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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.3K+ 2.55% |
$149K - $172K
|
52.4K
$6.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 3.42% |
$770K - $889K
|
191K
$24.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.8K+ 103.17% |
$8.06M - $9.31M
|
139K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 4.52% |
$166K - $191K
|
33.6K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$11.4K - $13.2K
|
112K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-19- 0.46% |
$2.16K - $2.5K
|
4.1K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 10.63% |
$28.5K - $32.9K
|
2.6K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-292- 3.45% |
$33.3K - $38.4K
|
8.18K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.63K- 26.57% |
$300K - $346K
|
7.27K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-604- 20.3% |
$68.8K - $79.5K
|
2.37K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-158- 3.78% |
$18K - $20.8K
|
4.03K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.4KNew |
$3.8M - $4.39M
|
33.4K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$68.4K - $78.9K
|
600
$78.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
563+ 0.96% |
$64.1K - $74.1K
|
59.2K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-603- 1.45% |
$68.7K - $79.3K
|
40.9K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.55K+ 45.33% |
$291K - $336K
|
8.19K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.5KNew |
$171K - $197K
|
1.5K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.8KNew |
$547K - $631K
|
4.8K
$626K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
88+ 2.87% |
$10K - $11.6K
|
3.16K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45+ 195.65% |
$5.13K - $5.92K
|
68
$8.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 50.0% |
$8.54M - $9.87M
|
75K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 45.34% |
$1.07M - $1.23M
|
30.1K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.49K- 1.96% |
$170K - $196K
|
74.3K
$9.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500+ 2.99% |
$57K - $65.8K
|
17.2K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.1K- 23.08% |
$809K - $935K
|
23.7K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.05K- 5.1% |
$119K - $138K
|
19.5K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$18.7K - $21.6K
|
527
$68.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-634- 1.7% |
$72.2K - $83.4K
|
36.7K
$4.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
457+ 13.94% |
$52.1K - $60.1K
|
3.74K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 2.31% |
$1.51M - $1.74M
|
587K
$76.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
480+ 2.41% |
$54.7K - $63.1K
|
20.4K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.7% |
$11.4K - $13.2K
|
2.6K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230New |
$26.2K - $30.3K
|
230
$30K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
385+ 5.0% |
$43.9K - $50.6K
|
8.08K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221New |
$25.2K - $29.1K
|
221
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.13K- 36.14% |
$129K - $148K
|
1.99K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.02K- 9.31% |
$914K - $1.06M
|
78.1K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$20.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
19.1K+ 1221.52% |
$2.17M - $2.51M
|
20.6K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-20- 8.47% |
$2.28K - $2.63K
|
216
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-25- 9.12% |
$2.85K - $3.29K
|
249
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-153- 2.75% |
$17.4K - $20.1K
|
5.4K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.39% |
$5.01K - $5.79K
|
1.89K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
772New |
$88K - $102K
|
772
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $395
|
2.27K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 1.91% |
$3.76M - $4.34M
|
1.76M
$230M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
200+ 17.78% |
$22.8K - $26.3K
|
1.33K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
SELL
|
- |
-9.44K- 61.79% |
$1.07M - $1.24M
|
5.84K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.05K- 96.67% |
$119K - $138K
|
36
$4.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$185K
|