Latest Institutional Transactions on Phillips 66 (PSX)

PSX Quotes by TradingView

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
Jan 29, 2021 Q4 2020
Terra Nova Asset Management LLC

SELL
 -
-5.76K
Closed
$255K - $408K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-531
Closed
$23.5K - $37.6K
0 $0
Jan 27, 2021 Q4 2020
Penbrook Management LLC

BUY
 -
1.67K
New
$73.7K - $118K
1.67K $219K
Jan 26, 2021 Q4 2020
Columbus Macro, LLC

SELL
 -
-4.5K
Closed
$199K - $319K
0 $0
Jan 22, 2021 Q4 2020
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-8.8K
Closed
$389K - $624K
0 $0
Jan 20, 2021 Q4 2020
Johnson Midwest Financial, LLC

BUY
 -
19
New
$840 - $1.35K
19 $2.49K
Jan 08, 2021 Q4 2020
West Oak Capital, LLC

SELL
 -
-2.27K
Closed
$100K - $161K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Rbf Capital, LLC

San Francisco, CA
SELL
 -
-77.5K
- 60.78%
$4.02M - $5.35M
50K $6.56M
Nov 16, 2020 Q3 2020
Masters Capital Management LLC

Atlanta, GA
SELL
 CALL
-500K
Closed
$25.9M - $34.6M
0 $0
Nov 16, 2020 Q3 2020
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-122
Closed
$6.32K - $8.43K
0 $0
Nov 13, 2020 Q3 2020
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-2.84K
Closed
$147K - $196K
0 $0
Nov 13, 2020 Q3 2020
Sirios Capital Management L P

Boston, MA
SELL
 -
-121K
Closed
$6.28M - $8.37M
0 $0
Nov 13, 2020 Q3 2020
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
274
New
$14.2K - $18.9K
274 $35.9K
Nov 13, 2020 Q3 2020
Beck Capital Management, LLC

Austin, TX
SELL
 -
-23K
Closed
$1.19M - $1.59M
0 $0
Nov 12, 2020 Q3 2020
1776 Wealth LLC

SELL
 -
-624
Closed
$32.3K - $43.1K
0 $0
Nov 12, 2020 Q3 2020
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-3.83K
Closed
$198K - $264K
0 $0
Nov 12, 2020 Q3 2020
Elco Management Co., LLC

New York, NY
SELL
 -
-14.5K
Closed
$752K - $1M
0 $0
Nov 10, 2020 Q3 2020
Amica Mutual Insurance CO

SELL
 -
-22K
Closed
$1.14M - $1.52M
0 $0
Nov 10, 2020 Q3 2020
Amica Retiree Medical Trust

SELL
 -
-3.42K
Closed
$177K - $236K
0 $0
Nov 10, 2020 Q3 2020
Mitchell Capital Management CO

SELL
 -
-18.9K
Closed
$980K - $1.31M
0 $0
Nov 10, 2020 Q3 2020
Banque Pictet & Cie Sa

SELL
 -
-4.79K
Closed
$248K - $331K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-330
Closed
$17.1K - $22.8K
0 $0
Nov 09, 2020 Q3 2020
Main Street Investment Advisors LLC

SELL
 -
-5.22K
Closed
$270K - $360K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-758
Closed
$39.3K - $52.4K
0 $0
Nov 09, 2020 Q3 2020
Quantitative Systematic Strategies LLC

SELL
 -
-8.12K
Closed
$421K - $561K
0 $0
Nov 06, 2020 Q3 2020
Wright Investors Service Inc

SELL
 -
-3.66K
Closed
$190K - $253K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-1.66K
Closed
$86.2K - $115K
0 $0
Nov 02, 2020 Q3 2020
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-965
Closed
$50K - $66.7K
0 $0
Oct 28, 2020 Q3 2020
Stoneridge Investment Partners LLC

SELL
 -
-3.02K
Closed
$157K - $209K
0 $0
Oct 23, 2020 Q3 2020
Patriot Investment Management Inc.

SELL
 -
-542
Closed
$28.1K - $37.5K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

SELL
 -
-9.01K
Closed
$467K - $623K
0 $0
Oct 23, 2020 Q3 2020
Bernardo Wealth Planning LLC

SELL
 -
-3.09K
Closed
$160K - $214K
0 $0
Oct 23, 2020 Q3 2020
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-44.1K
Closed
$2.28M - $3.05M
0 $0
Oct 22, 2020 Q3 2020
Jacobsen Capital Management

SELL
 -
-10.1K
Closed
$524K - $698K
0 $0
Oct 20, 2020 Q3 2020
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-4.51K
Closed
$234K - $312K
0 $0
Oct 19, 2020 Q3 2020
Beech Hill Advisors, Inc.

SELL
 -
-42.5K
Closed
$2.2M - $2.93M
0 $0
Oct 15, 2020 Q3 2020
Asio Capital, LLC

SELL
 -
-18.7K
Closed
$969K - $1.29M
0 $0
Oct 06, 2020 Q3 2020
Orrstown Financial Services Inc

Shippensburg, PA
SELL
 -
-4.17K
Closed
$216K - $288K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.21K
- 23.0%
$208K - $378K
14.1K $1.85M
Feb 08, 2021 Q2 2020
First National Bank Of Hutchinson

SELL
 -
-4K
Closed
$198K - $359K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-1.34K
Closed
$66.3K - $120K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-736
Closed
$36.4K - $66K
0 $0
Aug 14, 2020 Q2 2020
Kemper Corp Master Retirement Trust

SELL
 -
-7.1K
Closed
$352K - $637K
0 $0
Aug 14, 2020 Q2 2020
Aj Wealth Strategies, LLC

SELL
 -
-4.92K
Closed
$244K - $442K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-1.45K
Closed
$71.5K - $130K
0 $0
Aug 14, 2020 Q2 2020
Luminus Management LLC

Houston, TX
SELL
 -
-335K
Closed
$16.6M - $30.1M
0 $0
Aug 14, 2020 Q2 2020
Portland Investment Counsel Inc.

Burlington, A6
SELL
 -
-60.5K
Closed
$3M - $5.43M
0 $0
Aug 14, 2020 Q2 2020
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 CALL
-25K
Closed
$1.24M - $2.24M
0 $0
Aug 14, 2020 Q2 2020
Stamina Capital Management LP

New York, NY
SELL
 -
-35K
Closed
$1.73M - $3.14M
0 $0

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