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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.05KNew |
$190K - $258K
|
2.05K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.27KNew |
$118K - $159K
|
1.27K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 32.45% |
$384K - $519K
|
8.6K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.89% |
$99.7K - $135K
|
8.79K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
68+ 3.88% |
$6.32K - $8.55K
|
1.82K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
543+ 5.15% |
$50.4K - $68.3K
|
11.1K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-430- 13.66% |
$39.9K - $54.1K
|
2.72K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-141- 7.45% |
$13.1K - $17.7K
|
1.75K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.76KNew |
$256K - $347K
|
2.76K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 0.8% |
$371 - $503
|
504
$66.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
21.8K+ 174.4% |
$2.02M - $2.74M
|
34.3K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
110New |
$10.2K - $13.8K
|
110
$14.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.12K- 67.21% |
$476K - $644K
|
2.5K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55.7K- 19.37% |
$5.17M - $7M
|
232K
$30.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 12.8% |
$109K - $147K
|
10.3K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-239- 0.74% |
$22.2K - $30K
|
32.1K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.4% |
$10.5K - $14.2K
|
1.88K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
414+ 0.78% |
$38.4K - $52.1K
|
53.2K
$6.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-317- 6.22% |
$29.4K - $39.9K
|
4.78K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.02% |
$1.39K - $1.89K
|
66.8K
$8.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.87KNew |
$174K - $236K
|
1.87K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-924- 11.65% |
$85.8K - $116K
|
7.01K
$919K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
1.01K+ 7.31% |
$93.6K - $127K
|
14.8K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-44- 0.63% |
$4.09K - $5.53K
|
6.97K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-137- 1.04% |
$12.7K - $17.2K
|
13K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
699+ 0.65% |
$64.9K - $87.9K
|
108K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-3.47K- 68.35% |
$322K - $436K
|
1.61K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
457+ 4.1% |
$42.4K - $57.5K
|
11.6K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
16.1KNew |
$1.5M - $2.03M
|
16.1K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 2.47% |
$94.7K - $128K
|
42.3K
$5.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-614K- 41.8% |
$57M - $77.2M
|
855K
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-591- 1.86% |
$54.9K - $74.3K
|
31.2K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 19.33% |
$93.3K - $126K
|
4.19K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-100- 0.46% |
$9.29K - $12.6K
|
21.4K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.75K- 10.11% |
$534K - $723K
|
51.1K
$6.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49- 1.88% |
$4.55K - $6.16K
|
2.55K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 47.86% |
$259K - $351K
|
3.04K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-114- 0.84% |
$10.6K - $14.3K
|
13.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31.6K+ 76.33% |
$2.94M - $3.98M
|
73.1K
$9.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-288K- 24.39% |
$26.7M - $36.1M
|
891K
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-14.5K- 0.45% |
$1.35M - $1.83M
|
3.18M
$417M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51K+ 3.78% |
$140K - $190K
|
41.4K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
85+ 1.01% |
$7.89K - $10.7K
|
8.5K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.15K- 4.05% |
$385K - $522K
|
98.2K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.08K+ 0.08% |
$100K - $135K
|
1.42M
$186M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 6.96% |
$3.25K - $4.4K
|
468
$61.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 431.46% |
$755K - $1.02M
|
10K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.5K+ 4.12% |
$3.29M - $4.46M
|
897K
$118M
|