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 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
365+ 7.0% |
$40.3K - $50.7K
|
5.58K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22.5K- 35.02% |
$2.48M - $3.12M
|
41.7K
$5.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 4.52% |
$11.4K - $14.3K
|
2.38K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.15K+ 6.13% |
$127K - $160K
|
19.9K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 6.88% |
$1.43K - $1.81K
|
202
$24.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
107+ 3.72% |
$11.8K - $14.9K
|
2.98K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 28.57% |
$205K - $258K
|
4.64K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
213+ 3.19% |
$23.5K - $29.6K
|
6.9K
$845K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.88K+ 5.78% |
$208K - $261K
|
34.4K
$4.22M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.67K- 8.08% |
$294K - $371K
|
30.4K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.07K- 4.01% |
$228K - $287K
|
49.5K
$6.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$491K - $619K
|
4.45K
$545K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47- 0.96% |
$5.19K - $6.53K
|
4.86K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.52K+ 30.25% |
$278K - $350K
|
10.9K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-223- 1.27% |
$24.6K - $31K
|
17.3K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.85K+ 7.93% |
$204K - $257K
|
25.2K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$86.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.93K- 1.15% |
$323K - $407K
|
251K
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
920+ 17.57% |
$102K - $128K
|
6.16K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
51New |
$5.63K - $7.09K
|
51
$6.25K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 2.53% |
$11K - $13.9K
|
3.85K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
736+ 7.12% |
$81.2K - $102K
|
11.1K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 15.24% |
$11K - $13.9K
|
556
$68.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.93% |
$552 - $695
|
544
$66.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-44.9K- 99.08% |
$4.95M - $6.24M
|
415
$50.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-44- 0.75% |
$4.86K - $6.11K
|
5.86K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.12KClosed |
$454K - $572K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.04K+ 58.78% |
$225K - $283K
|
5.51K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4+ 0.1% |
$441 - $556
|
4.02K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 174.03% |
$119K - $150K
|
1.7K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151New |
$16.7K - $21K
|
151
$18.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
556+ 19.25% |
$61.4K - $77.2K
|
3.44K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.04KNew |
$225K - $283K
|
2.04K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-229- 4.96% |
$25.3K - $31.8K
|
4.38K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-7- 0.62% |
$772 - $973
|
1.12K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.96K+ 40.91% |
$1.1M - $1.38M
|
34.3K
$4.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.45K- 62.18% |
$160K - $201K
|
880
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
428New |
$47.2K - $59.5K
|
428
$52.4K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.92KNew |
$212K - $267K
|
1.92K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.98KNew |
$218K - $275K
|
1.98K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.8% |
$1.1K - $1.39K
|
1.26K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65K+ 8.7% |
$182K - $229K
|
20.6K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114New |
$12.6K - $15.8K
|
114
$14K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.96K- 5.9% |
$437K - $550K
|
63.2K
$7.74M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 0.63% |
$6.62K - $8.34K
|
9.66K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 0.53% |
$4.19K - $5.28K
|
7.22K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.56K+ 14.91% |
$172K - $217K
|
12K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 7.8% |
$246K - $310K
|
30.8K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
188+ 8.95% |
$20.7K - $26.1K
|
2.29K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 0.09% |
$3.75K - $4.72K
|
38.2K
$4.67M
|