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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 11.1% |
$26.2K - $33.3K
|
1.93K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.03K- 4.93% |
$683K - $868K
|
96.9K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$215K - $273K
|
1.58K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $518
|
23.5K
$3.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$35.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$36.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.5K- 27.27% |
$204K - $259K
|
4K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2.2KNew |
$299K - $380K
|
2.2K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.9K - $2.42K
|
14
$1.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$37.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-16.6K- 26.35% |
$2.26M - $2.87M
|
46.4K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.42% |
$1.67M - $2.12M
|
11.6K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 1.73% |
$3.67K - $4.66K
|
1.53K
$201K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$22.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$23.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$163K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.85K - $3.63K
|
21
$2.75K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$344K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$9.05K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$879K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$8.53K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.94% |
$1.09K - $1.38K
|
857
$112K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.56K- 24.12% |
$212K - $269K
|
4.9K
$642K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$192K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-406- 20.47% |
$55.2K - $70.1K
|
1.58K
$207K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.74K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$408 - $518
|
1.08K
$142K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.34K+ 73.62% |
$454K - $577K
|
7.88K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$190K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 1.23% |
$3.8K - $4.84K
|
2.31K
$303K
|