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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 2.04% |
$12.7M - $14.9M
|
5.08M
$621M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 0.55% |
$4.61M - $5.43M
|
6.79M
$830M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-64- 2.23% |
$8K - $9.42K
|
2.8K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
444+ 1.77% |
$55.5K - $65.3K
|
25.5K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.36K- 3.05% |
$170K - $200K
|
43.2K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
306+ 1.54% |
$38.3K - $45K
|
20.2K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-104- 3.2% |
$13K - $15.3K
|
3.14K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.99% |
$2.5K - $2.94K
|
2.01K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.24K- 4.99% |
$1.03M - $1.21M
|
157K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.14K- 14.8% |
$393K - $462K
|
18.1K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
453+ 5.75% |
$56.6K - $66.7K
|
8.33K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
548+ 3.24% |
$68.5K - $80.6K
|
17.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.2KNew |
$400K - $470K
|
3.2K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
305K+ 322.02% |
$38.2M - $44.9M
|
400K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-248- 7.08% |
$31K - $36.5K
|
3.26K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.57K- 0.75% |
$197K - $231K
|
208K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.06% |
$1.25K - $1.47K
|
17.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 0.51% |
$11.1K - $13.1K
|
17.5K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 3.85% |
$183K - $215K
|
36.5K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.75KNew |
$469K - $552K
|
3.75K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-195- 1.5% |
$24.4K - $28.7K
|
12.8K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-287- 14.06% |
$35.9K - $42.2K
|
1.75K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-405- 14.61% |
$50.6K - $59.6K
|
2.37K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.09% |
$375 - $442
|
3.28K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.52K+ 22.16% |
$440K - $517K
|
19.4K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.38K+ 25.38% |
$672K - $791K
|
26.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.42K- 4.94% |
$802K - $944K
|
123K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.22% |
$5.25K - $6.18K
|
18.6K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-564- 1.16% |
$70.5K - $83K
|
48K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 1.08% |
$5.63K - $6.62K
|
4.14K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.26K+ 2.25% |
$158K - $186K
|
57.4K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111+ 3.25% |
$13.9K - $16.3K
|
3.53K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.5K+ 557.02% |
$3.19M - $3.75M
|
30.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-11.2K- 13.66% |
$1.4M - $1.65M
|
70.8K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
834+ 10.25% |
$104K - $123K
|
8.97K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.13K+ 43.26% |
$391K - $461K
|
10.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
84+ 0.12% |
$10.5K - $12.4K
|
71.7K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.08K+ 1.06% |
$1.01M - $1.19M
|
769K
$93.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
36.7K+ 2.39% |
$4.58M - $5.39M
|
1.57M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-92.8K- 8.12% |
$11.6M - $13.7M
|
1.05M
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-300- 7.5% |
$37.5K - $44.2K
|
3.7K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.19K- 3.11% |
$149K - $175K
|
37K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
427K+ 854.25% |
$53.4M - $62.9M
|
477K
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.01K+ 57.17% |
$126K - $148K
|
2.76K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 2.4% |
$30K - $35.3K
|
10.2K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
204KNew |
$25.5M - $30.1M
|
204K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
365KNew |
$45.6M - $53.7M
|
365K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.77K+ 121.25% |
$221K - $260K
|
3.23K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.27M- 97.59% |
$158M - $187M
|
31.3K
$3.82M
|