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 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-292- 1.95% |
$33.3K - $38.4K
|
14.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.71KNew |
$1.11M - $1.28M
|
9.71K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 14.67% |
$34.2K - $39.5K
|
1.75K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.8K+ 11086.7% |
$2.37M - $2.74M
|
21K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.1% |
$4.33K - $5K
|
1.85K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 10.34% |
$376K - $434K
|
35.2K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
6.4KNew |
$729K - $842K
|
6.4K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
186+ 9.07% |
$21.2K - $24.5K
|
2.24K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-34.2K- 12.45% |
$3.9M - $4.5M
|
240K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
287+ 3.0% |
$32.7K - $37.8K
|
9.84K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
4.45K+ 2.86% |
$507K - $585K
|
160K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.57K+ 12.21% |
$179K - $206K
|
14.4K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-543- 2.49% |
$61.9K - $71.4K
|
21.3K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.9% |
$6.61K - $7.63K
|
6.41K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-170K- 10.43% |
$19.4M - $22.4M
|
1.46M
$190M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-54.2K- 31.85% |
$6.17M - $7.13M
|
116K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.85K+ 15.61% |
$666K - $769K
|
43.3K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
409+ 0.58% |
$46.6K - $53.8K
|
70.6K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.17% |
$2.51K - $2.89K
|
13.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.26K+ 10.74% |
$143K - $165K
|
12.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.17K- 43.2% |
$133K - $153K
|
1.53K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$114 - $132
|
616
$80.4K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.79K- 12.61% |
$432K - $499K
|
26.3K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-350- 3.35% |
$39.9K - $46K
|
10.1K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-124K- 77.68% |
$14.1M - $16.3M
|
35.5K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-7K- 9.22% |
$798K - $921K
|
68.9K
$8.99M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 6.38% |
$122K - $141K
|
15.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
682K+ 11.32% |
$77.8M - $89.8M
|
6.71M
$876M
|
|
|
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
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
10KNew |
$1.14M - $1.32M
|
10K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-201- 0.52% |
$22.9K - $26.4K
|
38.5K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.83K- 12.78% |
$323K - $373K
|
19.3K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
37+ 411.11% |
$4.22K - $4.87K
|
46
$6K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47+ 0.76% |
$5.35K - $6.18K
|
6.2K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
46.8K+ 206.41% |
$5.33M - $6.16M
|
69.5K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.36K- 4.2% |
$383K - $442K
|
76.6K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-275- 5.14% |
$31.3K - $36.2K
|
5.08K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-280- 1.42% |
$31.9K - $36.8K
|
19.5K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-125- 2.64% |
$14.2K - $16.4K
|
4.6K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.93K+ 31.59% |
$447K - $516K
|
16.4K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.79KNew |
$432K - $499K
|
3.79K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.23K+ 18.53% |
$482K - $556K
|
27K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.4K+ 29.59% |
$2.21M - $2.55M
|
84.8K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.09% |
$1.14K - $1.32K
|
11.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 2.02% |
$1.18M - $1.36M
|
503K
$65.7M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.34K- 18.92% |
$494K - $570K
|
18.6K
$2.43M
|
|
|
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
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.17K- 1.46% |
$133K - $154K
|
79K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
133+ 92.36% |
$15.2K - $17.5K
|
277
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.4K- 4.11% |
$4.38M - $5.06M
|
897K
$117M
|