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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.91KNew |
$331K - $383K
|
2.91K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
49+ 1.62% |
$5.58K - $6.45K
|
3.07K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.55K- 14.29% |
$860K - $993K
|
45.3K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
828+ 13.73% |
$94.3K - $109K
|
6.86K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.47K- 48.5% |
$395K - $457K
|
3.69K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-69.7K- 27.32% |
$7.94M - $9.17M
|
186K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$114 - $132
|
5.08K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $132
|
10.1K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-288- 7.43% |
$32.8K - $37.9K
|
3.59K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
170+ 5.9% |
$19.4K - $22.4K
|
3.05K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 3.55% |
$149K - $172K
|
35.6K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 49.57% |
$611K - $706K
|
5.46K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
66+ 0.98% |
$7.52K - $8.68K
|
6.83K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
51+ 0.62% |
$5.81K - $6.71K
|
8.29K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.66% |
$3.65K - $4.21K
|
4.86K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.57K+ 3.71% |
$406K - $469K
|
99.6K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-278- 2.1% |
$31.7K - $36.6K
|
13K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
39+ 0.64% |
$4.44K - $5.13K
|
6.16K
$804K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
226+ 11.13% |
$25.7K - $29.7K
|
2.26K
$294K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-273- 3.57% |
$31.1K - $35.9K
|
7.37K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-108- 3.97% |
$12.3K - $14.2K
|
2.61K
$341K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 113.23% |
$353K - $408K
|
5.83K
$761K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
92New |
$10.5K - $12.1K
|
92
$12K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
687+ 5.95% |
$78.3K - $90.4K
|
12.2K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.5K+ 628.74% |
$5.19M - $5.99M
|
52.8K
$6.89M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 18.32% |
$4.22K - $4.87K
|
239
$31.2K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.22K- 35.16% |
$139K - $161K
|
2.25K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.45K- 3.46% |
$165K - $191K
|
40.6K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 165.0% |
$1.36M - $1.57M
|
19.1K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
158+ 0.19% |
$18K - $20.8K
|
82.5K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
178+ 5.39% |
$20.3K - $23.4K
|
3.48K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-293K- 24.61% |
$33.4M - $38.6M
|
899K
$117M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
25.2K+ 93.33% |
$2.87M - $3.32M
|
52.2K
$6.81M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
47.9K+ 23.36% |
$5.45M - $6.3M
|
253K
$33M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.31% |
$114 - $132
|
322
$42K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-150- 95.54% |
$17.1K - $19.7K
|
7
$914
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-34- 2.08% |
$3.87K - $4.47K
|
1.6K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-95- 4.43% |
$10.8K - $12.5K
|
2.05K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$911 - $1.05K
|
1.77K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 8.97% |
$1.48K - $1.71K
|
158
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 14.84% |
$51.6K - $59.6K
|
3.51K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-10K- 33.11% |
$1.14M - $1.32M
|
20.2K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 24.66% |
$66.8K - $77.1K
|
2.96K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20+ 0.7% |
$2.28K - $2.63K
|
2.88K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$94.4K - $109K
|
829
$108K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-112K- 10.1% |
$12.7M - $14.7M
|
996K
$130M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 2.91% |
$10.6K - $12.2K
|
3.11K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
340+ 6.31% |
$38.7K - $44.7K
|
5.73K
$748K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 41.41% |
$22.8K - $26.3K
|
283
$36.9K
|