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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.92K+ 8.82% |
$432K - $544K
|
48.3K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.68K- 0.18% |
$185K - $233K
|
944K
$116M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.5K+ 222.57% |
$386K - $486K
|
5.07K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.92K- 47.76% |
$211K - $266K
|
2.1K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
675New |
$74.5K - $93.8K
|
675
$83.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.6% |
$110 - $139
|
167
$20.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-55- 1.41% |
$6.07K - $7.64K
|
3.84K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
338+ 5.42% |
$37.3K - $47K
|
6.57K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
281+ 0.69% |
$31K - $39K
|
40.8K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
12+ 0.5% |
$1.32K - $1.67K
|
2.43K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$1.66K - $2.08K
|
5.84K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.7K+ 24.15% |
$298K - $375K
|
13.9K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-130- 5.04% |
$14.3K - $18.1K
|
2.45K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.17K- 2.99% |
$129K - $163K
|
38K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.06K+ 3.12% |
$117K - $147K
|
34.9K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
183+ 1.61% |
$20.2K - $25.4K
|
11.6K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.5K- 0.62% |
$166K - $208K
|
240K
$29.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-4.11K- 21.37% |
$454K - $571K
|
15.1K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
15.5K+ 10.1% |
$1.71M - $2.15M
|
169K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
14.3K+ 145.03% |
$1.58M - $1.99M
|
24.2K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.68KNew |
$737K - $928K
|
6.68K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.67K- 5.18% |
$625K - $787K
|
104K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-6.4K- 2.19% |
$706K - $889K
|
285K
$35.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-280- 9.28% |
$30.9K - $38.9K
|
2.74K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-234- 1.54% |
$25.8K - $32.5K
|
15K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 4.52% |
$186K - $235K
|
35.7K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.71K+ 7.51% |
$740K - $932K
|
96.1K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.53% |
$1.66K - $2.08K
|
2.85K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
275New |
$30.3K - $38.2K
|
275
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
274New |
$30.2K - $38.1K
|
274
$33.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$110 - $139
|
4.24K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
8+ 0.24% |
$883 - $1.11K
|
3.29K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.39% |
$552 - $695
|
1.28K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-708- 19.42% |
$78.1K - $98.4K
|
2.94K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-816- 4.01% |
$90K - $113K
|
19.6K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-883- 1.43% |
$97.4K - $123K
|
60.9K
$7.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 2.95% |
$300K - $378K
|
89.4K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 6.28% |
$177K - $223K
|
23.9K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.34KNew |
$148K - $186K
|
1.34K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-7.85K- 9.48% |
$866K - $1.09M
|
74.9K
$9.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.52K+ 24.91% |
$940K - $1.18M
|
42.7K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-121- 1.21% |
$13.4K - $16.8K
|
9.9K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-50- 0.12% |
$5.52K - $6.95K
|
40.5K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
246+ 0.82% |
$27.1K - $34.2K
|
30.3K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
114+ 1.72% |
$12.6K - $15.8K
|
6.74K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
825+ 12.71% |
$91K - $115K
|
7.32K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-14.4K- 59.41% |
$1.59M - $2M
|
9.83K
$1.21M
|