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 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
449New |
$41.7K - $56.5K
|
449
$58.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.4K+ 248.41% |
$2.26M - $3.06M
|
34.2K
$4.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 58.82% |
$9.29K - $12.6K
|
270
$35.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-259- 3.53% |
$24.1K - $32.6K
|
7.08K
$929K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$186 - $251
|
251
$32.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.27% |
$1.49K - $2.01K
|
5.93K
$778K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 9.2% |
$2.97K - $4.02K
|
316
$41.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.56K+ 41.2% |
$145K - $196K
|
5.35K
$701K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-166- 2.74% |
$15.4K - $20.9K
|
5.9K
$774K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-98- 4.65% |
$9.1K - $12.3K
|
2.01K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-279- 2.41% |
$25.9K - $35.1K
|
11.3K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-203- 0.44% |
$18.9K - $25.5K
|
45.7K
$5.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.49K+ 22.53% |
$696K - $942K
|
40.7K
$5.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.9% |
$186 - $251
|
107
$14K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-53- 17.61% |
$4.92K - $6.66K
|
248
$32.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$43.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 3.59% |
$6.69K - $9.05K
|
2.08K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.32% |
$6.04K - $8.17K
|
20.5K
$2.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-90- 1.0% |
$8.36K - $11.3K
|
8.94K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-238- 9.69% |
$22.1K - $29.9K
|
2.22K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
148+ 0.31% |
$13.7K - $18.6K
|
47.9K
$6.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.5KNew |
$232K - $314K
|
2.5K
$328K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.19K- 10.87% |
$111K - $150K
|
9.77K
$1.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.58% |
$464 - $629
|
872
$114K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 1.46% |
$3.06K - $4.15K
|
2.24K
$293K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.76% |
$3.44K - $4.65K
|
2.14K
$280K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 7.88% |
$18.6K - $25.1K
|
2.34K
$307K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$257K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
415+ 3.38% |
$38.5K - $52.2K
|
12.7K
$1.67M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-238- 7.47% |
$22.1K - $29.9K
|
2.95K
$386K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 1.35% |
$186 - $251
|
150
$19.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 36.16% |
$170K - $231K
|
3.24K
$425K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.22% |
$18.6K - $25.1K
|
16.2K
$2.13M
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-166K- 5.06% |
$18.9M - $21.8M
|
3.1M
$407M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
262New |
$29.8K - $34.5K
|
262
$34.4K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-44- 0.65% |
$5.01K - $5.79K
|
6.72K
$882K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
121New |
$13.8K - $15.9K
|
121
$15.9K
|
|
|
Aug 20, 2025
Q1 2025
|
Oakland Financial Corp
Sterling Heights, MI |
SELL
|
- |
-2K- 33.33% |
$228K - $263K
|
4K
$525K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.34% |
$3.19K - $3.68K
|
8.24K
$1.08M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.31KNew |
$149K - $172K
|
1.31K
$172K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-36- 40.0% |
$4.1K - $4.74K
|
54
$7.08K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14- 0.8% |
$1.6K - $1.84K
|
1.74K
$229K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
547New |
$62.3K - $72K
|
547
$71.8K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
52.8KNew |
$6.02M - $6.95M
|
52.8K
$6.93M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25+ 9.09% |
$2.85K - $3.29K
|
300
$39.4K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.01K+ 33.31% |
$115K - $133K
|
4.05K
$531K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
612New |
$69.7K - $80.5K
|
612
$80.3K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-8.57K- 30.33% |
$976K - $1.13M
|
19.7K
$2.58M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 65.3% |
$490K - $566K
|
2.29K
$300K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.18KNew |
$248K - $287K
|
2.18K
$286K
|
|