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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 5.64% |
$25K - $29.4K
|
3.35K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.03K+ 113.36% |
$379K - $446K
|
5.7K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.37K- 8.03% |
$797K - $938K
|
73K
$8.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
874+ 1.6% |
$109K - $129K
|
55.6K
$6.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 0.32% |
$1.13K - $1.32K
|
2.83K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 26.59% |
$168K - $198K
|
3.71K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.13K- 12.0% |
$141K - $166K
|
8.29K
$954K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.16KNew |
$395K - $465K
|
3.16K
$364K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.65% |
$1.03M - $1.21M
|
1.26M
$145M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.7K- 28.54% |
$3.22M - $3.79M
|
64.4K
$7.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-3.08K- 61.82% |
$385K - $454K
|
1.9K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60+ 3.66% |
$7.5K - $8.83K
|
1.7K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
251+ 6.72% |
$31.4K - $36.9K
|
3.98K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.62K- 34.19% |
$453K - $533K
|
6.98K
$803K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
679+ 4.02% |
$84.9K - $99.9K
|
17.6K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
45+ 1.84% |
$5.63K - $6.62K
|
2.49K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 5.59% |
$1.25K - $1.47K
|
189
$21.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2K- 2.15% |
$250K - $295K
|
91.1K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
133+ 6.19% |
$16.6K - $19.6K
|
2.28K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
246+ 50.72% |
$30.8K - $36.2K
|
731
$84.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 5.54% |
$150K - $177K
|
20.5K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$315K - $371K
|
2.52K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.75K- 2.4% |
$218K - $257K
|
71.1K
$8.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-641- 8.48% |
$80.1K - $94.3K
|
6.91K
$796K
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-259K- 99.48% |
$32.4M - $38.1M
|
1.36K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.12KNew |
$266K - $313K
|
2.12K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
122+ 2.35% |
$15.3K - $18K
|
5.31K
$612K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.57K- 4.4% |
$321K - $378K
|
55.8K
$6.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
134+ 3.58% |
$16.8K - $19.7K
|
3.88K
$447K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 4.4% |
$162K - $191K
|
30.7K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-469- 8.35% |
$58.6K - $69K
|
5.15K
$593K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.1K+ 0.36% |
$1.64M - $1.93M
|
3.66M
$421M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.85K+ 6.8% |
$231K - $272K
|
29K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 17.95% |
$144K - $169K
|
5.25K
$605K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.55KNew |
$194K - $228K
|
1.55K
$178K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.03K+ 76.83% |
$379K - $446K
|
6.98K
$803K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$125 - $147
|
132
$15.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-399- 9.63% |
$49.9K - $58.7K
|
3.75K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.26% |
$3.13K - $3.68K
|
9.6K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
5New |
$625 - $736
|
5
$576
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
944+ 0.87% |
$118K - $139K
|
109K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 6.47% |
$37.5K - $44.2K
|
4.94K
$568K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 324800.0% |
$406K - $478K
|
3.25K
$374K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$341K - $401K
|
2.73K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
127+ 1.33% |
$15.9K - $18.7K
|
9.69K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15+ 0.24% |
$1.88K - $2.21K
|
6.26K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.35K- 14.79% |
$1.17M - $1.38M
|
53.9K
$6.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
449+ 4.69% |
$56.1K - $66.1K
|
10K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
44K+ 7.62% |
$5.5M - $6.48M
|
622K
$71.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.89K+ 4.76% |
$486K - $572K
|
85.6K
$9.86M
|