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 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-312- 1.43% |
$29K - $39.2K
|
21.5K
$2.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 8.58% |
$30.1K - $40.7K
|
3.45K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.87% |
$140K - $190K
|
37.5K
$4.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-512- 1.11% |
$47.5K - $64.4K
|
45.6K
$5.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.13% |
$279 - $377
|
2.32K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.24% |
$1.02K - $1.38K
|
4.55K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.03K- 96.96% |
$281K - $381K
|
95
$12.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.84% |
$1.67K - $2.26K
|
2.16K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-168- 1.25% |
$15.6K - $21.1K
|
13.3K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 7.35% |
$5.57K - $7.54K
|
756
$99.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.37% |
$557 - $754
|
1.62K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.5K- 2.22% |
$139K - $189K
|
66.1K
$8.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-42- 3.12% |
$3.9K - $5.28K
|
1.31K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
611KNew |
$56.7M - $76.8M
|
611K
$80.2M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-579- 89.35% |
$53.8K - $72.8K
|
69
$9.05K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-139- 7.08% |
$12.9K - $17.5K
|
1.83K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.74K+ 4.99% |
$440K - $595K
|
99.6K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.26K- 21.22% |
$117K - $158K
|
4.68K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.91K- 6.08% |
$178K - $240K
|
29.5K
$3.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.04% |
$279 - $377
|
7.94K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
22+ 1.33% |
$2.04K - $2.77K
|
1.68K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-7- 12.28% |
$650 - $880
|
50
$6.56K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 4.57% |
$7.43K - $10.1K
|
1.67K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.68K- 20.2% |
$156K - $211K
|
6.63K
$870K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$92.9 - $126
|
2.49K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.6K+ 30.45% |
$335K - $453K
|
15.4K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-50- 2.16% |
$4.64K - $6.29K
|
2.27K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-300- 1.83% |
$27.9K - $37.7K
|
16.1K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-33- 0.87% |
$3.06K - $4.15K
|
3.76K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-246- 2.02% |
$22.8K - $30.9K
|
11.9K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-27- 11.25% |
$2.51K - $3.39K
|
213
$27.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 7.09% |
$142K - $192K
|
20K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
85+ 2.41% |
$7.89K - $10.7K
|
3.61K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.29K+ 2.63% |
$120K - $162K
|
50.4K
$6.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.5K+ 40.97% |
$139K - $189K
|
5.17K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-425- 2.24% |
$39.5K - $53.4K
|
18.6K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-4.73K- 4.98% |
$439K - $595K
|
90.2K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3.64K+ 2.44% |
$338K - $457K
|
152K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
953+ 4.91% |
$88.5K - $120K
|
20.4K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$197K - $267K
|
2.12K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 0.7% |
$2.88K - $3.9K
|
4.39K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49KNew |
$231K - $313K
|
2.49K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 3.26% |
$8.82K - $11.9K
|
3.01K
$394K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 35.94% |
$52K - $70.4K
|
998
$131K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.09% |
$464 - $629
|
5.47K
$718K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
31+ 1.56% |
$2.88K - $3.9K
|
2.02K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$92.9 - $126
|
3.78K
$495K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
21.6KNew |
$2M - $2.71M
|
21.6K
$2.83M
|