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 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82+ 62.12% |
$7.62K - $10.3K
|
214
$28.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.97K- 9.6% |
$183K - $248K
|
18.6K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-930- 2.6% |
$86.4K - $117K
|
34.9K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-411- 15.81% |
$38.2K - $51.7K
|
2.19K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-56- 1.38% |
$5.2K - $7.04K
|
4.02K
$527K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.04K- 1.47% |
$96.7K - $131K
|
69.6K
$9.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 1.05% |
$743 - $1.01K
|
768
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 5.0% |
$136K - $184K
|
30.7K
$4.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 1.82% |
$362K - $490K
|
218K
$28.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3K+ 89.87% |
$279K - $377K
|
6.34K
$831K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 12.82% |
$9.19K - $12.4K
|
673
$88.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$421K - $569K
|
4.53K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.63K- 14.28% |
$244K - $331K
|
15.8K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
85+ 0.49% |
$7.89K - $10.7K
|
17.5K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.54K- 13.44% |
$143K - $194K
|
9.94K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100- 3.69% |
$9.29K - $12.6K
|
2.61K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.26% |
$186 - $251
|
36
$4.72K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
225+ 13.4% |
$20.9K - $28.3K
|
1.9K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
787+ 1.39% |
$73.1K - $98.9K
|
57.3K
$7.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
301+ 1.92% |
$28K - $37.8K
|
15.9K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
80+ 4.45% |
$7.43K - $10.1K
|
1.88K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 42.96% |
$152K - $206K
|
5.46K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 8.31% |
$370K - $500K
|
43.9K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
12+ 1.36% |
$1.11K - $1.51K
|
894
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-660- 2.62% |
$61.3K - $83K
|
24.6K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-750- 1.95% |
$69.7K - $94.3K
|
37.7K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-170- 7.38% |
$15.8K - $21.4K
|
2.13K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
350New |
$32.5K - $44K
|
350
$45.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-475- 10.82% |
$44.1K - $59.7K
|
3.92K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-152- 6.47% |
$14.1K - $19.1K
|
2.2K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-469- 75.28% |
$43.6K - $59K
|
154
$20.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.35% |
$2.51K - $3.39K
|
2.03K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
24New |
$2.23K - $3.02K
|
24
$3.15K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.72KNew |
$159K - $216K
|
1.72K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98+ 6.61% |
$9.1K - $12.3K
|
1.58K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.81% |
$464 - $629
|
626
$82.1K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.52K- 5.21% |
$234K - $317K
|
45.9K
$6.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.18% |
$836 - $1.13K
|
5.01K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 38.32% |
$3.81K - $5.15K
|
66
$8.66K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.89K- 51.53% |
$175K - $238K
|
1.78K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 14.7% |
$138K - $187K
|
8.63K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 8.76% |
$8.54K - $11.6K
|
958
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-309- 1.02% |
$28.7K - $38.9K
|
30K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-268- 9.81% |
$24.9K - $33.7K
|
2.46K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$929K - $1.26M
|
10K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.14% |
$92.9 - $126
|
725
$95.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-85- 3.78% |
$7.89K - $10.7K
|
2.16K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-57- 3.12% |
$5.29K - $7.17K
|
1.77K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166+ 66.4% |
$15.4K - $20.9K
|
416
$54.6K
|