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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 1.57% |
$1.44M - $1.66M
|
813K
$106M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-17K- 79.98% |
$1.94M - $2.24M
|
4.26K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 2.95% |
$983K - $1.13M
|
301K
$39.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-430- 11.7% |
$49K - $56.6K
|
3.25K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.31K+ 42.97% |
$150K - $173K
|
4.37K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.21K+ 5.85% |
$251K - $290K
|
39.9K
$5.21M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-213- 2.47% |
$24.3K - $28K
|
8.41K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.2K+ 7.17% |
$1.39M - $1.61M
|
183K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
131+ 35.22% |
$14.9K - $17.2K
|
503
$65.6K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 2.07% |
$4.67K - $5.39K
|
1.94K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-1.06M- 99.06% |
$121M - $140M
|
10K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-715- 4.7% |
$81.5K - $94.1K
|
14.5K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 34.4% |
$9.8K - $11.3K
|
336
$43.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
374+ 1968.42% |
$42.6K - $49.2K
|
393
$51.3K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 0.62% |
$2.28K - $2.63K
|
3.2K
$418K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$114 - $132
|
1.95K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281+ 35.44% |
$32K - $37K
|
1.07K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
77K+ 36.56% |
$8.77M - $10.1M
|
288K
$37.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.9K+ 44.99% |
$1.69M - $1.95M
|
47.9K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.88K- 6.24% |
$214K - $247K
|
28.2K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-700- 18.42% |
$79.8K - $92.1K
|
3.1K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
534+ 11.16% |
$60.8K - $70.2K
|
5.32K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.98% |
$2.05K - $2.37K
|
623
$81.3K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 32.0% |
$911 - $1.05K
|
17
$2.22K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.08K- 3.83% |
$465K - $537K
|
102K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-650- 30.88% |
$74.1K - $85.5K
|
1.46K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
625+ 14.78% |
$71.2K - $82.2K
|
4.85K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
744+ 6.75% |
$84.8K - $97.9K
|
11.8K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.02KNew |
$458K - $529K
|
4.02K
$525K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27.4K+ 317.87% |
$3.12M - $3.6M
|
36K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$45.6K - $52.6K
|
400
$52.2K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
647New |
$73.7K - $85.1K
|
647
$84.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 7.68% |
$226K - $261K
|
27.8K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180+ 74.69% |
$20.5K - $23.7K
|
421
$54.9K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
66+ 1.7% |
$7.52K - $8.68K
|
3.94K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-782- 28.52% |
$89.1K - $103K
|
1.96K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.11K- 20.74% |
$241K - $278K
|
8.07K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-885- 2.33% |
$101K - $116K
|
37.1K
$4.85M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 39.61% |
$243K - $280K
|
3.25K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-170- 0.13% |
$19.4K - $22.4K
|
134K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
131KNew |
$14.9M - $17.2M
|
131K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 96.61% |
$1.15M - $1.33M
|
20.5K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.24K- 97.82% |
$710K - $820K
|
139
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
106New |
$12.1K - $13.9K
|
106
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
377K+ 11.08% |
$43M - $49.6M
|
3.78M
$493M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 10.27% |
$289K - $333K
|
22.1K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-111K- 0.27% |
$12.7M - $14.6M
|
40.4M
$5.27B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
124+ 33.33% |
$14.1K - $16.3K
|
496
$64.7K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.81% |
$8.54K - $9.87K
|
4.06K
$530K
|