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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.82K- 52.51% |
$283K - $357K
|
3.46K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 4.76% |
$3.11K - $3.93K
|
841
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.87% |
$14.3K - $18.1K
|
22.4K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.31KClosed |
$393K - $496K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.19K- 10.9% |
$311K - $392K
|
34.2K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$394K - $497K
|
5.31K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-327- 13.38% |
$24.3K - $30.6K
|
2.12K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
663New |
$49.2K - $62K
|
663
$86.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.96K+ 1.01% |
$442K - $557K
|
598K
$78M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
411New |
$30.5K - $38.5K
|
411
$53.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-69- 1.22% |
$5.12K - $6.46K
|
5.59K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5- 8.47% |
$371 - $468
|
54
$7.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.16K+ 163.39% |
$457K - $577K
|
9.94K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-31KClosed |
$2.3M - $2.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$175K - $221K
|
2.36K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.51KNew |
$631K - $796K
|
8.51K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.62K+ 23.77% |
$268K - $338K
|
18.8K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
CALL |
-19K- 57.58% |
$1.41M - $1.78M
|
14K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 14.59% |
$68.6K - $86.6K
|
5.42K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$137K - $172K
|
1.84K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
65New |
$4.82K - $6.08K
|
65
$8.48K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
638+ 5.3% |
$47.3K - $59.7K
|
12.7K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.61K+ 125.35% |
$268K - $338K
|
6.49K
$847K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
187+ 1100.0% |
$13.9K - $17.5K
|
204
$26.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
380+ 2.19% |
$28.2K - $35.6K
|
17.7K
$2.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.79KNew |
$207K - $261K
|
2.79K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$74.2 - $93.6
|
164
$21.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 7.14% |
$148 - $187
|
26
$3.39K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
6.35KNew |
$471K - $594K
|
6.35K
$829K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-6.11K- 22.58% |
$453K - $572K
|
21K
$2.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
942New |
$69.9K - $88.1K
|
942
$123K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-123- 23.03% |
$9.12K - $11.5K
|
411
$53.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-400- 5.81% |
$29.7K - $37.4K
|
6.49K
$847K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$297 - $374
|
919
$120K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.7% |
$11.1K - $14K
|
355
$46.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-219- 1.43% |
$16.2K - $20.5K
|
15.1K
$1.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.71% |
$74.2 - $93.6
|
142
$18.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-317- 50.0% |
$23.5K - $29.7K
|
317
$41.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
13.3K+ 316.67% |
$986K - $1.24M
|
17.5K
$2.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.14% |
$4.38K - $5.52K
|
1.02K
$133K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 4471.43% |
$46.4K - $58.6K
|
640
$83.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-292- 26.19% |
$21.7K - $27.3K
|
823
$107K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.02KNew |
$298K - $376K
|
4.02K
$524K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-458- 10.39% |
$34K - $42.9K
|
3.95K
$516K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-159- 16.67% |
$11.8K - $14.9K
|
795
$104K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
5.2KNew |
$386K - $486K
|
5.2K
$679K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
680+ 25.23% |
$50.4K - $63.6K
|
3.38K
$440K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
110+ 3.26% |
$8.16K - $10.3K
|
3.49K
$455K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
1.98K+ 63.74% |
$147K - $185K
|
5.08K
$662K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.13K- 9.39% |
$83.6K - $105K
|
10.9K
$1.42M
|