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
|
Bank Ozk
|
BUY
|
- |
2.93K+ 26.95% |
$333K - $385K
|
13.8K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 13.97% |
$621K - $717K
|
44.5K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-320- 2.31% |
$36.5K - $42.1K
|
13.5K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
313+ 0.74% |
$35.7K - $41.2K
|
42.8K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.4K+ 20.59% |
$8.7M - $10.1M
|
447K
$58.4M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.12KNew |
$1.04M - $1.2M
|
9.12K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
168+ 0.44% |
$19.1K - $22.1K
|
38.1K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
107+ 0.62% |
$12.2K - $14.1K
|
17.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.69% |
$114 - $132
|
145
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-9.75K- 68.84% |
$1.11M - $1.28M
|
4.41K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.3KNew |
$262K - $302K
|
2.3K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-143- 0.3% |
$16.3K - $18.8K
|
48.1K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
87.7K+ 13.45% |
$9.99M - $11.5M
|
739K
$96.5M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-42.7K- 6.05% |
$4.87M - $5.62M
|
664K
$86.7M
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
238New |
$27.1K - $31.3K
|
238
$31.1K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
876New |
$99.8K - $115K
|
876
$114K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-17.7K- 1.5% |
$2.02M - $2.33M
|
1.16M
$152M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
108K+ 31.6% |
$12.4M - $14.3M
|
452K
$59M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-36K- 24.32% |
$4.1M - $4.74M
|
112K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-536- 24.5% |
$61.1K - $70.5K
|
1.65K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.01K+ 7.58% |
$229K - $264K
|
28.5K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-761K- 67.09% |
$86.7M - $100M
|
373K
$48.7M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
68.7KNew |
$7.82M - $9.03M
|
68.7K
$8.96M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 1.64% |
$4.33K - $5K
|
2.35K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10+ 0.27% |
$1.14K - $1.32K
|
3.67K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1+ 0.01% |
$114 - $132
|
11.9K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.05K- 12.32% |
$234K - $270K
|
14.6K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-103- 4.38% |
$11.7K - $13.5K
|
2.25K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 0.41% |
$1.37K - $1.58K
|
2.96K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
645+ 16.48% |
$73.5K - $84.8K
|
4.56K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-889- 7.04% |
$101K - $117K
|
11.7K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-103- 4.21% |
$11.7K - $13.5K
|
2.35K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
989K+ 57.23% |
$113M - $130M
|
2.72M
$355M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
397+ 34.43% |
$45.2K - $52.2K
|
1.55K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
214+ 6.32% |
$24.4K - $28.2K
|
3.6K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-485- 10.21% |
$55.3K - $63.8K
|
4.26K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
1.17M+ 57.48% |
$133M - $153M
|
3.2M
$417M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-288- 0.51% |
$32.8K - $37.9K
|
56.6K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
326+ 1.11% |
$37.1K - $42.9K
|
29.7K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
21.8KNew |
$2.48M - $2.87M
|
21.8K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
699+ 18.39% |
$79.6K - $92K
|
4.5K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.02% |
$1.6K - $1.84K
|
1.35K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
741+ 12.76% |
$84.4K - $97.5K
|
6.55K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
420+ 90.52% |
$47.9K - $55.3K
|
884
$115K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
54+ 1.39% |
$6.15K - $7.1K
|
3.94K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7K+ 5.28% |
$797K - $921K
|
139K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-36.8K- 92.18% |
$4.19M - $4.84M
|
3.12K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.39K- 10.33% |
$386K - $446K
|
29.4K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$68.9K - $79.6K
|
605
$79K
|