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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 94.12% |
$252K - $291K
|
4.56K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 16.44% |
$1.37K - $1.58K
|
85
$11K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-450- 4.73% |
$51.3K - $59.2K
|
9.07K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.31K+ 2.78% |
$149K - $172K
|
48.4K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 45.65% |
$203K - $235K
|
2.12K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-69- 2.91% |
$7.86K - $9.08K
|
2.3K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
927+ 4.6% |
$106K - $122K
|
21.1K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.84% |
$798 - $921
|
838
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 6.75% |
$61.4K - $70.9K
|
7.44K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.7K- 19.01% |
$650K - $750K
|
24.3K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.37K - $1.58K
|
2K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 4.11% |
$34.2K - $39.5K
|
6.99K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.8K- 37.42% |
$2.94M - $3.39M
|
43.1K
$5.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-35- 1.51% |
$3.99K - $4.6K
|
2.29K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 40.07% |
$128K - $148K
|
1.68K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$20K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
$185K - $214K
|
1.63K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.18% |
$12.6K - $14.6K
|
5.21K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
450+ 17.81% |
$51.3K - $59.2K
|
2.98K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-340- 1.72% |
$38.7K - $44.7K
|
19.5K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$22.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-290- 9.6% |
$33K - $38.1K
|
2.73K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 3.99% |
$11.8K - $13.7K
|
2.71K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
16.3K+ 6.79% |
$1.86M - $2.14M
|
256K
$33.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-199- 4.24% |
$22.7K - $26.2K
|
4.49K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-92- 3.37% |
$10.5K - $12.1K
|
2.64K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 0.51% |
$2.05K - $2.37K
|
3.57K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 1.02% |
$10.6K - $12.2K
|
9.17K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
162+ 18.24% |
$18.5K - $21.3K
|
1.05K
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-318- 6.84% |
$36.2K - $41.8K
|
4.33K
$559K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-669- 0.75% |
$76.2K - $88K
|
88.7K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.4K- 1.87% |
$160K - $184K
|
73.5K
$9.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
260+ 0.39% |
$29.6K - $34.2K
|
66.8K
$8.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
30+ 0.31% |
$3.42K - $3.95K
|
9.71K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
336+ 6.66% |
$38.3K - $44.2K
|
5.38K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
92+ 2.46% |
$10.5K - $12.1K
|
3.83K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.23K+ 30.89% |
$368K - $425K
|
13.7K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-106- 1.98% |
$12.1K - $13.9K
|
5.25K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
343+ 2.24% |
$39.1K - $45.1K
|
15.6K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1K+ 4.46% |
$114K - $132K
|
23.5K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$1.14K - $1.32K
|
11
$1.42K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.91KNew |
$559K - $645K
|
4.91K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$798 - $921
|
3.36K
$433K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.01K- 3.61% |
$115K - $133K
|
27.1K
$3.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-17- 14.53% |
$1.94K - $2.24K
|
100
$12.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-218- 7.57% |
$24.8K - $28.7K
|
2.66K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.82K - $2.1K
|
7.02K
$905K
|