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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.03K - $1.41K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-111KClosed |
$7.13M - $9.75M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-2.66KClosed |
$171K - $233K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-147KClosed |
$9.43M - $12.9M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.14KClosed |
$331K - $452K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.56KClosed |
$164K - $225K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.38KClosed |
$346K - $473K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-111Closed |
$7.13K - $9.76K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.07K- 98.77% |
$380K - $470K
|
63
$8.26K
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.55KNew |
$191K - $236K
|
2.55K
$335K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.3KNew |
$997K - $1.23M
|
13.3K
$1.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18Closed |
$1.35K - $1.67K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-367KClosed |
$27.5M - $34M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-508Closed |
$38.1K - $47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.62KClosed |
$271K - $335K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
CALL |
-1MClosed |
$75M - $92.6M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-84Closed |
$6.3K - $7.78K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-3.15KClosed |
$236K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-133KClosed |
$9.99M - $12.3M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$101K - $125K
|
1.35K
$177K
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-50Closed |
$3.75K - $4.63K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-253Closed |
$19K - $23.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-110KClosed |
$8.26M - $10.2M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.24KClosed |
$617K - $762K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-804Closed |
$60.3K - $74.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-7Closed |
$525 - $648
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-250Closed |
$18.7K - $23.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.38KClosed |
$403K - $498K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.51KClosed |
$263K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
38.1KNew |
$2.86M - $3.53M
|
38.1K
$5M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-361Closed |
$27.1K - $33.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-819Closed |
$61.4K - $75.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-3.8KClosed |
$285K - $352K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-4.1KClosed |
$307K - $380K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.33KClosed |
$174K - $215K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.93KClosed |
$197K - $260K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-937Closed |
$63.1K - $83.1K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-468Closed |
$31.5K - $41.5K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-937Closed |
$63.1K - $83.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-400Closed |
$27K - $35.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-60KClosed |
$4.04M - $5.32M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-48KClosed |
$3.24M - $4.26M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-200Closed |
$13.5K - $17.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-222Closed |
$15K - $19.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-60.3KClosed |
$4.06M - $5.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-14.4KClosed |
$972K - $1.28M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-233Closed |
$15.7K - $20.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-23.2KClosed |
$1.56M - $2.06M
|
0
$0
|
|