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 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.83KNew |
$170K - $230K
|
1.83K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84- 3.76% |
$7.8K - $10.6K
|
2.15K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
232+ 7.25% |
$21.5K - $29.2K
|
3.43K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.35K+ 22.72% |
$683K - $924K
|
39.7K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
320+ 0.68% |
$29.7K - $40.2K
|
47.6K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
935+ 23.56% |
$86.8K - $118K
|
4.9K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-350- 8.21% |
$32.5K - $44K
|
3.91K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.41K- 7.09% |
$316K - $428K
|
44.6K
$5.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.2KNew |
$111K - $151K
|
1.2K
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.2K- 9.46% |
$669K - $906K
|
69K
$9.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-21K- 8.94% |
$1.95M - $2.64M
|
214K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
524K+ 200.29% |
$48.7M - $65.9M
|
785K
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-886- 4.55% |
$82.3K - $111K
|
18.6K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-602- 14.65% |
$55.9K - $75.7K
|
3.51K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
6.71K+ 3.61% |
$623K - $843K
|
192K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-157- 6.83% |
$14.6K - $19.7K
|
2.14K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
19K+ 51.73% |
$1.76M - $2.38M
|
55.6K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.34% |
$2.41K - $3.27K
|
7.75K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 27.23% |
$1.12M - $1.52M
|
56.4K
$7.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-177- 60.0% |
$16.4K - $22.3K
|
118
$15.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-23.3K- 59.82% |
$2.16M - $2.93M
|
15.7K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.52K+ 24.44% |
$141K - $191K
|
7.72K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-49- 0.42% |
$4.55K - $6.16K
|
11.6K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
41.5KNew |
$3.86M - $5.22M
|
41.5K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
164+ 1.67% |
$15.2K - $20.6K
|
10K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.87K- 40.78% |
$174K - $235K
|
2.72K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 246.15% |
$2.97K - $4.02K
|
45
$5.9K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.4KNew |
$223K - $302K
|
2.4K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-43.7K- 11.7% |
$4.06M - $5.49M
|
330K
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
26.2K+ 3.91% |
$2.44M - $3.3M
|
697K
$91.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-64.3K- 46.13% |
$5.97M - $8.08M
|
75.1K
$9.85M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.78% |
$1.31M - $1.77M
|
493K
$64.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.04K+ 8.22% |
$282K - $382K
|
40K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.9KNew |
$1.48M - $2M
|
15.9K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-499- 16.88% |
$46.3K - $62.7K
|
2.46K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.47K- 17.97% |
$322K - $437K
|
15.9K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 4.09% |
$108K - $147K
|
27.4K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.19K- 28.47% |
$667K - $904K
|
18.1K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.28K- 22.82% |
$583K - $790K
|
21.2K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-150- 3.44% |
$13.9K - $18.9K
|
4.22K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-62.7K- 58.0% |
$5.83M - $7.89M
|
45.4K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
450+ 11.7% |
$41.8K - $56.6K
|
4.3K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-898K- 42.55% |
$83.4M - $113M
|
1.21M
$159M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.09K- 1.72% |
$194K - $263K
|
119K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 25.6% |
$130K - $176K
|
6.86K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-108- 1.48% |
$10K - $13.6K
|
7.19K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-699- 11.86% |
$64.9K - $87.9K
|
5.2K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
20.8K+ 59.43% |
$1.93M - $2.62M
|
55.8K
$7.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
48.1K+ 783.49% |
$4.47M - $6.05M
|
54.2K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-3.6K- 3.46% |
$334K - $453K
|
100K
$13.2M
|