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 |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Srb Corp
Boston, MA |
SELL
|
- |
-6.12KClosed |
$303K - $549K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-4.2KClosed |
$208K - $377K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-9Closed |
$446 - $808
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-65Closed |
$3.22K - $5.83K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.68K- 62.04% |
$82.9K - $150K
|
1.03K
$134K
|
|
Aug 13, 2020
Q2 2020
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-172KClosed |
$8.49M - $15.4M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-32KClosed |
$1.58M - $2.87M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-18.2KClosed |
$900K - $1.63M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-6.44KClosed |
$319K - $577K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-238Closed |
$11.8K - $21.4K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-69Closed |
$3.42K - $6.19K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-23.6KClosed |
$1.17M - $2.12M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-9Closed |
$446 - $808
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-6.11KClosed |
$303K - $549K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
7+ 17.95% |
$347 - $628
|
46
$6.03K
|
|
Aug 07, 2020
Q2 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-16.7KClosed |
$829K - $1.5M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3KClosed |
$149K - $269K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-3KClosed |
$149K - $269K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-300Closed |
$14.9K - $26.9K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-1.77KClosed |
$87.5K - $159K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-43.8KClosed |
$2.17M - $3.93M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-972Closed |
$48.1K - $87.2K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
SELL
|
- |
-32.7KClosed |
$1.62M - $2.94M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-123Closed |
$6.09K - $11K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
PUT |
-2KClosed |
$99K - $179K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$586K - $1.06M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$508K - $920K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-10.6KClosed |
$527K - $955K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-16.3KClosed |
$806K - $1.46M
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-994Closed |
$49.2K - $89.2K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 09, 2023
Q1 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-500- 62.5% |
$21K - $56.1K
|
300
$39.4K
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4KClosed |
$168K - $449K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-227KClosed |
$9.57M - $25.5M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.9KClosed |
$122K - $325K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-27- 13.71% |
$1.14K - $3.03K
|
170
$22.3K
|
|
May 15, 2020
Q1 2020
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-18.4KClosed |
$773K - $2.06M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.17KClosed |
$91.3K - $243K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-31.6KClosed |
$1.33M - $3.54M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$124K - $331K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $18.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-58Closed |
$2.44K - $6.51K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.48KClosed |
$146K - $390K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.06KClosed |
$44.7K - $119K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-15.6KClosed |
$655K - $1.75M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
PUT |
-49.5KClosed |
$2.09M - $5.56M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.2KClosed |
$135K - $359K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-2.89KClosed |
$121K - $324K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-2KClosed |
$84.2K - $224K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37Closed |
$1.56K - $4.15K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-9.49KClosed |
$400K - $1.07M
|
0
$0
|