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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.06KNew |
$284K - $385K
|
3.06K
$401K
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 1.22% |
$2.32K - $3.14K
|
2.03K
$266K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.56K+ 149.46% |
$423K - $573K
|
7.61K
$998K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
669+ 4.32% |
$62.1K - $84.1K
|
16.1K
$2.12M
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-1.9K- 24.68% |
$176K - $239K
|
5.8K
$761K
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-9.07K- 14.93% |
$842K - $1.14M
|
51.7K
$6.78M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.9K- 0.98% |
$1.38M - $1.87M
|
1.51M
$198M
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 1.21% |
$279 - $377
|
250
$32.8K
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-6- 6.9% |
$557 - $754
|
81
$10.6K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 10.29% |
$650 - $880
|
75
$9.84K
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 1.16% |
$557 - $754
|
523
$68.6K
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.91K+ 21.13% |
$177K - $240K
|
10.9K
$1.43M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$299K
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-14.3K- 73.19% |
$1.33M - $1.8M
|
5.24K
$688K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 2.73% |
$194K - $263K
|
74.5K
$9.78M
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
119+ 37.3% |
$11.1K - $15K
|
438
$57.5K
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7.01K- 2.68% |
$651K - $882K
|
255K
$33.4M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-382- 9.8% |
$35.5K - $48K
|
3.52K
$461K
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-122- 89.71% |
$11.3K - $15.3K
|
14
$1.84K
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-400- 0.83% |
$37.1K - $50.3K
|
47.7K
$6.26M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.3K- 69.67% |
$2.07M - $2.8M
|
9.69K
$1.27M
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.11K+ 10.68% |
$196K - $265K
|
21.9K
$2.87M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-316- 0.25% |
$29.3K - $39.7K
|
125K
$16.4M
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
23+ 1.03% |
$2.14K - $2.89K
|
2.25K
$295K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37.5K+ 8.39% |
$3.48M - $4.71M
|
484K
$63.5M
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
34K+ 14.15% |
$3.16M - $4.28M
|
274K
$36M
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
266New |
$24.7K - $33.4K
|
266
$34.9K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
536+ 1.51% |
$49.8K - $67.4K
|
36K
$4.72M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-438K- 30.03% |
$40.7M - $55.1M
|
1.02M
$134M
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7- 0.31% |
$650 - $880
|
2.24K
$294K
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-19- 0.26% |
$1.76K - $2.39K
|
7.22K
$947K
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.38K+ 1.13% |
$407K - $551K
|
391K
$51.3M
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.3KNew |
$3.74M - $5.06M
|
40.3K
$5.28M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-681- 44.19% |
$63.2K - $85.6K
|
860
$113K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.28K+ 9.89% |
$398K - $538K
|
47.6K
$6.24M
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
248K+ 698.43% |
$23M - $31.2M
|
284K
$37.2M
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-18.9K- 27.43% |
$1.76M - $2.38M
|
50K
$6.56M
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
397+ 20.21% |
$36.9K - $49.9K
|
2.36K
$310K
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-306- 1.44% |
$28.4K - $38.5K
|
21K
$2.75M
|
|
Aug 13, 2025
Q2 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
SELL
|
- |
-9K- 90.0% |
$836K - $1.13M
|
1K
$131K
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
974+ 5.7% |
$90.5K - $122K
|
18.1K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.39MNew |
$408M - $552M
|
4.39M
$576M
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.73K+ 13.06% |
$532K - $721K
|
49.6K
$6.51M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.73K- 6.38% |
$254K - $343K
|
40.1K
$5.26M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.23K- 0.5% |
$485K - $657K
|
1.04M
$136M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.54K- 14.54% |
$514K - $697K
|
32.6K
$4.27M
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-266K- 61.97% |
$24.7M - $33.5M
|
164K
$21.4M
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.01K- 3.84% |
$186K - $252K
|
50.3K
$6.59M
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 0.81% |
$1.76K - $2.39K
|
2.37K
$311K
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-74- 0.64% |
$6.87K - $9.3K
|
11.4K
$1.5M
|