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 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
576+ 417.39% |
$53.5K - $72.4K
|
714
$93.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-69- 2.0% |
$6.41K - $8.68K
|
3.38K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$743 - $1.01K
|
8.17K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-50- 1.79% |
$4.64K - $6.29K
|
2.74K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
900+ 2.71% |
$83.6K - $113K
|
34.1K
$4.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
709+ 2.43% |
$65.8K - $89.1K
|
29.8K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-357- 3.89% |
$33.2K - $44.9K
|
8.81K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-819- 4.98% |
$76.1K - $103K
|
15.6K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 2.86% |
$13.9K - $18.9K
|
5.1K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-445- 48.21% |
$41.3K - $55.9K
|
478
$62.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
138+ 2.07% |
$12.8K - $17.4K
|
6.81K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 7.23% |
$1.67K - $2.26K
|
231
$30.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.97KNew |
$275K - $373K
|
2.97K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.86K+ 2.11% |
$173K - $234K
|
90.1K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.74K- 14.64% |
$348K - $471K
|
21.8K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
676New |
$62.8K - $85K
|
676
$88.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$164K - $222K
|
1.77K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-813- 13.29% |
$75.5K - $102K
|
5.3K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-743- 49.53% |
$69K - $93.4K
|
757
$99.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.23K- 32.87% |
$114K - $155K
|
2.51K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-414- 11.53% |
$38.4K - $52.1K
|
3.18K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 3.1% |
$11.9K - $16.1K
|
4K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $297K
|
2.36K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.24% |
$2.32K - $3.14K
|
10.3K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-44.5K- 25.3% |
$4.14M - $5.6M
|
131K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
96+ 5.58% |
$8.92K - $12.1K
|
1.82K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-533- 16.73% |
$49.5K - $67K
|
2.65K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-131- 14.89% |
$12.2K - $16.5K
|
749
$98.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
734+ 11.76% |
$68.2K - $92.3K
|
6.98K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.28K- 9.22% |
$211K - $286K
|
22.4K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
413+ 13.35% |
$38.4K - $51.9K
|
3.51K
$460K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
84+ 2.8% |
$7.8K - $10.6K
|
3.08K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 14.48% |
$43.7K - $59.2K
|
3.72K
$488K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.36K- 2.83% |
$126K - $171K
|
46.8K
$6.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-48- 1.24% |
$4.46K - $6.04K
|
3.82K
$501K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.75K+ 10.62% |
$349K - $472K
|
39.1K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-413- 0.65% |
$38.4K - $51.9K
|
62.9K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
186+ 3.48% |
$17.3K - $23.4K
|
5.53K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.01% |
$371 - $503
|
37.5K
$4.91M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.11K- 5.54% |
$103K - $140K
|
19K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 1.39% |
$1.49K - $2.01K
|
1.13K
$148K
|
|
|
Jul 14, 2025
Q2 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
16.5K+ 9.01% |
$1.53M - $2.08M
|
200K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.9K+ 30.07% |
$269K - $364K
|
12.5K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.21K- 25.01% |
$112K - $152K
|
3.63K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-29- 0.71% |
$2.69K - $3.65K
|
4.04K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52- 2.55% |
$4.83K - $6.54K
|
1.99K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-122- 8.23% |
$11.3K - $15.3K
|
1.36K
$179K
|