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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
37+ 411.11% |
$4.22K - $4.87K
|
46
$6.03K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.93K+ 31.59% |
$447K - $516K
|
16.4K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.23M - $1.42M
|
10.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
84.4K+ 65.3% |
$9.62M - $11.1M
|
214K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
394+ 77.1% |
$44.9K - $51.8K
|
905
$119K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.51K+ 307.08% |
$969K - $1.12M
|
11.3K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 6.08% |
$34.2K - $39.5K
|
4.64K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-12.6K- 11.84% |
$1.43M - $1.65M
|
93.6K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
33.1KNew |
$3.77M - $4.35M
|
33.1K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-233- 2.3% |
$26.5K - $30.7K
|
9.88K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.02KNew |
$230K - $266K
|
2.02K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-82.3K- 14.65% |
$9.38M - $10.8M
|
480K
$62.9M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-36.6K- 59.42% |
$4.17M - $4.81M
|
25K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.36KNew |
$269K - $311K
|
2.36K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-78- 0.95% |
$8.89K - $10.3K
|
8.16K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
45.1KNew |
$5.14M - $5.94M
|
45.1K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
100KNew |
$11.4M - $13.2M
|
100K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.69K- 6.13% |
$306K - $353K
|
41.2K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-22.7K- 58.19% |
$2.58M - $2.98M
|
16.3K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 18.06% |
$111K - $128K
|
6.37K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.64KNew |
$187K - $216K
|
1.64K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.6KNew |
$296K - $342K
|
2.6K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7- 0.1% |
$798 - $921
|
6.69K
$877K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.3K- 7.09% |
$148K - $171K
|
17K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-124- 6.4% |
$14.1K - $16.3K
|
1.81K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-110- 3.31% |
$12.5K - $14.5K
|
3.22K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$34.2K - $39.5K
|
84.4K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.6K- 8.21% |
$752K - $868K
|
73.8K
$9.68M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 3.07% |
$132K - $152K
|
38.8K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$26.2K
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
SELL
|
CALL |
-76- 19.19% |
$8.66K - $10K
|
320
$42K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
442+ 35.85% |
$50.4K - $58.1K
|
1.68K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 0.59% |
$4.56K - $5.26K
|
6.88K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.5% |
$2.85K - $3.29K
|
4.98K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.88K+ 361.86% |
$1.01M - $1.17M
|
11.3K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.12KNew |
$1.04M - $1.2M
|
9.12K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-9.75K- 68.84% |
$1.11M - $1.28M
|
4.41K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
238New |
$27.1K - $31.3K
|
238
$31.2K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-17.7K- 1.5% |
$2.02M - $2.33M
|
1.16M
$153M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-536- 24.5% |
$61.1K - $70.5K
|
1.65K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
989K+ 57.23% |
$113M - $130M
|
2.72M
$356M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
21.8KNew |
$2.48M - $2.87M
|
21.8K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.02% |
$1.6K - $1.84K
|
1.35K
$178K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$68.9K - $79.6K
|
605
$79.4K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-6.07K- 15.52% |
$692K - $799K
|
33.1K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.75% |
$2.28K - $2.63K
|
2.64K
$347K
|