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 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.74KClosed |
$326K - $397K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1.64K+ 22.6% |
$113K - $137K
|
8.9K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-488Closed |
$33.5K - $40.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5KClosed |
$343K - $419K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.09KClosed |
$75.1K - $91.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-175Closed |
$12K - $14.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-300Closed |
$20.6K - $25.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.4KClosed |
$302K - $369K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-7.49KClosed |
$514K - $627K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-1Closed |
$68.7 - $83.7
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-5.86KClosed |
$402K - $491K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
71+ 1.93% |
$4.88K - $5.94K
|
3.76K
$493K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-63Closed |
$4.33K - $5.27K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.98KClosed |
$205K - $250K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-15Closed |
$1.03K - $1.26K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-83.4KClosed |
$5.72M - $6.98M
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Hikari Power LTD
|
BUY
|
- |
6.41K+ 3.49% |
$440K - $537K
|
190K
$25M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-42- 5.66% |
$2.88K - $3.52K
|
700
$91.8K
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9Closed |
$578 - $791
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-355- 4.95% |
$22.8K - $31.2K
|
6.81K
$893K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$6.43K - $8.79K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.98KClosed |
$127K - $174K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$12.9K - $17.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-28.9KClosed |
$1.86M - $2.54M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-36Closed |
$2.31K - $3.16K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-97.7KClosed |
$6.28M - $8.59M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-266Closed |
$17.1K - $23.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.19KClosed |
$76.2K - $104K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6KClosed |
$385K - $527K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.38KClosed |
$88.6K - $121K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
417New |
$26.8K - $36.7K
|
417
$54.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-83Closed |
$5.33K - $7.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-10.7KClosed |
$688K - $941K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-134Closed |
$8.61K - $11.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-29.2KClosed |
$1.87M - $2.56M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sitrin Capital Management LLC
|
SELL
|
- |
-63KClosed |
$4.05M - $5.54M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-600Closed |
$38.6K - $52.7K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.32KClosed |
$406K - $555K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.58KClosed |
$230K - $314K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
3K+ 31.25% |
$193K - $264K
|
12.6K
$1.65M
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.5KClosed |
$161K - $220K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-9.19KClosed |
$591K - $808K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$100K - $137K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-5.24KClosed |
$336K - $460K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-100Closed |
$6.43K - $8.79K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$161K - $220K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-14Closed |
$900 - $1.23K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$684K - $936K
|
10.6K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-158Closed |
$10.2K - $13.9K
|
0
$0
|
|