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 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.43% |
$1.71K - $1.97K
|
3.45K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.92% |
$570 - $658
|
549
$71.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.12% |
$570 - $658
|
4.06K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.03% |
$11.4K - $13.2K
|
9.64K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-93- 0.31% |
$10.6K - $12.2K
|
30.3K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-8- 4.35% |
$911 - $1.05K
|
176
$23K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$50.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.41K+ 4.09% |
$161K - $185K
|
35.9K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
38+ 0.44% |
$4.33K - $5K
|
8.75K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-579- 2.01% |
$66K - $76.2K
|
28.2K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-9.23K- 43.46% |
$1.05M - $1.21M
|
12K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-6.98K- 6.06% |
$795K - $918K
|
108K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-827- 0.84% |
$94.2K - $109K
|
97.5K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 8.33% |
$1.37K - $1.58K
|
132
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-800- 13.03% |
$91.1K - $105K
|
5.34K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.83% |
$8.2K - $9.47K
|
8.56K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.27% |
$5.35K - $6.18K
|
17.5K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$342 - $395
|
529
$69K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.72K- 12.9% |
$196K - $226K
|
11.6K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.56% |
$456 - $526
|
724
$94.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.87K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-340- 1.97% |
$38.7K - $44.7K
|
16.9K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$4.05K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 2.63% |
$6.95K - $8.02K
|
2.38K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-193- 3.41% |
$22K - $25.4K
|
5.46K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-141- 3.93% |
$16.1K - $18.5K
|
3.45K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-311- 4.63% |
$35.4K - $40.9K
|
6.41K
$837K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 8.54% |
$57K - $65.8K
|
5.35K
$699K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.3K- 24.02% |
$1.28M - $1.48M
|
35.7K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.52% |
$163K - $189K
|
95.6K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
18+ 0.99% |
$2.05K - $2.37K
|
1.84K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 94.12% |
$252K - $291K
|
4.56K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 16.44% |
$1.37K - $1.58K
|
85
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-450- 4.73% |
$51.3K - $59.2K
|
9.07K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.31K+ 2.78% |
$149K - $172K
|
48.4K
$6.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 45.65% |
$203K - $235K
|
2.12K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-69- 2.91% |
$7.86K - $9.08K
|
2.3K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
927+ 4.6% |
$106K - $122K
|
21.1K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.84% |
$798 - $921
|
838
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 6.75% |
$61.4K - $70.9K
|
7.44K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.7K- 19.01% |
$650K - $750K
|
24.3K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.37K - $1.58K
|
2K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 4.11% |
$34.2K - $39.5K
|
6.99K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.8K- 37.42% |
$2.94M - $3.39M
|
43.1K
$5.63M
|