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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.1% |
$15.8K - $18.3K
|
3.25K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.28K- 17.52% |
$146K - $169K
|
6.04K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 6.08% |
$8.77K - $10.1K
|
1.19K
$154K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
173+ 9.5% |
$19.7K - $22.8K
|
2K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.57% |
$154K - $178K
|
30.9K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.84KNew |
$209K - $242K
|
1.84K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-239- 5.31% |
$27.2K - $31.4K
|
4.26K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 6.32% |
$49K - $56.6K
|
6.37K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
832+ 7.97% |
$94.8K - $109K
|
11.3K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
338+ 10.96% |
$38.5K - $44.5K
|
3.42K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.5K- 14.84% |
$285K - $329K
|
14.3K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-33- 1.38% |
$3.76K - $4.34K
|
2.35K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 1.76% |
$1.03M - $1.19M
|
520K
$67.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 12.89% |
$391K - $451K
|
30.1K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.43% |
$1.71K - $1.97K
|
3.45K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.92% |
$570 - $658
|
549
$70.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.12% |
$570 - $658
|
4.06K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.03% |
$11.4K - $13.2K
|
9.64K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-93- 0.31% |
$10.6K - $12.2K
|
30.3K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-8- 4.35% |
$911 - $1.05K
|
176
$22.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$49.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.41K+ 4.09% |
$161K - $185K
|
35.9K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
38+ 0.44% |
$4.33K - $5K
|
8.75K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-579- 2.01% |
$66K - $76.2K
|
28.2K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-9.23K- 43.46% |
$1.05M - $1.21M
|
12K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-6.98K- 6.06% |
$795K - $918K
|
108K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-827- 0.84% |
$94.2K - $109K
|
97.5K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 8.33% |
$1.37K - $1.58K
|
132
$17K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-800- 13.03% |
$91.1K - $105K
|
5.34K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.83% |
$8.2K - $9.47K
|
8.56K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.27% |
$5.35K - $6.18K
|
17.5K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$342 - $395
|
529
$68.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.72K- 12.9% |
$196K - $226K
|
11.6K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.56% |
$456 - $526
|
724
$93.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.87K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-340- 1.97% |
$38.7K - $44.7K
|
16.9K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$4K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 2.63% |
$6.95K - $8.02K
|
2.38K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-193- 3.41% |
$22K - $25.4K
|
5.46K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-141- 3.93% |
$16.1K - $18.5K
|
3.45K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-311- 4.63% |
$35.4K - $40.9K
|
6.41K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.81K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 8.54% |
$57K - $65.8K
|
5.35K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.3K- 24.02% |
$1.28M - $1.48M
|
35.7K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.52% |
$163K - $189K
|
95.6K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
18+ 0.99% |
$2.05K - $2.37K
|
1.84K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$233K
|