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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.86K- 7.13% |
$668K - $771K
|
76.4K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
507+ 0.21% |
$57.8K - $66.7K
|
244K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
266+ 2.74% |
$30.3K - $35K
|
9.96K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16K+ 53.32% |
$1.82M - $2.1M
|
45.9K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.15K+ 2.41% |
$701K - $809K
|
262K
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.66K+ 3.37% |
$303K - $350K
|
81.5K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
864+ 0.84% |
$98.4K - $114K
|
104K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-400- 4.16% |
$45.6K - $52.6K
|
9.21K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
42.8K+ 16.72% |
$4.88M - $5.63M
|
299K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
22.3K+ 5.66% |
$2.54M - $2.93M
|
416K
$54.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.33K+ 10.24% |
$380K - $438K
|
35.9K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
5.89KNew |
$671K - $774K
|
5.89K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.1K+ 40.68% |
$1.15M - $1.33M
|
34.9K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-147K- 53.23% |
$16.7M - $19.3M
|
129K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-128K- 85.48% |
$14.6M - $16.8M
|
21.7K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.86K+ 67.8% |
$211K - $244K
|
4.59K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.17K+ 26.75% |
$247K - $286K
|
10.3K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
6K+ 1.52% |
$684K - $789K
|
402K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.1K+ 587.35% |
$4.91M - $5.67M
|
50.4K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-8.53K- 19.75% |
$971K - $1.12M
|
34.7K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-23.1K- 47.14% |
$2.63M - $3.04M
|
25.9K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.67K+ 8.08% |
$190K - $220K
|
22.3K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.42K- 6.66% |
$161K - $186K
|
19.8K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-20.6K- 32.78% |
$2.35M - $2.71M
|
42.2K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
333+ 17.41% |
$37.9K - $43.8K
|
2.25K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-186K- 4.31% |
$21.2M - $24.5M
|
4.13M
$539M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.2K+ 1.04% |
$7.88M - $9.1M
|
6.75M
$880M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-26- 0.57% |
$2.96K - $3.42K
|
4.54K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.27M- 71.41% |
$600M - $693M
|
2.11M
$275M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
148K+ 189.87% |
$16.9M - $19.5M
|
226K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.46K- 3.17% |
$166K - $192K
|
44.7K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
805+ 24.66% |
$91.7K - $106K
|
4.07K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-120- 4.94% |
$13.7K - $15.8K
|
2.31K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.2K+ 28.67% |
$365K - $421K
|
14.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
44+ 0.85% |
$5.01K - $5.79K
|
5.2K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$199K - $230K
|
1.75K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 5.1% |
$1.3M - $1.5M
|
235K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 1.21% |
$1.03K - $1.18K
|
734
$95.8K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.43K+ 51.73% |
$391K - $451K
|
10.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.82K+ 353.97% |
$777K - $897K
|
8.75K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8K+ 378.47% |
$1.8M - $2.08M
|
20K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-229- 0.22% |
$26.1K - $30.1K
|
103K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.27K+ 2.73% |
$145K - $168K
|
48K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.59K- 0.92% |
$523K - $604K
|
493K
$64.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-583K- 38.95% |
$66.5M - $76.7M
|
914K
$119M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.04K- 2.63% |
$460K - $531K
|
150K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.7M+ 724.81% |
$421M - $486M
|
4.21M
$549M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
25K+ 500.0% |
$2.85M - $3.29M
|
30K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.95K- 38.49% |
$450K - $520K
|
6.31K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-75.9K- 89.9% |
$8.64M - $9.98M
|
8.52K
$1.11M
|