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 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
152+ 6.06% |
$19K - $22.4K
|
2.66K
$307K
|
|
|
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
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 0.25% |
$5K - $5.89K
|
16.2K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-209- 3.45% |
$26.1K - $30.8K
|
5.85K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
144+ 3.64% |
$18K - $21.2K
|
4.1K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.75K - $2.06K
|
14
$1.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.27% |
$6.88K - $8.09K
|
20.1K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
443+ 3.55% |
$55.4K - $65.2K
|
12.9K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.41K+ 8.72% |
$302K - $355K
|
30.1K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-78- 2.46% |
$9.75K - $11.5K
|
3.09K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$131K - $155K
|
1.05K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.07K+ 14.8% |
$134K - $158K
|
8.33K
$960K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-27- 4.37% |
$3.38K - $3.97K
|
591
$68.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
328+ 10.3% |
$41K - $48.3K
|
3.51K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 57.87% |
$276K - $325K
|
1.61K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.15% |
$625 - $736
|
3.28K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.48K+ 310.37% |
$935K - $1.1M
|
9.89K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-5.34K- 58.42% |
$667K - $786K
|
3.8K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-314- 0.67% |
$39.3K - $46.2K
|
46.6K
$5.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 5.63% |
$295K - $347K
|
44.3K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-174- 1.85% |
$21.8K - $25.6K
|
9.22K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.2K- 52.4% |
$651K - $766K
|
4.73K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
695+ 9.32% |
$86.9K - $102K
|
8.15K
$939K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 44.61% |
$314K - $370K
|
3.12K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-38- 0.37% |
$4.75K - $5.59K
|
10.3K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-29- 0.65% |
$3.63K - $4.27K
|
4.41K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 12.59% |
$201K - $237K
|
11.2K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
477+ 28.63% |
$59.6K - $70.2K
|
2.14K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
48New |
$6K - $7.06K
|
48
$5.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.52K- 3.89% |
$565K - $665K
|
112K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-856- 6.38% |
$107K - $126K
|
12.6K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
495+ 0.33% |
$61.9K - $72.8K
|
152K
$17.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.31M - $1.55M
|
10.5K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
833+ 3.47% |
$104K - $123K
|
24.8K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.73K+ 4.72% |
$341K - $401K
|
60.4K
$6.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
124+ 0.77% |
$15.5K - $18.2K
|
16.3K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
747+ 4.37% |
$93.4K - $110K
|
17.8K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
104+ 25.37% |
$13K - $15.3K
|
514
$59.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
16+ 0.64% |
$2K - $2.35K
|
2.53K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.97K+ 5.73% |
$371K - $437K
|
54.7K
$6.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-45- 1.14% |
$5.63K - $6.62K
|
3.89K
$448K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.2% |
$1.38K - $1.62K
|
5.53K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$230
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.25K- 24.46% |
$1.03M - $1.21M
|
25.5K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 6.39% |
$232K - $273K
|
30.9K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 11.33% |
$17.6K - $20.8K
|
1.39K
$160K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-82- 1.89% |
$10.3K - $12.1K
|
4.25K
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$29.1K - $34.3K
|
3.42K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 1.04% |
$207K - $244K
|
160K
$18.4M
|