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 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.64% |
$1.14K - $1.32K
|
1.55K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-838- 3.46% |
$95.5K - $110K
|
23.4K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$201K - $232K
|
1.77K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
228+ 8.24% |
$26K - $30K
|
3K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.38% |
$456 - $526
|
1.06K
$139K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-108- 1.68% |
$12.3K - $14.2K
|
6.31K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
801+ 1.13% |
$91.3K - $105K
|
71.9K
$9.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-87- 15.13% |
$9.91K - $11.4K
|
488
$64K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1+ 0.06% |
$114 - $132
|
1.63K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
546New |
$62.2K - $71.8K
|
546
$71.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.21K+ 3.86% |
$138K - $159K
|
32.5K
$4.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$27K - $31.2K
|
237
$31.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-349- 12.38% |
$39.8K - $45.9K
|
2.47K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 12.5% |
$798 - $921
|
49
$6.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.05KNew |
$233K - $269K
|
2.05K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.02K+ 155.57% |
$116K - $134K
|
1.67K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 1.59% |
$5.92K - $6.84K
|
3.33K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
10K+ 30.77% |
$1.14M - $1.32M
|
42.5K
$5.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
300+ 9.13% |
$34.2K - $39.5K
|
3.59K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-63- 2.53% |
$7.18K - $8.29K
|
2.43K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
227+ 13.72% |
$25.9K - $29.9K
|
1.88K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
66New |
$7.52K - $8.68K
|
66
$8.66K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$114 - $132
|
272
$35.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$570 - $658
|
4.07K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-20- 18.87% |
$2.28K - $2.63K
|
86
$11.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-83- 2.52% |
$9.46K - $10.9K
|
3.22K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.9KNew |
$217K - $250K
|
1.9K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $132
|
4.14K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 6.32% |
$49K - $56.6K
|
6.37K
$836K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.03% |
$11.4K - $13.2K
|
9.64K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-8- 4.35% |
$911 - $1.05K
|
176
$23.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$50.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-800- 13.03% |
$91.1K - $105K
|
5.34K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$4.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$20.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$23.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$798 - $921
|
3.36K
$440K
|