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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$42.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 26.56% |
$182K - $229K
|
4.55K
$597K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.09KNew |
$1M - $1.26M
|
9.09K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-367K- 27.74% |
$40.5M - $51M
|
955K
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-467K- 79.8% |
$51.5M - $64.8M
|
118K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.32K - $2.92K
|
2.59K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
870New |
$96K - $121K
|
870
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.76K - $3.47K
|
25
$3.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.4KNew |
$3.79M - $4.77M
|
34.4K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 10.6% |
$22.1K - $27.8K
|
2.09K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.6KNew |
$287K - $361K
|
2.6K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.37K- 24.7% |
$151K - $190K
|
4.17K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
329New |
$36.3K - $45.7K
|
329
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
208+ 3.92% |
$23K - $28.9K
|
5.52K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Thomist Capital Management, LP
Houston, TX |
SELL
|
- |
-196K- 56.89% |
$21.6M - $27.2M
|
149K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.2K- 47.99% |
$1.34M - $1.69M
|
13.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.5K- 51.27% |
$1.38M - $1.74M
|
11.9K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-2K- 39.22% |
$221K - $278K
|
3.1K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
669+ 26.19% |
$73.8K - $92.9K
|
3.22K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-66- 72.53% |
$7.28K - $9.17K
|
25
$3.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
165KNew |
$18.3M - $23M
|
165K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.75M - $2.2M
|
15.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.02KNew |
$223K - $281K
|
2.02K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$46.1K - $58.1K
|
418
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$422K - $532K
|
3.83K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
197KNew |
$21.7M - $27.4M
|
197K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.01K- 66.45% |
$553K - $696K
|
2.53K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-36.9K- 83.68% |
$4.07M - $5.12M
|
7.19K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-86.2K- 91.98% |
$9.51M - $12M
|
7.52K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.61KNew |
$840K - $1.06M
|
7.61K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
389KNew |
$42.9M - $54M
|
389K
$51M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.17KNew |
$571K - $719K
|
5.17K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
14New |
$1.54K - $1.95K
|
14
$1.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173New |
$19.1K - $24K
|
173
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$26.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.46% |
$1.99K - $2.5K
|
3.97K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.35KNew |
$149K - $188K
|
1.35K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-342- 14.55% |
$37.7K - $47.5K
|
2.01K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
198+ 11.17% |
$21.8K - $27.5K
|
1.97K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 2.44% |
$16.6K - $20.8K
|
6.01K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-147- 4.55% |
$16.2K - $20.4K
|
3.08K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
200+ 6.92% |
$22.1K - $27.8K
|
3.09K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 36.37% |
$111K - $140K
|
1.76K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8- 0.38% |
$883 - $1.11K
|
2.09K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.05KNew |
$558K - $702K
|
5.05K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-74.4K- 92.57% |
$8.21M - $10.3M
|
5.98K
$784K
|