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 13, 2021
Q1 2021
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-275KClosed |
$18.5M - $24.4M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
150New |
$10.1K - $13.3K
|
150
$19.7K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-135Closed |
$9.1K - $12K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-689Closed |
$46.4K - $61.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.53KClosed |
$306K - $402K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
767New |
$51.7K - $68K
|
767
$101K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-544Closed |
$36.7K - $48.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-4Closed |
$270 - $355
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-3.61KClosed |
$243K - $320K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-13Closed |
$876 - $1.15K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-790Closed |
$53.2K - $70K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.78KClosed |
$255K - $335K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-161Closed |
$10.8K - $14.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.43KNew |
$231K - $304K
|
3.43K
$449K
|
|
|
May 05, 2021
Q1 2021
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-5.03KClosed |
$339K - $446K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-213Closed |
$14.4K - $18.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
SELL
|
- |
-1.24K- 99.2% |
$83.8K - $110K
|
10
$1.31K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-480Closed |
$32.3K - $42.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-223Closed |
$15K - $19.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-717Closed |
$48.3K - $63.6K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$5.93K - $7.8K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-39.8KClosed |
$2.68M - $3.53M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$67.4K - $88.7K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-18Closed |
$1.21K - $1.6K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-15.3KClosed |
$1.03M - $1.35M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-174Closed |
$7.69K - $12.3K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-153Closed |
$6.77K - $10.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-21.1KClosed |
$935K - $1.5M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.22KClosed |
$187K - $299K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.1KClosed |
$2.08M - $3.34M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-387Closed |
$17.1K - $27.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Fjarde Ap Fonden
|
SELL
|
- |
-146KClosed |
$6.47M - $10.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-27.8KClosed |
$1.23M - $1.97M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.67KClosed |
$339K - $543K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
General American Investors CO Inc
|
SELL
|
- |
-106KClosed |
$4.69M - $7.51M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-200- 0.65% |
$8.84K - $14.2K
|
30.5K
$4M
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-88.7KClosed |
$3.92M - $6.29M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.02KClosed |
$45.3K - $72.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-7.2KClosed |
$318K - $510K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
3.54KNew |
$157K - $251K
|
3.54K
$465K
|
|
|
Feb 10, 2021
Q4 2020
|
Gam Holding Ag
|
SELL
|
- |
-60.1KClosed |
$2.66M - $4.26M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.55KClosed |
$246K - $394K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-297Closed |
$13.1K - $21K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Trust Investment Advisors
|
SELL
|
- |
-9.04KClosed |
$400K - $640K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-977KClosed |
$43.2M - $69.2M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
604New |
$26.7K - $42.8K
|
604
$79.2K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
435New |
$19.2K - $30.8K
|
435
$57.1K
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$8.4K - $13.5K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-578Closed |
$25.6K - $41K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-192Closed |
$8.49K - $13.6K
|
0
$0
|
|