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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.03K+ 0.98% |
$113K - $142K
|
106K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
26.3K+ 40.28% |
$2.9M - $3.66M
|
91.7K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.72% |
$128K - $161K
|
66.3K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-94.4K- 46.05% |
$10.4M - $13.1M
|
111K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-146K- 41.66% |
$16.1M - $20.3M
|
205K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7- 1.14% |
$772 - $973
|
605
$76.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-504- 3.95% |
$55.6K - $70K
|
12.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8- 0.38% |
$883 - $1.11K
|
2.09K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14+ 0.51% |
$1.54K - $1.95K
|
2.78K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 11.08% |
$431K - $542K
|
39.1K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-20- 0.26% |
$2.21K - $2.78K
|
7.65K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
556New |
$61.4K - $77.2K
|
556
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
4.62KNew |
$509K - $641K
|
4.62K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
14.2KNew |
$1.56M - $1.97M
|
14.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.34KNew |
$369K - $464K
|
3.34K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.05KNew |
$558K - $702K
|
5.05K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
2.39KNew |
$264K - $332K
|
2.39K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
19.5KNew |
$2.15M - $2.71M
|
19.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
156New |
$17.2K - $21.7K
|
156
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
77.2K+ 199.98% |
$8.52M - $10.7M
|
116K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.04K- 18.88% |
$446K - $561K
|
17.3K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.66K+ 3.25% |
$294K - $370K
|
84.7K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-12- 0.66% |
$1.32K - $1.67K
|
1.8K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
63+ 0.17% |
$6.95K - $8.75K
|
36.6K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-74.4K- 92.57% |
$8.21M - $10.3M
|
5.98K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.74K- 15.24% |
$192K - $242K
|
9.7K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
806+ 1.19% |
$88.9K - $112K
|
68.3K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-17.2K- 13.94% |
$1.9M - $2.39M
|
106K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.24K- 3.24% |
$468K - $589K
|
127K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.3K+ 241345.0% |
$5.33M - $6.71M
|
48.3K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.18% |
$552 - $695
|
2.86K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-271- 96.79% |
$29.9K - $37.7K
|
9
$1.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.23K- 14.15% |
$246K - $310K
|
13.5K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-454- 7.55% |
$50.1K - $63.1K
|
5.56K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-541- 1.47% |
$59.7K - $75.2K
|
36.3K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
29.7K+ 4.77% |
$3.27M - $4.12M
|
652K
$82.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-108K- 28.31% |
$12M - $15.1M
|
275K
$34.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67M- 49.1% |
$184M - $232M
|
1.73M
$219M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.1K- 5.21% |
$232K - $291K
|
38.2K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.84KNew |
$534K - $673K
|
4.84K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.37MNew |
$482M - $607M
|
4.37M
$554M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29.9K- 14.93% |
$3.3M - $4.16M
|
171K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.22K+ 31.31% |
$686K - $864K
|
26.1K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-61- 10.66% |
$6.73K - $8.47K
|
511
$64.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
267+ 0.2% |
$29.5K - $37.1K
|
132K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.6K+ 4.77% |
$1.28M - $1.61M
|
255K
$32.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
575+ 3.1% |
$63.5K - $79.9K
|
19.1K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
827+ 2.26% |
$91.3K - $115K
|
37.5K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.62KNew |
$951K - $1.2M
|
8.62K
$1.09M
|