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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3New |
$355 - $418
|
3
$427
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.73K- 7.46% |
$441K - $520K
|
46.2K
$6.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-13- 0.62% |
$1.54K - $1.81K
|
2.07K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
475+ 10.6% |
$56.2K - $66.2K
|
4.96K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 9.39% |
$156K - $184K
|
12.7K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.53KNew |
$181K - $213K
|
1.53K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.7KNew |
$3.63M - $4.28M
|
30.7K
$4.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
337+ 1.7% |
$39.9K - $47K
|
20.2K
$2.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
75New |
$8.88K - $10.5K
|
75
$10.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.34% |
$3.31K - $3.9K
|
8.16K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.06% |
$473 - $558
|
6.57K
$935K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.56K+ 0.8% |
$895K - $1.05M
|
949K
$135M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-230- 8.47% |
$27.2K - $32.1K
|
2.48K
$354K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-142- 0.66% |
$16.8K - $19.8K
|
21.3K
$3.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5- 2.39% |
$592 - $697
|
204
$29K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 0.51% |
$131K - $155K
|
219K
$31.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 1.45% |
$5.56K - $6.55K
|
3.29K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
566+ 10.02% |
$67K - $78.9K
|
6.21K
$884K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 0.13% |
$1.78K - $2.09K
|
11.3K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
170+ 9.37% |
$20.1K - $23.7K
|
1.99K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-97- 44.29% |
$11.5K - $13.5K
|
122
$17.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17- 0.2% |
$2.01K - $2.37K
|
8.32K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
25+ 15.15% |
$2.96K - $3.49K
|
190
$27K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-40- 0.65% |
$4.73K - $5.58K
|
6.07K
$864K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8.34K- 79.19% |
$987K - $1.16M
|
2.19K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.3K- 37.08% |
$983K - $1.16M
|
14.1K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.28K+ 10.66% |
$388K - $457K
|
34K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.75KNew |
$207K - $243K
|
1.75K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.8KNew |
$213K - $251K
|
1.8K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
7.11KNew |
$841K - $991K
|
7.11K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
237+ 1.1% |
$28.1K - $33.1K
|
21.8K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
248+ 8.59% |
$29.4K - $34.6K
|
3.14K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26KNew |
$267K - $315K
|
2.26K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.24K- 36.05% |
$266K - $313K
|
3.98K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.27% |
$592 - $697
|
1.85K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-68- 3.86% |
$8.05K - $9.48K
|
1.7K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.84KNew |
$217K - $256K
|
1.84K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-35.8K- 78.91% |
$4.24M - $5M
|
9.58K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-80- 1.42% |
$9.47K - $11.2K
|
5.56K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17+ 0.92% |
$2.01K - $2.37K
|
1.87K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.87K+ 90.05% |
$222K - $261K
|
3.95K
$563K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-36- 0.25% |
$4.26K - $5.02K
|
14.4K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-130- 6.32% |
$15.4K - $18.1K
|
1.93K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.99K- 9.92% |
$235K - $277K
|
18.1K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-14- 0.43% |
$1.66K - $1.95K
|
3.25K
$463K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.53KNew |
$181K - $213K
|
1.53K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
77+ 2.5% |
$9.11K - $10.7K
|
3.16K
$450K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
225+ 8.51% |
$26.6K - $31.4K
|
2.87K
$408K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
770+ 10.19% |
$91.1K - $107K
|
8.32K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.99K- 16.57% |
$1.18M - $1.39M
|
50.3K
$7.16M
|
|