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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.31KNew |
$167K - $214K
|
1.31K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.9KNew |
$243K - $311K
|
1.9K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$166K - $212K
|
1.3K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
PUT |
-700- 41.18% |
$89.4K - $114K
|
1K
$131K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$187K
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
532New |
$67.9K - $86.9K
|
532
$69.8K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.31K
|
4.12K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-795- 4.52% |
$101K - $130K
|
16.8K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$169K - $216K
|
1.32K
$173K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$177K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 102.13% |
$12.3K - $15.7K
|
190
$24.9K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.42KNew |
$181K - $232K
|
1.42K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
127New |
$16.2K - $20.7K
|
127
$16.7K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.66K- 43.37% |
$467K - $597K
|
4.78K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
84New |
$10.7K - $13.7K
|
84
$11K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
22KNew |
$2.81M - $3.6M
|
22K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
27.7KNew |
$3.54M - $4.53M
|
27.7K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
50+ 1.25% |
$6.38K - $8.17K
|
4.05K
$531K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 3.22% |
$6.64K - $8.49K
|
1.56K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$182K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.67K+ 11.86% |
$213K - $272K
|
15.7K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$164K - $209K
|
1.28K
$168K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$166K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
360New |
$46K - $58.8K
|
360
$47.2K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
89New |
$11.4K - $14.5K
|
89
$11.7K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.82KNew |
$232K - $297K
|
1.82K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 24.05% |
$53.6K - $68.6K
|
2.17K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
50.3KNew |
$6.42M - $8.22M
|
50.3K
$6.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 11.73% |
$321K - $410K
|
23.9K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.24KNew |
$158K - $202K
|
1.24K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$184K - $236K
|
1.45K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
1.4KNew |
$179K - $229K
|
1.4K
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.47K+ 21.14% |
$188K - $240K
|
8.43K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
728New |
$92.9K - $119K
|
728
$95.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $163
|
5.81K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.8% |
$5.87K - $7.51K
|
1.6K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 7.51% |
$14.4K - $18.5K
|
1.39K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-876- 37.24% |
$112K - $143K
|
1.48K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.39KNew |
$178K - $227K
|
1.39K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-75- 3.84% |
$9.58K - $12.3K
|
1.88K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$259K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$166K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.43KNew |
$182K - $233K
|
1.43K
$187K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
638+ 14.2% |
$81.5K - $104K
|
5.13K
$673K
|