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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2020
Q1 2020
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.05KClosed |
$128K - $342K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.55KClosed |
$107K - $286K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
847New |
$35.7K - $95K
|
847
$111K
|
|
|
Apr 14, 2020
Q1 2020
|
M. Kraus & CO
|
SELL
|
- |
-1.86KClosed |
$78.2K - $208K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.95KClosed |
$124K - $331K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Private Asset Management Inc
|
SELL
|
- |
-1.95KClosed |
$82K - $219K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-65- 2.49% |
$6.39K - $7.78K
|
2.55K
$334K
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-151KClosed |
$14.9M - $18.1M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9.03KClosed |
$887K - $1.08M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-1.43KClosed |
$141K - $172K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-25Closed |
$2.46K - $2.99K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.6KClosed |
$354K - $431K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-654Closed |
$64.2K - $78.3K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.52KClosed |
$247K - $301K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.32KClosed |
$228K - $278K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.39KNew |
$137K - $167K
|
1.39K
$183K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42New |
$4.13K - $5.03K
|
42
$5.51K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-255Closed |
$25.1K - $30.5K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-118Closed |
$11.6K - $14.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Somerville Kurt F
|
SELL
|
- |
-2.2KClosed |
$216K - $263K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.14KClosed |
$112K - $137K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-268Closed |
$26.3K - $32.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.3KClosed |
$122K - $137K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-32Closed |
$3.01K - $3.36K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
8.1KNew |
$762K - $851K
|
8.1K
$1.06M
|
|
|
Nov 12, 2019
Q3 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-261Closed |
$24.5K - $27.4K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-32.3KClosed |
$3.04M - $3.39M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
M&T Bank Corp
|
BUY
|
CALL |
9+ 900.0% |
$847 - $946
|
10
$1.31K
|
|
|
Nov 08, 2019
Q3 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $230K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ruffer LLP
|
SELL
|
- |
-20.8KClosed |
$1.96M - $2.19M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.53KClosed |
$144K - $160K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-40.6KClosed |
$3.82M - $4.26M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-594Closed |
$55.9K - $62.4K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-200Closed |
$18.8K - $21K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Congress Asset Management CO
|
SELL
|
- |
-61.1KClosed |
$5.75M - $6.42M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.31KClosed |
$123K - $138K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-113- 9.33% |
$10.6K - $11.9K
|
1.1K
$144K
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-658Closed |
$61.9K - $69.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-6.92KClosed |
$559K - $682K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.59KClosed |
$290K - $354K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2.81KClosed |
$227K - $277K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.19KClosed |
$95.8K - $117K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-51.8KClosed |
$4.19M - $5.11M
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-8.15KClosed |
$659K - $804K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-475KClosed |
$38.4M - $46.8M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-150Closed |
$12.1K - $14.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-240Closed |
$19.4K - $23.7K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-381Closed |
$30.8K - $37.6K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.64KClosed |
$375K - $458K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-107Closed |
$8.65K - $10.6K
|
0
$0
|
|