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
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3- 0.74% |
$342 - $395
|
400
$52.2K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.59K+ 37.37% |
$181K - $209K
|
5.83K
$761K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100K+ 3.34% |
$11.4M - $13.2M
|
3.1M
$405M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
856+ 12.96% |
$97.5K - $113K
|
7.46K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-129- 3.25% |
$14.7K - $17K
|
3.84K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
112+ 6.0% |
$12.8K - $14.7K
|
1.98K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
15+ 0.83% |
$1.71K - $1.97K
|
1.82K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.75K- 12.45% |
$313K - $361K
|
19.3K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.83% |
$1.71K - $1.97K
|
1.81K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.92KNew |
$218K - $252K
|
1.92K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.3KNew |
$489K - $565K
|
4.3K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.7K- 54.31% |
$3.73M - $4.31M
|
27.5K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.92K+ 18.91% |
$333K - $384K
|
18.4K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-10.3K- 58.19% |
$1.17M - $1.35M
|
7.4K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.68K
|
12.2K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-314- 1.69% |
$35.8K - $41.3K
|
18.2K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.77K- 26.68% |
$315K - $364K
|
7.61K
$993K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-760- 28.71% |
$86.6K - $100K
|
1.89K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.07K+ 166.77% |
$122K - $141K
|
1.72K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 47.61% |
$129K - $149K
|
3.52K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18.7K- 38.27% |
$2.13M - $2.46M
|
30.2K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-114- 0.73% |
$13K - $15K
|
15.6K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 49.14% |
$373K - $431K
|
3.39K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$5.7K - $6.58K
|
16.3K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.29K+ 44.47% |
$717K - $828K
|
20.4K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-20- 0.59% |
$2.28K - $2.63K
|
3.36K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-381- 13.4% |
$43.4K - $50.1K
|
2.46K
$321K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
236+ 11.82% |
$26.9K - $31K
|
2.23K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$228 - $263
|
17.3K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.65K- 1.95% |
$188K - $218K
|
83.1K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.62K- 34.32% |
$185K - $214K
|
3.11K
$406K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
689+ 12.41% |
$78.5K - $90.6K
|
6.24K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 13.64% |
$1.71K - $1.97K
|
125
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.39% |
$24.5K - $28.3K
|
55.3K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
131+ 0.38% |
$14.9K - $17.2K
|
35K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$114 - $132
|
108
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 1.76% |
$8.77K - $10.1K
|
4.31K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.31% |
$5.58K - $6.45K
|
3.79K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.05K+ 2.14% |
$461K - $532K
|
193K
$25.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-207- 2.76% |
$23.6K - $27.2K
|
7.3K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-198- 7.38% |
$22.6K - $26K
|
2.49K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.59K+ 55.58% |
$409K - $472K
|
10K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
726+ 35.43% |
$82.7K - $95.5K
|
2.78K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
1.04K+ 0.77% |
$118K - $136K
|
135K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
726+ 0.21% |
$82.7K - $95.5K
|
350K
$45.7M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-63- 2.14% |
$7.18K - $8.29K
|
2.89K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
386+ 10.53% |
$44K - $50.8K
|
4.05K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 0.45% |
$1.03K - $1.18K
|
2.01K
$262K
|