K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230New |
$26.2K - $30.3K
|
230
$30K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
385+ 5.0% |
$43.9K - $50.6K
|
8.08K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221New |
$25.2K - $29.1K
|
221
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.13K- 36.14% |
$129K - $148K
|
1.99K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.02K- 9.31% |
$914K - $1.06M
|
78.1K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$20.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
19.1K+ 1221.52% |
$2.17M - $2.51M
|
20.6K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-20- 8.47% |
$2.28K - $2.63K
|
216
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-25- 9.12% |
$2.85K - $3.29K
|
249
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-153- 2.75% |
$17.4K - $20.1K
|
5.4K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
772New |
$88K - $102K
|
772
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $395
|
2.27K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 1.91% |
$3.76M - $4.34M
|
1.76M
$230M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
200+ 17.78% |
$22.8K - $26.3K
|
1.33K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
SELL
|
- |
-9.44K- 61.79% |
$1.07M - $1.24M
|
5.84K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.05K- 96.67% |
$119K - $138K
|
36
$4.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 5.04% |
$126K - $146K
|
20.9K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2- 0.76% |
$228 - $263
|
260
$33.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-171- 1.15% |
$19.5K - $22.5K
|
14.7K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 1.25% |
$4.33K - $5K
|
3.09K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 5.9% |
$176K - $204K
|
24.7K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-93- 1.25% |
$10.6K - $12.2K
|
7.36K
$961K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 36.5% |
$11.4K - $13.2K
|
174
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 3.79% |
$27.7K - $32K
|
6.66K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
389+ 5.54% |
$44.3K - $51.2K
|
7.41K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.25K+ 6.55% |
$142K - $164K
|
20.3K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.1K- 19.8% |
$1.61M - $1.86M
|
57.3K
$7.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 1.02% |
$17.1K - $19.7K
|
14.5K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.42K- 3.05% |
$503K - $581K
|
140K
$18.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
246+ 1.03% |
$28K - $32.4K
|
24K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 2.01% |
$7.63K - $8.81K
|
3.41K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.12K- 55.68% |
$242K - $279K
|
1.69K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.02K+ 79.41% |
$116K - $134K
|
2.3K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.64% |
$1.14K - $1.32K
|
1.55K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-838- 3.46% |
$95.5K - $110K
|
23.4K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
38.1K+ 36.47% |
$4.35M - $5.02M
|
143K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$201K - $232K
|
1.77K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
228+ 8.24% |
$26K - $30K
|
3K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.12% |
$1.37K - $1.58K
|
10.2K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.38% |
$456 - $526
|
1.06K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
555+ 0.99% |
$63.2K - $73K
|
56.5K
$7.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-108- 1.68% |
$12.3K - $14.2K
|
6.31K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.1% |
$798 - $921
|
6.9K
$901K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
561+ 18.86% |
$63.9K - $73.8K
|
3.54K
$461K
|