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 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.25K- 1.04% |
$143K - $165K
|
119K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$1.71K - $1.97K
|
10.3K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-19- 0.43% |
$2.16K - $2.5K
|
4.39K
$573K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$570 - $658
|
4.07K
$531K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-155- 2.3% |
$17.7K - $20.4K
|
6.59K
$860K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-20- 18.87% |
$2.28K - $2.63K
|
86
$11.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 61.19% |
$139K - $160K
|
772
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-23- 0.22% |
$2.62K - $3.03K
|
10.6K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-83- 2.52% |
$9.46K - $10.9K
|
3.22K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-214- 8.48% |
$24.4K - $28.2K
|
2.31K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
395+ 4.42% |
$45K - $52K
|
9.33K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
268+ 1.66% |
$30.5K - $35.3K
|
16.5K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.9KNew |
$217K - $250K
|
1.9K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5+ 0.15% |
$570 - $658
|
3.4K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
22+ 0.92% |
$2.51K - $2.89K
|
2.41K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.4K+ 6.51% |
$1.18M - $1.36M
|
169K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-289- 5.35% |
$32.9K - $38K
|
5.11K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-400- 0.18% |
$45.6K - $52.6K
|
220K
$28.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84+ 1.72% |
$9.57K - $11.1K
|
4.96K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-757- 3.78% |
$86.2K - $99.6K
|
19.3K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250+ 125.0% |
$28.5K - $32.9K
|
450
$58.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-115- 0.32% |
$13.1K - $15.1K
|
35.8K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-10- 0.26% |
$1.14K - $1.32K
|
3.88K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $132
|
4.14K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-42- 1.39% |
$4.79K - $5.53K
|
2.98K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
260+ 5.68% |
$29.6K - $34.2K
|
4.84K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.58K- 7.89% |
$180K - $207K
|
18.4K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
236K+ 170.48% |
$26.8M - $31M
|
374K
$48.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.19K- 2.32% |
$250K - $288K
|
92.2K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
108+ 3.44% |
$12.3K - $14.2K
|
3.25K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
175New |
$19.9K - $23K
|
175
$22.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
505+ 17.65% |
$57.5K - $66.4K
|
3.37K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.8K- 40.02% |
$1.35M - $1.56M
|
17.8K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 0.81% |
$14K - $16.2K
|
15.3K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.36% |
$7.29K - $8.42K
|
17.6K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.1% |
$15.8K - $18.3K
|
3.25K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.28K- 17.52% |
$146K - $169K
|
6.04K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 6.08% |
$8.77K - $10.1K
|
1.19K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
173+ 9.5% |
$19.7K - $22.8K
|
2K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.57% |
$154K - $178K
|
30.9K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.84KNew |
$209K - $242K
|
1.84K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-239- 5.31% |
$27.2K - $31.4K
|
4.26K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 6.32% |
$49K - $56.6K
|
6.37K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
832+ 7.97% |
$94.8K - $109K
|
11.3K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
338+ 10.96% |
$38.5K - $44.5K
|
3.42K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.5K- 14.84% |
$285K - $329K
|
14.3K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-33- 1.38% |
$3.76K - $4.34K
|
2.35K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 1.76% |
$1.03M - $1.19M
|
520K
$67.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 12.89% |
$391K - $451K
|
30.1K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$216K
|