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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 4.9% |
$10.3K - $11.8K
|
1.93K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-34- 0.54% |
$3.87K - $4.47K
|
6.32K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
96+ 7.15% |
$10.9K - $12.6K
|
1.44K
$188K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.12K+ 9.09% |
$470K - $542K
|
49.5K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.99K+ 5.68% |
$226K - $261K
|
36.9K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.35% |
$1.03K - $1.18K
|
2.6K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 3.63% |
$10.3K - $11.8K
|
2.57K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-274- 0.53% |
$31.2K - $36K
|
51.4K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 25.58% |
$150K - $173K
|
6.45K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.32K- 0.58% |
$150K - $173K
|
224K
$29.3M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-710- 3.68% |
$80.9K - $93.4K
|
18.6K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
267+ 2.89% |
$30.4K - $35.1K
|
9.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-60.8K- 18.86% |
$6.93M - $8M
|
262K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$194K - $225K
|
1.71K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.45K
|
5.65K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.16% |
$1.25K - $1.45K
|
6.8K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.73K- 4.8% |
$425K - $490K
|
74K
$9.66M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
23.1KNew |
$2.63M - $3.04M
|
23.1K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$3.65K - $4.21K
|
3.4K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
139+ 3.86% |
$15.8K - $18.3K
|
3.74K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-201- 2.38% |
$22.9K - $26.4K
|
8.25K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 5.12% |
$17.8K - $20.5K
|
3.2K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.64KNew |
$414K - $479K
|
3.64K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
76.7KNew |
$8.74M - $10.1M
|
76.7K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-300- 61.1% |
$34.2K - $39.5K
|
191
$24.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.08K+ 12.44% |
$578K - $668K
|
45.9K
$5.99M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85KNew |
$211K - $243K
|
1.85K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.27K- 14.36% |
$372K - $430K
|
19.5K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
132+ 1.76% |
$15K - $17.4K
|
7.62K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.89KNew |
$215K - $249K
|
1.89K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.64K- 5.44% |
$642K - $742K
|
98.1K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-108- 5.58% |
$12.3K - $14.2K
|
1.83K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-88- 1.7% |
$10K - $11.6K
|
5.1K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 6.76% |
$570 - $658
|
79
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.89K- 43.34% |
$329K - $380K
|
3.77K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-235- 42.27% |
$26.8K - $30.9K
|
321
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.7KNew |
$194K - $224K
|
1.7K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
149+ 6.51% |
$17K - $19.6K
|
2.44K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
552+ 18.16% |
$62.9K - $72.6K
|
3.59K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-27- 0.91% |
$3.08K - $3.55K
|
2.96K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-353- 16.85% |
$40.2K - $46.4K
|
1.74K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.98% |
$114 - $132
|
101
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.3K- 3.22% |
$1.63M - $1.88M
|
430K
$56.1M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 2.93% |
$165K - $191K
|
48K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 41.03% |
$168K - $194K
|
2.11K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.27K+ 1.06% |
$145K - $168K
|
121K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3- 0.02% |
$342 - $395
|
15K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 310.0% |
$7.06K - $8.16K
|
82
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.05% |
$114 - $132
|
96
$12.5K
|