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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
359+ 7.01% |
$40.9K - $47.2K
|
5.48K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-257- 3.13% |
$29.3K - $33.8K
|
7.96K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-696- 3.91% |
$79.3K - $91.6K
|
17.1K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
57.4K+ 85.3% |
$6.54M - $7.55M
|
125K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 3.7% |
$8.43K - $9.73K
|
2.07K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.4K+ 12.09% |
$1.87M - $2.16M
|
152K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
17.1K+ 34.61% |
$1.95M - $2.25M
|
66.5K
$8.68M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
280+ 11.0% |
$31.9K - $36.8K
|
2.83K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.82% |
$228 - $263
|
247
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-119- 5.94% |
$13.6K - $15.7K
|
1.89K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219+ 0.62% |
$25K - $28.8K
|
35.5K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-126K- 7.89% |
$14.3M - $16.5M
|
1.47M
$192M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-296K- 81.33% |
$33.7M - $39M
|
68K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-283K- 40.83% |
$32.2M - $37.2M
|
410K
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.79KNew |
$887K - $1.02M
|
7.79K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-98- 2.85% |
$11.2K - $12.9K
|
3.35K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.94K+ 77.72% |
$335K - $387K
|
6.72K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-142- 6.65% |
$16.2K - $18.7K
|
1.99K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18.9K+ 78.92% |
$2.16M - $2.49M
|
42.9K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.4K- 6.74% |
$387K - $447K
|
47K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.1KNew |
$125K - $145K
|
1.1K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.96K- 3.29% |
$565K - $652K
|
146K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
84.4K+ 65.3% |
$9.62M - $11.1M
|
214K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 74.72% |
$53.9K - $62.2K
|
160
$20.9K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.04K- 1.87% |
$233K - $269K
|
107K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7+ 0.09% |
$798 - $921
|
7.72K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
245+ 9.96% |
$27.9K - $32.2K
|
2.71K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
394+ 77.1% |
$44.9K - $51.8K
|
905
$118K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.51K+ 307.08% |
$969K - $1.12M
|
11.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 9.23% |
$3.42K - $3.95K
|
295
$38.5K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 6.08% |
$34.2K - $39.5K
|
4.64K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-110K- 94.92% |
$12.5M - $14.5M
|
5.89K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-4.1K- 10.49% |
$467K - $539K
|
35K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.31K+ 60.1% |
$263K - $303K
|
6.14K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
74.2K+ 249.83% |
$8.45M - $9.76M
|
104K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-30.3K- 3.05% |
$3.45M - $3.98M
|
964K
$126M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-969- 5.18% |
$110K - $127K
|
17.7K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-37.1K- 24.5% |
$4.22M - $4.88M
|
114K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 5.52% |
$430K - $496K
|
72.1K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-12.6K- 11.84% |
$1.43M - $1.65M
|
93.6K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 1.19% |
$1.37K - $1.58K
|
995
$130K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
33.1KNew |
$3.77M - $4.35M
|
33.1K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-17.9K- 67.82% |
$2.04M - $2.36M
|
8.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-164- 6.23% |
$18.7K - $21.6K
|
2.47K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-476- 2.65% |
$54.2K - $62.6K
|
17.5K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-9.03K- 24.9% |
$1.03M - $1.19M
|
27.2K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.6K+ 3.5% |
$1.44M - $1.66M
|
373K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-269- 1.79% |
$30.6K - $35.4K
|
14.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-233- 2.3% |
$26.5K - $30.7K
|
9.88K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.11K+ 1.81% |
$468K - $540K
|
230K
$30.1M
|