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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 3.84% |
$2.1K - $2.64K
|
514
$66.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
604New |
$66.7K - $83.9K
|
604
$77.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$24K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.11% |
$221 - $278
|
1.86K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.47% |
$5.52K - $6.95K
|
3.35K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$11.7K - $14.7K
|
106
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
57+ 0.22% |
$6.29K - $7.92K
|
26.2K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
5.02KNew |
$554K - $698K
|
5.02K
$648K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 5.93% |
$154K - $195K
|
22.2K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 50.0% |
$441 - $556
|
4
$516
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
700New |
$77.2K - $97.3K
|
700
$90.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17- 2.1% |
$1.88K - $2.36K
|
793
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.87% |
$221 - $278
|
231
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
572+ 266.05% |
$63.1K - $79.5K
|
787
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.6% |
$110 - $139
|
167
$21.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.68KNew |
$737K - $928K
|
6.68K
$862K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 11.08% |
$4.41K - $5.56K
|
321
$41.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 0.91% |
$8.61K - $10.8K
|
8.67K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-677- 27.08% |
$74.7K - $94.1K
|
1.82K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.2KNew |
$2.23M - $2.81M
|
20.2K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
131+ 7.94% |
$14.5K - $18.2K
|
1.78K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
411+ 1.95% |
$45.4K - $57.1K
|
21.5K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11- 0.55% |
$1.21K - $1.53K
|
1.98K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
200+ 12.18% |
$22.1K - $27.8K
|
1.84K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76+ 2.62% |
$8.39K - $10.6K
|
2.97K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 6.54% |
$38.6K - $48.6K
|
5K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$6.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$552 - $695
|
5
$645
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285New |
$31.4K - $39.6K
|
285
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$904K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.86K - $4.86K
|
35
$4.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.58K- 66.98% |
$395K - $497K
|
1.76K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 41.18% |
$38.6K - $48.6K
|
500
$64.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
261+ 4.44% |
$28.8K - $36.3K
|
6.14K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.98K- 57.3% |
$329K - $414K
|
2.22K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.47KNew |
$713K - $898K
|
6.47K
$834K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8KNew |
$199K - $250K
|
1.8K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$1.11M - $1.4M
|
10.1K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
9+ 0.09% |
$993 - $1.25K
|
9.86K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.4K- 91.49% |
$1.58M - $1.99M
|
1.33K
$172K
|