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 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-155- 5.73% |
$14.4K - $19.5K
|
2.55K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-76- 2.85% |
$7.06K - $9.56K
|
2.59K
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-583- 9.4% |
$54.1K - $73.3K
|
5.62K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
493+ 6.23% |
$45.8K - $62K
|
8.41K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
347New |
$32.2K - $43.6K
|
347
$45.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
730+ 16.39% |
$67.8K - $91.8K
|
5.18K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.64K- 3.33% |
$338K - $457K
|
106K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-384- 15.48% |
$35.7K - $48.3K
|
2.1K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.14K+ 0.36% |
$198K - $268K
|
589K
$77.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 1.01% |
$6.97K - $9.43K
|
7.37K
$967K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-66.3K- 79.62% |
$6.16M - $8.33M
|
17K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
248+ 11.1% |
$23K - $31.2K
|
2.48K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-33- 11.66% |
$3.06K - $4.15K
|
250
$32.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
153+ 2.07% |
$14.2K - $19.2K
|
7.55K
$991K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-459- 10.65% |
$42.6K - $57.7K
|
3.85K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
394+ 1.17% |
$36.6K - $49.5K
|
34K
$4.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$371 - $503
|
17.7K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
202+ 4.63% |
$18.8K - $25.4K
|
4.56K
$598K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
130+ 5.17% |
$12.1K - $16.3K
|
2.65K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-50- 28.57% |
$4.64K - $6.29K
|
125
$16.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 22.22% |
$557 - $754
|
33
$4.33K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 47.9% |
$7.43K - $10.1K
|
87
$11.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.72% |
$464 - $629
|
702
$92.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-39- 20.63% |
$3.62K - $4.9K
|
150
$19.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
273+ 13.68% |
$25.4K - $34.3K
|
2.27K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.4K- 28.19% |
$961K - $1.3M
|
26.4K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4+ 0.19% |
$371 - $503
|
2.12K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.71K+ 93.3% |
$159K - $216K
|
3.55K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
25+ 0.74% |
$2.32K - $3.14K
|
3.41K
$448K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.09K- 9.4% |
$101K - $137K
|
10.5K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.02% |
$92.9 - $126
|
6.32K
$830K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.5K- 3.7% |
$139K - $188K
|
39K
$5.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-358- 31.99% |
$33.2K - $45K
|
761
$99.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
66+ 0.75% |
$6.13K - $8.3K
|
8.82K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
833+ 0.34% |
$77.4K - $105K
|
249K
$32.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 55.51% |
$109K - $148K
|
3.3K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-6.61K- 25.53% |
$614K - $831K
|
19.3K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 4.3% |
$3.34K - $4.53K
|
874
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
37.7K+ 769.32% |
$3.51M - $4.75M
|
42.6K
$5.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
54+ 2.65% |
$5.01K - $6.79K
|
2.09K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-73- 0.38% |
$6.78K - $9.18K
|
18.9K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10- 0.29% |
$929 - $1.26K
|
3.44K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-17- 0.63% |
$1.58K - $2.14K
|
2.66K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
852+ 114.67% |
$79.1K - $107K
|
1.6K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 8.4% |
$54.1K - $73.2K
|
7.51K
$986K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-327- 12.47% |
$30.4K - $41.1K
|
2.3K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.7KNew |
$1.09M - $1.47M
|
11.7K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-277- 8.1% |
$25.7K - $34.8K
|
3.14K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-60- 47.24% |
$5.57K - $7.54K
|
67
$8.79K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$230K
|