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 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48+ 4.38% |
$6K - $7.06K
|
1.15K
$132K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-335- 4.25% |
$41.9K - $49.3K
|
7.54K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 16.78% |
$6.38K - $7.51K
|
355
$40.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-111- 4.07% |
$13.9K - $16.3K
|
2.62K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 31.18% |
$249K - $293K
|
4.4K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
206+ 12.55% |
$25.8K - $30.3K
|
1.85K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.72K- 38.81% |
$215K - $254K
|
2.72K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
375+ 0.89% |
$46.9K - $55.2K
|
42.4K
$4.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
235+ 0.25% |
$29.4K - $34.6K
|
94.4K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-59- 2.03% |
$7.38K - $8.68K
|
2.85K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.31K- 18.5% |
$164K - $193K
|
5.78K
$665K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
229+ 15.27% |
$28.6K - $33.7K
|
1.73K
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 10.36% |
$3.25K - $3.83K
|
225
$25.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
329+ 0.45% |
$41.1K - $48.4K
|
73.4K
$8.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.5K+ 45.71% |
$1.56M - $1.83M
|
39.7K
$4.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
612+ 25.9% |
$76.5K - $90.1K
|
2.98K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
358+ 2.1% |
$44.8K - $52.7K
|
17.4K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
611+ 1.88% |
$76.4K - $89.9K
|
33.1K
$3.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 9.03% |
$25.5K - $30K
|
2.46K
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-298- 1.93% |
$37.3K - $43.9K
|
15.2K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 2.73% |
$223K - $262K
|
67.2K
$7.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.68K- 9.67% |
$585K - $688K
|
43.7K
$5.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-807- 9.61% |
$101K - $119K
|
7.59K
$874K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
135K+ 27.57% |
$16.9M - $19.9M
|
625K
$72M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-353- 12.95% |
$44.1K - $52K
|
2.37K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.85K- 55.03% |
$356K - $419K
|
2.33K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.4K
$392K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
93+ 0.18% |
$11.6K - $13.7K
|
51.8K
$5.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.3K- 24.94% |
$287K - $338K
|
6.92K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-19- 0.62% |
$2.38K - $2.8K
|
3.04K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
45+ 1.31% |
$5.63K - $6.62K
|
3.49K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.04K- 16.9% |
$255K - $300K
|
10K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
365+ 8.28% |
$45.6K - $53.7K
|
4.77K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 15.38% |
$1.75K - $2.06K
|
105
$12.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.71% |
$1.63K - $1.91K
|
775
$89.3K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 1.81% |
$263K - $309K
|
114K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
760+ 11.16% |
$95K - $112K
|
7.57K
$872K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-611- 1.21% |
$76.4K - $89.9K
|
49.8K
$5.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-9- 0.3% |
$1.13K - $1.32K
|
3.02K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.01K- 4.42% |
$501K - $590K
|
86.7K
$9.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
609+ 7.92% |
$76.1K - $89.6K
|
8.3K
$956K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-49.7K- 70.41% |
$6.21M - $7.31M
|
20.9K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
65+ 0.87% |
$8.13K - $9.57K
|
7.55K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.26K+ 10.6% |
$158K - $186K
|
13.2K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
161+ 2.46% |
$20.1K - $23.7K
|
6.71K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$876K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.04K+ 0.46% |
$129K - $152K
|
227K
$26.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
152+ 6.06% |
$19K - $22.4K
|
2.66K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
114+ 1.86% |
$14.3K - $16.8K
|
6.23K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 1.02% |
$403K - $474K
|
314K
$36.2M
|