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 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$34.2K - $39.5K
|
84.4K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.6K- 8.21% |
$752K - $868K
|
73.8K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 9.38% |
$118K - $136K
|
12.1K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 3.07% |
$132K - $152K
|
38.8K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
14.6K+ 15.58% |
$1.67M - $1.92M
|
108K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-117K- 23.59% |
$13.3M - $15.3M
|
378K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.45K- 15.83% |
$735K - $848K
|
34.3K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
315+ 3.08% |
$35.9K - $41.4K
|
10.5K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$26.1K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-345- 1.24% |
$39.3K - $45.4K
|
27.5K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-639- 6.7% |
$72.8K - $84.1K
|
8.9K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
SELL
|
CALL |
-76- 19.19% |
$8.66K - $10K
|
320
$41.8K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
138New |
$15.7K - $18.2K
|
138
$18K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.02K+ 11.08% |
$344K - $397K
|
30.2K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.54K- 22.98% |
$176K - $203K
|
5.17K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
442+ 35.85% |
$50.4K - $58.1K
|
1.68K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.04% |
$4.22K - $4.87K
|
3.61K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 2.09% |
$4.33K - $5K
|
1.86K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.83KNew |
$209K - $241K
|
1.83K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 1.48% |
$179K - $207K
|
107K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 0.59% |
$4.56K - $5.26K
|
6.88K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.27K- 13.63% |
$145K - $167K
|
8.06K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-708- 0.97% |
$80.7K - $93.1K
|
72K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-27.5K- 3.94% |
$3.13M - $3.61M
|
670K
$87.5M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.5% |
$2.85K - $3.29K
|
4.98K
$650K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
447+ 1.58% |
$50.9K - $58.8K
|
28.7K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 8.63% |
$342K - $395K
|
37.8K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 1.22% |
$11.3K - $13K
|
8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.66K- 6.24% |
$189K - $218K
|
25K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 6.61% |
$17.1K - $19.7K
|
2.12K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-947- 4.73% |
$108K - $125K
|
19.1K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
126KNew |
$14.4M - $16.6M
|
126K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
388+ 5.93% |
$44.2K - $51K
|
6.93K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
366+ 3.45% |
$41.7K - $48.1K
|
11K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
39.3K+ 2.65% |
$4.47M - $5.16M
|
1.52M
$198M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 52.83% |
$1.55M - $1.79M
|
39.3K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.44M- 48.96% |
$506M - $585M
|
4.63M
$605M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-13.1K- 18.07% |
$1.49M - $1.72M
|
59.4K
$7.75M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.45K
|
3.79K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-794- 11.78% |
$90.5K - $104K
|
5.95K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
40+ 0.12% |
$4.56K - $5.26K
|
33.6K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$456 - $526
|
3.29K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-149K- 3.26% |
$17M - $19.7M
|
4.44M
$579M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.12K+ 52.33% |
$128K - $148K
|
3.27K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.6% |
$3.3K - $3.81K
|
4.81K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.88K+ 361.86% |
$1.01M - $1.17M
|
11.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$1.48K - $1.71K
|
7.07K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.09K- 1.97% |
$124K - $144K
|
54.4K
$7.1M
|