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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-53- 17.61% |
$4.92K - $6.66K
|
248
$32.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$42.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 3.59% |
$6.69K - $9.05K
|
2.08K
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.32% |
$6.04K - $8.17K
|
20.5K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-90- 1.0% |
$8.36K - $11.3K
|
8.94K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-238- 9.69% |
$22.1K - $29.9K
|
2.22K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
148+ 0.31% |
$13.7K - $18.6K
|
47.9K
$6.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.5KNew |
$232K - $314K
|
2.5K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.19K- 10.87% |
$111K - $150K
|
9.77K
$1.27M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.58% |
$464 - $629
|
872
$114K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 1.46% |
$3.06K - $4.15K
|
2.24K
$292K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.76% |
$3.44K - $4.65K
|
2.14K
$279K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 7.88% |
$18.6K - $25.1K
|
2.34K
$305K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$256K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
415+ 3.38% |
$38.5K - $52.2K
|
12.7K
$1.66M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-238- 7.47% |
$22.1K - $29.9K
|
2.95K
$384K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 1.35% |
$186 - $251
|
150
$19.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 36.16% |
$170K - $231K
|
3.24K
$423K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.22% |
$18.6K - $25.1K
|
16.2K
$2.11M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
547New |
$62.3K - $72K
|
547
$71.4K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-193K- 80.26% |
$22M - $25.4M
|
47.5K
$6.21M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
52.8KNew |
$6.02M - $6.95M
|
52.8K
$6.89M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18+ 0.95% |
$2.05K - $2.37K
|
1.91K
$249K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25+ 9.09% |
$2.85K - $3.29K
|
300
$39.2K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.01K+ 33.31% |
$115K - $133K
|
4.05K
$528K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$38.2K - $44.1K
|
335
$43.7K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
392+ 10.71% |
$44.7K - $51.6K
|
4.05K
$529K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
612New |
$69.7K - $80.5K
|
612
$79.9K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
718+ 8.79% |
$81.8K - $94.5K
|
8.89K
$1.16M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.74% |
$5.7K - $6.58K
|
6.72K
$877K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.8K- 62.76% |
$8.52M - $9.84M
|
44.4K
$5.79M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-775- 3.63% |
$88.3K - $102K
|
20.6K
$2.68M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4K+ 6.73% |
$456K - $526K
|
63.4K
$8.28M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
79+ 0.71% |
$9K - $10.4K
|
11.2K
$1.46M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.72KNew |
$196K - $226K
|
1.72K
$224K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-8.57K- 30.33% |
$976K - $1.13M
|
19.7K
$2.57M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 37.22% |
$311K - $359K
|
4.61K
$602K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 65.3% |
$490K - $566K
|
2.29K
$298K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-448- 4.89% |
$51K - $58.9K
|
8.72K
$1.14M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.18KNew |
$248K - $287K
|
2.18K
$284K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.73KNew |
$424K - $490K
|
3.73K
$486K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14K- 35.57% |
$1.59M - $1.84M
|
25.3K
$3.31M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.67KNew |
$191K - $220K
|
1.67K
$218K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-865- 16.77% |
$98.5K - $114K
|
4.29K
$560K
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-979- 4.72% |
$112K - $129K
|
19.7K
$2.58M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
37.6K+ 1.48% |
$4.28M - $4.94M
|
2.57M
$336M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
314+ 12.11% |
$35.8K - $41.3K
|
2.91K
$379K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.03% |
$114 - $132
|
3.29K
$429K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-14.4K- 8.53% |
$1.64M - $1.89M
|
154K
$20.1M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$684 - $789
|
6
$783
|
|