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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-300Closed |
$24.2K - $29.6K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.22KClosed |
$664K - $811K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-825Closed |
$66.7K - $81.4K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Notis Mc Conarty Edward
|
SELL
|
- |
-2.48KClosed |
$201K - $245K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-258Closed |
$20.8K - $25.4K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-371Closed |
$30K - $36.6K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Polianta LTD
|
SELL
|
- |
-17.5KClosed |
$1.42M - $1.73M
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-191Closed |
$15.4K - $18.8K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-676Closed |
$54.6K - $66.7K
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-12.5KClosed |
$1.01M - $1.23M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-519Closed |
$45.1K - $51.3K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-88.3KClosed |
$7.67M - $8.73M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-60KClosed |
$5.21M - $5.93M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hrs Investment Holdings, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.74M - $1.98M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-219K- 59.28% |
$19M - $21.6M
|
150K
$19.7M
|
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-100Closed |
$8.69K - $9.89K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-115Closed |
$9.99K - $11.4K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-29Closed |
$2.52K - $2.87K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2KClosed |
$174K - $198K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-7.23KClosed |
$628K - $715K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.7KClosed |
$148K - $168K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-40KClosed |
$3.48M - $3.96M
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Check Capital Management Inc
|
SELL
|
- |
-2.45KClosed |
$213K - $243K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1KNew |
$86.9K - $98.9K
|
1K
$131K
|
|
|
May 01, 2019
Q1 2019
|
Kidder Stephen W
|
SELL
|
- |
-3.18KClosed |
$277K - $315K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.1KClosed |
$269K - $307K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.64K+ 12.49% |
$143K - $162K
|
14.8K
$1.94M
|
|
|
Apr 23, 2019
Q1 2019
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.4KClosed |
$209K - $237K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.5KClosed |
$217K - $247K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-300Closed |
$23.6K - $35.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-779Closed |
$61.2K - $92.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.82KClosed |
$222K - $334K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.8KClosed |
$1.32M - $1.99M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-165KClosed |
$13M - $19.5M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-240KClosed |
$18.8M - $28.4M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.24KNew |
$333K - $502K
|
4.24K
$556K
|
|
|
Feb 13, 2019
Q4 2018
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-136KClosed |
$10.7M - $16.1M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94KClosed |
$152K - $229K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.3KClosed |
$1.2M - $1.81M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-63Closed |
$4.95K - $7.46K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-129Closed |
$10.1K - $15.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-42.6KClosed |
$3.35M - $5.05M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.88KClosed |
$147K - $222K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-275Closed |
$21.6K - $32.6K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-759Closed |
$59.6K - $89.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.93KClosed |
$151K - $229K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.94KClosed |
$152K - $229K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Exane Asset Management
|
SELL
|
- |
-613Closed |
$48.1K - $72.6K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Parkside Investments, LLC
|
SELL
|
- |
-350Closed |
$27.5K - $41.5K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-5.63KClosed |
$442K - $667K
|
0
$0
|
|