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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
20.4KNew |
$2.33M - $2.69M
|
20.4K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 42.86% |
$171K - $197K
|
5K
$645K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35KNew |
$268K - $309K
|
2.35K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
131+ 17.49% |
$14.9K - $17.2K
|
880
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.14K- 19.89% |
$244K - $282K
|
8.62K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-300- 1.15% |
$34.2K - $39.5K
|
25.9K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.6K- 22.55% |
$4.97M - $5.74M
|
150K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-141- 2.48% |
$16.1K - $18.5K
|
5.54K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$684 - $789
|
1.82K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$2.28K - $2.63K
|
2.68K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-793- 2.11% |
$90.3K - $104K
|
36.7K
$4.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-950- 13.89% |
$108K - $125K
|
5.89K
$760K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.04K+ 109.1% |
$119K - $137K
|
2K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.18K- 3.88% |
$134K - $155K
|
29.1K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$114 - $132
|
1.26K
$163K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
547+ 31.04% |
$62.3K - $72K
|
2.31K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.98K- 29.81% |
$225K - $260K
|
4.65K
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
328+ 1.3% |
$37.4K - $43.1K
|
25.6K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 17.5% |
$3.99K - $4.6K
|
165
$21.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27+ 0.61% |
$3.08K - $3.55K
|
4.45K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$114 - $132
|
3.34K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.67K- 46.06% |
$190K - $219K
|
1.95K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-736- 2.18% |
$83.9K - $96.8K
|
33.1K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 4.5% |
$10.3K - $11.8K
|
2.09K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-62- 0.87% |
$7.06K - $8.16K
|
7.1K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
214+ 12.05% |
$24.4K - $28.2K
|
1.99K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
169+ 4.08% |
$19.3K - $22.2K
|
4.31K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.96KNew |
$223K - $257K
|
1.96K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 0.86% |
$3.53K - $4.08K
|
3.64K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-290- 0.58% |
$33K - $38.1K
|
49.7K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
133+ 7.48% |
$15.2K - $17.5K
|
1.91K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
419+ 21.53% |
$47.7K - $55.1K
|
2.37K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-50- 0.26% |
$5.7K - $6.58K
|
19K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.65% |
$456 - $526
|
621
$80.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 2.4% |
$5.24K - $6.05K
|
1.96K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.14% |
$12.9K - $14.9K
|
82.9K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
465+ 0.76% |
$53K - $61.2K
|
61.4K
$7.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.01KNew |
$343K - $396K
|
3.01K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.57% |
$2.05K - $2.37K
|
3.13K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.66% |
$7.41K - $8.55K
|
9.73K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-25- 0.17% |
$2.85K - $3.29K
|
14.7K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$114 - $132
|
3.55K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 1.91% |
$9.23K - $10.7K
|
4.16K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-784- 17.57% |
$89.3K - $103K
|
3.68K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
274+ 0.53% |
$31.2K - $36K
|
51.7K
$6.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 2.39% |
$7.98K - $9.21K
|
3K
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.59K+ 8.21% |
$409K - $472K
|
47.3K
$6.11M
|