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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-159- 2.87% |
$14.8K - $20K
|
5.39K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.05K- 0.72% |
$190K - $257K
|
284K
$37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-248- 6.47% |
$23K - $31.2K
|
3.58K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-630- 12.94% |
$58.5K - $79.2K
|
4.24K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
239K+ 1607.18% |
$22.2M - $30.1M
|
254K
$33.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
248+ 10.47% |
$23K - $31.2K
|
2.62K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 5.75% |
$464K - $629K
|
92K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.58K+ 29.42% |
$146K - $198K
|
6.93K
$905K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-39- 2.79% |
$3.62K - $4.9K
|
1.36K
$177K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$6.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.14% |
$13.9K - $18.9K
|
2.59K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-439- 4.45% |
$40.8K - $55.2K
|
9.43K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 3.78% |
$132K - $178K
|
36.1K
$4.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-595- 16.34% |
$55.3K - $74.8K
|
3.05K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-279- 4.37% |
$25.9K - $35.1K
|
6.11K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-674- 28.15% |
$62.6K - $84.7K
|
1.72K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
988+ 7.29% |
$91.8K - $124K
|
14.5K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.41% |
$27.9K - $37.7K
|
12.2K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.18% |
$464 - $629
|
2.79K
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-125- 2.71% |
$11.6K - $15.7K
|
4.48K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
985+ 5.08% |
$91.5K - $124K
|
20.4K
$2.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.65K- 37.71% |
$339K - $459K
|
6.03K
$787K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.83K+ 127.66% |
$263K - $356K
|
5.05K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.1K+ 22.47% |
$1.03M - $1.39M
|
60.3K
$7.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-177- 6.12% |
$16.4K - $22.3K
|
2.71K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.85K+ 73.74% |
$451K - $610K
|
11.4K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-141- 10.18% |
$13.1K - $17.7K
|
1.24K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-348- 16.6% |
$32.3K - $43.8K
|
1.75K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
500+ 2.65% |
$46.4K - $62.9K
|
19.4K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27K+ 17.0% |
$2.51M - $3.4M
|
186K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1456.25% |
$216K - $293K
|
2.49K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21- 0.95% |
$1.95K - $2.64K
|
2.2K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
665+ 18.65% |
$61.8K - $83.6K
|
4.23K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
307+ 2.33% |
$28.5K - $38.6K
|
13.5K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
564+ 11.72% |
$52.4K - $70.9K
|
5.38K
$701K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-312- 1.43% |
$29K - $39.2K
|
21.5K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 8.58% |
$30.1K - $40.7K
|
3.45K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.87% |
$140K - $190K
|
37.5K
$4.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-512- 1.11% |
$47.5K - $64.4K
|
45.6K
$5.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.13% |
$279 - $377
|
2.32K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.24% |
$1.02K - $1.38K
|
4.55K
$594K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.03K- 96.96% |
$281K - $381K
|
95
$12.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.84% |
$1.67K - $2.26K
|
2.16K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-168- 1.25% |
$15.6K - $21.1K
|
13.3K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 7.35% |
$5.57K - $7.54K
|
756
$98.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.37% |
$557 - $754
|
1.62K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.5K- 2.22% |
$139K - $189K
|
66.1K
$8.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-42- 3.12% |
$3.9K - $5.28K
|
1.31K
$170K
|