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 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-87- 1.11% |
$9.6K - $12.1K
|
7.75K
$956K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 14.02% |
$31.7K - $39.9K
|
1.76K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.2K- 0.53% |
$132K - $166K
|
225K
$27.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$6.84K - $8.61K
|
62
$7.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-175K- 48.29% |
$19.4M - $24.4M
|
188K
$23.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-248- 2.69% |
$27.4K - $34.5K
|
8.97K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-35.1K- 40.46% |
$3.87M - $4.87M
|
51.6K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 9.13% |
$44.1K - $55.6K
|
3.98K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.22K- 3.91% |
$356K - $448K
|
79.2K
$9.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-27.4K- 56.14% |
$3.02M - $3.8M
|
21.4K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39+ 26.0% |
$4.3K - $5.42K
|
189
$23.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 3.4% |
$11.7K - $14.7K
|
3.23K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.98% |
$38.6K - $48.6K
|
35.4K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
2.43K+ 3.31% |
$268K - $337K
|
75.8K
$9.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
682+ 0.83% |
$75.3K - $94.8K
|
82.4K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-140- 3.42% |
$15.4K - $19.5K
|
3.96K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$441 - $556
|
692
$85.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-427- 15.72% |
$47.1K - $59.3K
|
2.29K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64.8K+ 502.43% |
$7.15M - $9M
|
77.7K
$9.58M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.54% |
$8.94K - $11.3K
|
15.2K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
210+ 9.73% |
$23.2K - $29.2K
|
2.37K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 10.64% |
$498K - $627K
|
47K
$5.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-206- 0.22% |
$22.7K - $28.6K
|
94.2K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85+ 2.24% |
$9.38K - $11.8K
|
3.88K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 0.8% |
$5.19K - $6.53K
|
5.9K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-296- 0.53% |
$32.7K - $41.1K
|
55.5K
$6.84M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
119K+ 11.87% |
$13.1M - $16.5M
|
1.12M
$138M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-86- 0.43% |
$9.49K - $11.9K
|
19.9K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
401New |
$44.3K - $55.7K
|
401
$49.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-439- 12.57% |
$48.4K - $61K
|
3.05K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
30.2KNew |
$3.34M - $4.2M
|
30.2K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-350- 1.27% |
$38.6K - $48.6K
|
27.2K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-110K- 9.32% |
$12.2M - $15.3M
|
1.07M
$132M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-34- 0.58% |
$3.75K - $4.72K
|
5.82K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.28% |
$552 - $695
|
1.77K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45- 0.48% |
$4.97K - $6.25K
|
9.24K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
105+ 0.51% |
$11.6K - $14.6K
|
20.7K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.57% |
$11K - $13.9K
|
2.7K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-396- 1.36% |
$43.7K - $55K
|
28.8K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.51K+ 6.2% |
$608K - $766K
|
94.4K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.67% |
$1.88K - $2.36K
|
2.54K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
6.8K+ 133.11% |
$751K - $945K
|
11.9K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
537+ 14.34% |
$59.3K - $74.6K
|
4.28K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-154K- 11.44% |
$17M - $21.4M
|
1.19M
$147M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
8.6K+ 46.74% |
$949K - $1.19M
|
27K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 7.42% |
$35.6K - $44.9K
|
4.03K
$497K
|