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 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-579- 20.78% |
$66K - $76.2K
|
2.21K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 19.84% |
$14K - $16.2K
|
743
$95.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-896- 27.0% |
$102K - $118K
|
2.42K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
410+ 7.93% |
$46.7K - $53.9K
|
5.58K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 8.7% |
$228 - $263
|
21
$2.71K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.49K- 31.89% |
$170K - $196K
|
3.19K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.17K+ 11.42% |
$133K - $154K
|
11.4K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 19.75% |
$1.82K - $2.1K
|
65
$8.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 3.93% |
$16K - $18.4K
|
3.42K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.9K+ 63.96% |
$1.81M - $2.09M
|
40.6K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
743+ 13.24% |
$84.6K - $97.7K
|
6.36K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.44K- 1.13% |
$278K - $321K
|
214K
$27.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-160- 6.02% |
$18.2K - $21K
|
2.5K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
935+ 8.57% |
$107K - $123K
|
11.8K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 256.67% |
$8.77K - $10.1K
|
107
$13.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57K+ 61.41% |
$179K - $207K
|
4.13K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-36- 0.69% |
$4.1K - $4.74K
|
5.17K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22.1K- 52.94% |
$2.51M - $2.9M
|
19.6K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$5.7K - $6.58K
|
2.79K
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-190- 9.63% |
$21.6K - $25K
|
1.78K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.49K- 10.16% |
$169K - $196K
|
13.2K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.07% |
$570 - $658
|
6.79K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 2.87% |
$798 - $921
|
237
$30.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-6- 1.89% |
$684 - $789
|
311
$40.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-143- 1.77% |
$16.3K - $18.8K
|
7.93K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-92- 5.89% |
$10.5K - $12.1K
|
1.47K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-516- 13.26% |
$58.8K - $67.9K
|
3.38K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
95.7K+ 21.45% |
$10.9M - $12.6M
|
542K
$69.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
880+ 3.41% |
$100K - $116K
|
26.7K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$684 - $789
|
6
$774
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.77K+ 4.1% |
$1.11M - $1.29M
|
248K
$32M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-410- 30.76% |
$46.7K - $53.9K
|
923
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
154+ 5.88% |
$17.5K - $20.3K
|
2.77K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
795+ 27.69% |
$90.6K - $105K
|
3.67K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.4K+ 15.91% |
$1.64M - $1.89M
|
105K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-110- 11.39% |
$12.5K - $14.5K
|
856
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
628+ 17.33% |
$71.5K - $82.6K
|
4.25K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-199- 7.43% |
$22.7K - $26.2K
|
2.48K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.24K- 0.92% |
$141K - $163K
|
133K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-264- 5.24% |
$30.1K - $34.7K
|
4.77K
$616K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 42.89% |
$198K - $229K
|
2.31K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-18- 0.92% |
$2.05K - $2.37K
|
1.94K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.55K- 5.92% |
$632K - $730K
|
88.2K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-754- 3.88% |
$85.9K - $99.2K
|
18.7K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.04KNew |
$232K - $268K
|
2.04K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$213K
|