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 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-46- 2.46% |
$5.24K - $6.05K
|
1.83K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
609+ 11.06% |
$69.4K - $80.1K
|
6.12K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 41.87% |
$222K - $257K
|
2.71K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.84K- 2.32% |
$209K - $241K
|
77.1K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
218+ 10.69% |
$24.8K - $28.7K
|
2.26K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-23- 0.6% |
$2.62K - $3.03K
|
3.79K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.28K- 6.4% |
$145K - $168K
|
18.6K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$7.06K - $8.16K
|
62
$8.09K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
153New |
$17.4K - $20.1K
|
153
$20K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
42.8K+ 26.54% |
$4.88M - $5.64M
|
204K
$26.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 15.27% |
$173K - $200K
|
11.4K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67New |
$7.63K - $8.81K
|
67
$8.74K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-33.1K- 86.43% |
$3.77M - $4.36M
|
5.2K
$679K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
27+ 24.77% |
$3.08K - $3.55K
|
136
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-543- 2.26% |
$61.9K - $71.4K
|
23.5K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-74.6K- 25.91% |
$8.49M - $9.81M
|
213K
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.19% |
$1.48K - $1.71K
|
6.67K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$114 - $132
|
1.87K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-55- 2.97% |
$6.27K - $7.24K
|
1.8K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.09K+ 39.29% |
$124K - $144K
|
3.87K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-825- 28.11% |
$94K - $109K
|
2.11K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-340- 9.34% |
$38.7K - $44.7K
|
3.3K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.5K+ 220.24% |
$1.77M - $2.04M
|
22.5K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-331- 14.94% |
$37.7K - $43.5K
|
1.89K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.88% |
$8.54K - $9.87K
|
4.06K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 1.6% |
$15.3K - $17.6K
|
8.5K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 29.8% |
$603K - $696K
|
12.5K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
99New |
$11.3K - $13K
|
99
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 34.52% |
$192K - $222K
|
3.2K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-645- 3.58% |
$73.5K - $84.8K
|
17.4K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 6.71% |
$126K - $146K
|
15.4K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-52- 0.46% |
$5.92K - $6.84K
|
11.3K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
160+ 1.66% |
$18.2K - $21K
|
9.82K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.57KNew |
$293K - $338K
|
2.57K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.69K+ 21.92% |
$534K - $616K
|
26.1K
$3.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-86- 2.17% |
$9.8K - $11.3K
|
3.87K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-195- 0.59% |
$22.2K - $25.7K
|
32.9K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-287- 1.73% |
$32.7K - $37.8K
|
16.3K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12K+ 525.5% |
$1.37M - $1.58M
|
14.3K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
232+ 1.17% |
$26.4K - $30.5K
|
20.1K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-787- 12.49% |
$89.7K - $104K
|
5.51K
$720K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 5.38% |
$547K - $632K
|
94.1K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 9.29% |
$1.34M - $1.55M
|
138K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-27.2K- 12.88% |
$3.1M - $3.58M
|
184K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.64KNew |
$187K - $216K
|
1.64K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $132
|
4.88K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.14K - $1.32K
|
40.5K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 22.58% |
$495K - $572K
|
23.6K
$3.08M
|