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 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
78+ 0.97% |
$9.75K - $11.5K
|
8.1K
$933K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.66% |
$500 - $589
|
613
$70.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 9.41% |
$43.1K - $50.8K
|
4.01K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
466+ 20.93% |
$58.3K - $68.6K
|
2.69K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
537+ 6.18% |
$67.1K - $79K
|
9.23K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
340+ 2.64% |
$42.5K - $50K
|
13.2K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
7+ 0.18% |
$875 - $1.03K
|
3.82K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
352New |
$44K - $51.8K
|
352
$40.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-12- 0.48% |
$1.5K - $1.77K
|
2.5K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57KNew |
$196K - $231K
|
1.57K
$181K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$150K - $177K
|
1.2K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-333- 15.55% |
$41.6K - $49K
|
1.81K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
773+ 15.19% |
$96.6K - $114K
|
5.86K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-165- 3.49% |
$20.6K - $24.3K
|
4.56K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-774- 0.5% |
$96.8K - $114K
|
155K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-483- 1.92% |
$60.4K - $71.1K
|
24.7K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-2- 0.12% |
$250 - $294
|
1.61K
$185K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.95% |
$125 - $147
|
106
$12.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.55K- 6.17% |
$569K - $669K
|
69.2K
$7.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6.9KNew |
$862K - $1.01M
|
6.9K
$794K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
11+ 0.39% |
$1.38K - $1.62K
|
2.84K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 9.09% |
$100K - $118K
|
9.6K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.43% |
$3.13K - $3.68K
|
5.86K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.82KNew |
$353K - $415K
|
2.82K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 2.4% |
$3.75K - $4.42K
|
1.22K
$140K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.37K- 32.13% |
$171K - $202K
|
2.9K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
191+ 0.37% |
$23.9K - $28.1K
|
52.2K
$6.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 2.62% |
$24.9K - $29.3K
|
7.4K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.72K+ 93.6% |
$340K - $400K
|
5.63K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73KNew |
$217K - $255K
|
1.73K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
18+ 0.41% |
$2.25K - $2.65K
|
4.44K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.2K+ 2.75% |
$1.78M - $2.09M
|
531K
$61.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.1K- 7.67% |
$387K - $456K
|
37.3K
$4.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-30.4K- 94.86% |
$3.8M - $4.47M
|
1.65K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-59- 0.88% |
$7.38K - $8.68K
|
6.68K
$770K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 0.52% |
$3.13K - $3.68K
|
4.82K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
81+ 1.31% |
$10.1K - $11.9K
|
6.27K
$722K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
164+ 2.49% |
$20.5K - $24.1K
|
6.75K
$777K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-153- 4.57% |
$19.1K - $22.5K
|
3.19K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-15- 0.25% |
$1.88K - $2.21K
|
6.08K
$700K
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$500 - $589
|
688
$79.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
363+ 0.23% |
$45.4K - $53.4K
|
159K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.47K- 4.19% |
$184K - $216K
|
33.6K
$3.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.73K- 72.28% |
$841K - $990K
|
2.58K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-22.8K- 98.42% |
$2.85M - $3.36M
|
366
$42.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 12.98% |
$5.5K - $6.48K
|
295
$34K
|