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 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24+ 0.62% |
$2.23K - $3.02K
|
3.89K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 48.82% |
$137K - $185K
|
4.48K
$588K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
37.9K+ 533.73% |
$3.52M - $4.77M
|
45K
$5.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480+ 192.77% |
$44.6K - $60.4K
|
729
$95.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$212K - $288K
|
2.29K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
199+ 4.43% |
$18.5K - $25K
|
4.69K
$615K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-45.9K- 63.13% |
$4.26M - $5.77M
|
26.8K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-69- 1.35% |
$6.41K - $8.68K
|
5.04K
$661K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
8+ 0.27% |
$743 - $1.01K
|
2.98K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 6.82% |
$152K - $206K
|
25.7K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-20- 0.58% |
$1.86K - $2.51K
|
3.43K
$450K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.55K+ 22.9% |
$144K - $195K
|
8.34K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-495- 1.75% |
$46K - $62.2K
|
27.7K
$3.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 59.57% |
$572K - $774K
|
16.5K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.29% |
$464 - $629
|
1.74K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
95+ 1.31% |
$8.82K - $11.9K
|
7.36K
$966K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.72K+ 5.16% |
$160K - $216K
|
35.1K
$4.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 22.24% |
$516K - $698K
|
19.4K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.79KNew |
$167K - $225K
|
1.79K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7+ 0.38% |
$650 - $880
|
1.83K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
697+ 18.04% |
$64.7K - $87.6K
|
4.56K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28+ 0.47% |
$2.6K - $3.52K
|
6.05K
$794K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-881- 27.57% |
$81.8K - $111K
|
2.32K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
115+ 5.5% |
$10.7K - $14.5K
|
2.21K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
177+ 10.53% |
$16.4K - $22.3K
|
1.86K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-120- 5.2% |
$11.1K - $15.1K
|
2.19K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-90- 1.56% |
$8.36K - $11.3K
|
5.68K
$745K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
50+ 1.17% |
$4.64K - $6.29K
|
4.31K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 1.09% |
$557 - $754
|
555
$72.8K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.14K+ 2.36% |
$292K - $395K
|
136K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.26K+ 4.8% |
$210K - $284K
|
49.4K
$6.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $221K
|
1.76K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
898+ 9.97% |
$83.4K - $113K
|
9.9K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.01K+ 2.18% |
$187K - $253K
|
94.2K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106+ 6.05% |
$9.84K - $13.3K
|
1.86K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
68+ 4.87% |
$6.32K - $8.55K
|
1.46K
$192K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-40- 2.16% |
$3.71K - $5.03K
|
1.82K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.54KNew |
$236K - $319K
|
2.54K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
58+ 0.04% |
$5.39K - $7.29K
|
134K
$17.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-74- 2.56% |
$6.87K - $9.3K
|
2.81K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.08% |
$186 - $251
|
2.65K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
16.6K+ 6.16% |
$1.54M - $2.08M
|
286K
$37.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.56K- 28.38% |
$517K - $699K
|
14K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
222+ 1.62% |
$20.6K - $27.9K
|
13.9K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
88+ 1.64% |
$8.17K - $11.1K
|
5.47K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
224+ 1.2% |
$20.8K - $28.2K
|
18.9K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 28.43% |
$132K - $178K
|
3.57K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$92.9 - $126
|
87
$11.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 1.23% |
$4.64K - $6.29K
|
4.1K
$538K
|