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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-51.8K- 81.49% |
$5.72M - $7.2M
|
11.8K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
922+ 3.24% |
$102K - $128K
|
29.4K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.7% |
$110 - $139
|
144
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.58K- 50.29% |
$174K - $220K
|
1.56K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-113- 4.04% |
$12.5K - $15.7K
|
2.68K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.03% |
$3.64K - $4.58K
|
296
$37.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
502+ 8.14% |
$55.4K - $69.7K
|
6.67K
$845K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
629+ 38.33% |
$69.4K - $87.4K
|
2.27K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 6.52% |
$19.1K - $24K
|
2.48K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.91KNew |
$211K - $265K
|
1.91K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.24K- 21.91% |
$137K - $173K
|
4.43K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.14KNew |
$346K - $436K
|
3.14K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.49K+ 10.43% |
$716K - $902K
|
68.8K
$8.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
1.82KNew |
$201K - $252K
|
1.82K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
956+ 0.27% |
$105K - $133K
|
349K
$44.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-74- 0.25% |
$8.17K - $10.3K
|
30K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
88+ 16.15% |
$9.71K - $12.2K
|
633
$80.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.76K+ 11.03% |
$304K - $383K
|
27.7K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.65K- 27.99% |
$182K - $229K
|
4.25K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
755+ 1.83% |
$83.3K - $105K
|
42.1K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
118New |
$13K - $16.4K
|
118
$15K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-423- 15.11% |
$46.7K - $58.8K
|
2.38K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-191- 1.04% |
$21.1K - $26.5K
|
18.1K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
89.9K+ 173.03% |
$9.92M - $12.5M
|
142K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 4.37% |
$136K - $172K
|
29.5K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$22.1K - $27.8K
|
2.46K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
142K+ 62.72% |
$15.7M - $19.7M
|
369K
$46.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$552K - $695K
|
5K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-332- 2.76% |
$36.6K - $46.1K
|
11.7K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.54K+ 204.68% |
$391K - $492K
|
5.27K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
7.16KNew |
$790K - $994K
|
7.16K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 5.09% |
$26.4K - $33.2K
|
4.93K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 2.77% |
$281K - $353K
|
89.3K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 0.92% |
$320K - $402K
|
311K
$39.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207+ 175.42% |
$22.8K - $28.8K
|
325
$41.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-100- 2.4% |
$11K - $13.9K
|
4.07K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229+ 2.88% |
$25.3K - $31.8K
|
8.19K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
157New |
$17.3K - $21.8K
|
157
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.93K- 0.75% |
$433K - $546K
|
521K
$66.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 3.47% |
$66.2K - $83.4K
|
16.7K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 2.39% |
$16.6K - $20.8K
|
6.42K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
172+ 5.94% |
$19K - $23.9K
|
3.07K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-250- 4.26% |
$27.6K - $34.7K
|
5.61K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-124- 3.09% |
$13.7K - $17.2K
|
3.89K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.3K- 15.39% |
$2.13M - $2.68M
|
106K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 37.34% |
$16.1K - $20.3K
|
245
$31K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-896- 20.0% |
$98.9K - $124K
|
3.59K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-62- 5.22% |
$6.84K - $8.61K
|
1.13K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
26+ 0.27% |
$2.87K - $3.61K
|
9.68K
$1.23M
|