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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.95K+ 22.53% |
$792K - $914K
|
37.8K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.72K- 74.17% |
$538K - $621K
|
1.65K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.73K - $3.16K
|
24
$3.13K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-266- 11.46% |
$30.3K - $35K
|
2.06K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 4.63% |
$10.7K - $12.4K
|
2.13K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.56% |
$1.14K - $1.32K
|
1.78K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-53- 0.64% |
$6.04K - $6.97K
|
8.26K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
228+ 4.44% |
$26K - $30K
|
5.37K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-309- 1.39% |
$35.2K - $40.6K
|
21.9K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.89% |
$3.42K - $3.95K
|
3.34K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 14.55% |
$3.65K - $4.21K
|
252
$32.9K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.58K- 5.11% |
$294K - $339K
|
47.9K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
256+ 2.76% |
$29.2K - $33.7K
|
9.53K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 5.48% |
$59.8K - $69.1K
|
10.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-375- 2.96% |
$42.7K - $49.3K
|
12.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
608+ 4.38% |
$69.3K - $80K
|
14.5K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.1KNew |
$353K - $408K
|
3.1K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.47% |
$228 - $263
|
426
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.71% |
$1.61M - $1.86M
|
507K
$66.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$2.96K - $3.42K
|
2.96K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 6.18% |
$138K - $159K
|
18.3K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.24K+ 2.13% |
$483K - $558K
|
204K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.76K+ 24.09% |
$656K - $758K
|
29.7K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.45K
|
4.27K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
836+ 5.89% |
$95.2K - $110K
|
15K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-875- 1.66% |
$99.7K - $115K
|
51.8K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54- 0.93% |
$6.15K - $7.1K
|
5.77K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 0.83% |
$10.7K - $12.4K
|
11.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.5KNew |
$284K - $328K
|
2.5K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-226- 9.22% |
$25.7K - $29.7K
|
2.23K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-67.1K- 26.81% |
$7.65M - $8.83M
|
183K
$23.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2- 0.03% |
$228 - $263
|
6.08K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.48% |
$3.76K - $4.34K
|
6.9K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 22.17% |
$5.35K - $6.18K
|
259
$33.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 99.41% |
$516K - $596K
|
27
$3.52K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.01% |
$68.4K - $78.9K
|
19.3K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.71% |
$11.4K - $13.2K
|
5.74K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.3K+ 20.8% |
$1.63M - $1.89M
|
83.3K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.77K- 3.26% |
$201K - $232K
|
52.5K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
990+ 24.65% |
$113K - $130K
|
5.01K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-350- 15.3% |
$39.9K - $46K
|
1.94K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.29% |
$5.7K - $6.58K
|
2.24K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.74K+ 10.47% |
$426K - $491K
|
39.4K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 1.03% |
$2.85K - $3.29K
|
2.46K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-67- 19.14% |
$7.63K - $8.81K
|
283
$36.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-61- 70.93% |
$6.95K - $8.02K
|
25
$3.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 19.8% |
$344K - $398K
|
12.2K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-505- 7.27% |
$57.5K - $66.4K
|
6.44K
$840K
|