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 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-323- 17.56% |
$38.2K - $45K
|
1.52K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-96- 2.81% |
$11.4K - $13.4K
|
3.32K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
50+ 45.05% |
$5.92K - $6.97K
|
161
$22.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-182- 9.8% |
$21.5K - $25.4K
|
1.68K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75+ 1.24% |
$8.88K - $10.5K
|
6.12K
$872K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.03K- 0.36% |
$122K - $143K
|
282K
$40.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
8+ 1.01% |
$947 - $1.12K
|
801
$114K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-398- 6.29% |
$47.1K - $55.5K
|
5.93K
$843K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.49% |
$1.42K - $1.67K
|
818
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-195- 20.35% |
$23.1K - $27.2K
|
763
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 21.25% |
$2.01K - $2.37K
|
97
$13.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
78+ 15.66% |
$9.23K - $10.9K
|
576
$82K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 12.39% |
$122K - $144K
|
9.38K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-787- 0.8% |
$93.2K - $110K
|
97.4K
$13.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-17- 0.67% |
$2.01K - $2.37K
|
2.53K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-221- 0.07% |
$26.2K - $30.8K
|
306K
$43.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-11- 45.83% |
$1.3K - $1.53K
|
13
$1.85K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
6.91KNew |
$818K - $964K
|
6.91K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$4.38K - $5.16K
|
37
$5.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-14.8K- 25.82% |
$1.75M - $2.06M
|
42.5K
$6.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.26K+ 11.82% |
$149K - $176K
|
11.9K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.3K+ 25.43% |
$273K - $321K
|
11.4K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 3.31% |
$710 - $837
|
187
$26.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-148- 5.71% |
$17.5K - $20.6K
|
2.45K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 34.8% |
$285K - $336K
|
9.34K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
241+ 100.84% |
$28.5K - $33.6K
|
480
$68.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.79K- 8.38% |
$211K - $249K
|
19.5K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$355 - $418
|
3
$427
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-175- 9.47% |
$20.7K - $24.4K
|
1.67K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
142+ 1.47% |
$16.8K - $19.8K
|
9.81K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$191K - $225K
|
1.61K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.15K+ 37.58% |
$136K - $160K
|
4.19K
$597K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.45% |
$271K - $319K
|
33K
$4.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.02K+ 7.01% |
$121K - $143K
|
15.6K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
152+ 9.87% |
$18K - $21.2K
|
1.69K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
41+ 1.0% |
$4.85K - $5.72K
|
4.12K
$587K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
178New |
$21.1K - $24.8K
|
178
$25.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.83KNew |
$217K - $255K
|
1.83K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-139K- 93.09% |
$16.4M - $19.3M
|
10.3K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.08KNew |
$365K - $430K
|
3.08K
$439K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
335+ 1.08% |
$39.7K - $46.7K
|
31.2K
$4.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 1.78% |
$10.4K - $12.3K
|
5.04K
$717K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-639- 4.04% |
$75.6K - $89.1K
|
15.2K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-80- 0.3% |
$9.47K - $11.2K
|
26.2K
$3.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
679+ 37.95% |
$80.4K - $94.7K
|
2.47K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-83- 2.42% |
$9.82K - $11.6K
|
3.35K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
131+ 7.46% |
$15.5K - $18.3K
|
1.89K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
14.9K+ 38.03% |
$1.76M - $2.07M
|
54K
$7.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-212- 5.25% |
$25.1K - $29.6K
|
3.83K
$545K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2- 0.09% |
$237 - $279
|
2.2K
$313K
|
|