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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 0.57% |
$5.68K - $6.69K
|
8.39K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-151- 1.6% |
$17.9K - $21.1K
|
9.26K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-62- 3.44% |
$7.34K - $8.65K
|
1.74K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 1.12% |
$4.85K - $5.72K
|
3.62K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57KNew |
$186K - $219K
|
1.57K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 5.43% |
$125K - $147K
|
18.4K
$2.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
200New |
$23.7K - $27.9K
|
200
$28.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.31% |
$1.42K - $1.67K
|
3.83K
$545K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.53% |
$118 - $139
|
189
$26.9K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 1.35% |
$178K - $209K
|
109K
$15.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.65KNew |
$195K - $230K
|
1.65K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 44.12% |
$166K - $195K
|
1.77K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-117- 3.6% |
$13.8K - $16.3K
|
3.13K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8- 0.4% |
$947 - $1.12K
|
1.98K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-226- 1.5% |
$26.8K - $31.5K
|
14.9K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
28+ 0.62% |
$3.31K - $3.9K
|
4.58K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.55KNew |
$183K - $216K
|
1.55K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.83K- 2.51% |
$572K - $674K
|
188K
$26.7M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.8KNew |
$214K - $252K
|
1.8K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.29% |
$3.91K - $4.6K
|
11.3K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-85- 0.96% |
$10.1K - $11.9K
|
8.81K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
746+ 3.48% |
$88.3K - $104K
|
22.2K
$3.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38- 2.04% |
$4.5K - $5.3K
|
1.83K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1- 0.19% |
$118 - $139
|
531
$75.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-398- 5.85% |
$47.1K - $55.5K
|
6.41K
$912K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
227+ 10.16% |
$26.9K - $31.7K
|
2.46K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
900+ 3.23% |
$107K - $126K
|
28.8K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 75.36% |
$196K - $231K
|
3.86K
$549K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 2.0% |
$5.92K - $6.97K
|
2.55K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$829 - $976
|
4.1K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
231+ 10.45% |
$27.3K - $32.2K
|
2.44K
$348K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
93+ 0.57% |
$11K - $13K
|
16.4K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.39K- 9.42% |
$993K - $1.17M
|
80.7K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.44K- 14.03% |
$407K - $480K
|
21.1K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3K- 47.25% |
$355K - $418K
|
3.34K
$476K
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-367- 16.73% |
$43.4K - $51.2K
|
1.83K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.93K+ 84.4% |
$702K - $827K
|
13K
$1.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.7K+ 57.43% |
$2.46M - $2.89M
|
56.9K
$8.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.43K+ 3.64% |
$406K - $478K
|
97.5K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-543- 0.98% |
$64.3K - $75.7K
|
54.9K
$7.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30+ 1.31% |
$3.55K - $4.18K
|
2.31K
$329K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.02K+ 6.78% |
$358K - $422K
|
47.7K
$6.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.68% |
$118 - $139
|
147
$20.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-2.5K- 1.8% |
$295K - $348K
|
136K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.25K+ 36.91% |
$148K - $175K
|
4.65K
$662K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-423- 6.95% |
$50.1K - $59K
|
5.66K
$806K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 89.2% |
$276K - $325K
|
4.94K
$703K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 1.78% |
$6.51K - $7.67K
|
3.15K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.1K- 35.7% |
$1.78M - $2.1M
|
27.1K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.26K+ 7.37% |
$267K - $315K
|
32.8K
$4.67M
|
|