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 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
19.1K+ 58.99% |
$2.39M - $2.81M
|
51.5K
$5.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-756- 1.9% |
$94.5K - $111K
|
38.9K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-246- 1.29% |
$30.8K - $36.2K
|
18.8K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$125 - $147
|
1.87K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
159+ 265.0% |
$19.9K - $23.4K
|
219
$25.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
193+ 3.23% |
$24.1K - $28.4K
|
6.17K
$710K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-743- 25.8% |
$92.9K - $109K
|
2.14K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.15K+ 6.13% |
$518K - $610K
|
71.8K
$8.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
653K+ 123.23% |
$81.6M - $96.1M
|
1.18M
$136M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.59K- 7.76% |
$324K - $382K
|
30.8K
$3.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
965+ 4.32% |
$121K - $142K
|
23.3K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
220+ 15.47% |
$27.5K - $32.4K
|
1.64K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
408+ 20.56% |
$51K - $60K
|
2.39K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 85.71% |
$4.5K - $5.3K
|
78
$8.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
125New |
$15.6K - $18.4K
|
125
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.08K+ 9.78% |
$260K - $306K
|
23.3K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
418+ 2.02% |
$52.3K - $61.5K
|
21.1K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
540KNew |
$67.5M - $79.5M
|
540K
$62.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.79K- 8.72% |
$348K - $410K
|
29.2K
$3.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.28K- 9.37% |
$160K - $189K
|
12.4K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3K+ 10.16% |
$376K - $442K
|
32.6K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
150+ 5.91% |
$18.8K - $22.1K
|
2.69K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19+ 0.37% |
$2.38K - $2.8K
|
5.22K
$601K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
261+ 1.38% |
$32.6K - $38.4K
|
19.2K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-13.6K- 8.16% |
$1.7M - $2M
|
153K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 75.0% |
$9.38K - $11K
|
175
$20.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-136- 3.16% |
$17K - $20K
|
4.16K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
567+ 56.36% |
$70.9K - $83.4K
|
1.57K
$181K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
126+ 7.13% |
$15.8K - $18.5K
|
1.89K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 3.56% |
$7.88K - $9.27K
|
1.83K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.93K- 3.61% |
$241K - $284K
|
51.5K
$5.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-310- 8.76% |
$38.8K - $45.6K
|
3.23K
$372K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
428+ 6.59% |
$53.5K - $63K
|
6.92K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
350+ 4.88% |
$43.8K - $51.5K
|
7.52K
$866K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 2.65% |
$2K - $2.35K
|
620
$71.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-55.1K- 17.79% |
$6.89M - $8.12M
|
255K
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.62KNew |
$202K - $238K
|
1.62K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.19K+ 0.49% |
$1.15M - $1.35M
|
1.87M
$215M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-47.4K- 4.77% |
$5.92M - $6.97M
|
946K
$109M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 75.0% |
$1.88K - $2.21K
|
5
$576
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.7% |
$9.38K - $11K
|
10.6K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.21KNew |
$777K - $914K
|
6.21K
$716K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
7.86K+ 6.67% |
$983K - $1.16M
|
126K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-8.16K- 2.72% |
$1.02M - $1.2M
|
292K
$33.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
18.5KNew |
$2.31M - $2.72M
|
18.5K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$5.76K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-101- 6.21% |
$12.6K - $14.9K
|
1.53K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157- 0.67% |
$19.6K - $23.1K
|
23.4K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-998- 24.88% |
$125K - $147K
|
3.01K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.41% |
$16K - $18.8K
|
30.9K
$3.56M
|