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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-755- 6.42% |
$94.4K - $111K
|
11K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 4.01% |
$13.6K - $16K
|
2.61K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-177- 6.39% |
$22.1K - $26K
|
2.6K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 9.71% |
$25K - $29.4K
|
1.86K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 1.4% |
$5.75K - $6.77K
|
3.25K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.04K- 1.65% |
$130K - $153K
|
61.8K
$7.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-330- 3.5% |
$41.3K - $48.6K
|
9.1K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-757- 0.92% |
$94.6K - $111K
|
81.7K
$9.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-424- 1.04% |
$53K - $62.4K
|
40.2K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-880- 62.72% |
$110K - $130K
|
523
$60.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67+ 1.02% |
$8.38K - $9.86K
|
6.64K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-76- 3.58% |
$9.5K - $11.2K
|
2.05K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.49K- 4.07% |
$437K - $514K
|
82.4K
$9.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
865+ 4.39% |
$108K - $127K
|
20.6K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.34K- 49.43% |
$668K - $786K
|
5.46K
$629K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.06K+ 20.46% |
$258K - $304K
|
12.1K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
71+ 0.72% |
$8.88K - $10.4K
|
10K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$268K - $315K
|
2.14K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-220- 7.05% |
$27.5K - $32.4K
|
2.9K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-212- 5.17% |
$26.5K - $31.2K
|
3.89K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.46K- 17.59% |
$557K - $656K
|
20.9K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.18K- 21.32% |
$272K - $321K
|
8.04K
$926K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-325- 10.49% |
$40.6K - $47.8K
|
2.77K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$250 - $294
|
2.89K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 2.67% |
$2.25K - $2.65K
|
655
$75.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.71% |
$3.75K - $4.42K
|
4.17K
$480K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$177K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-345- 1.9% |
$43.1K - $50.8K
|
17.8K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
931+ 30.24% |
$116K - $137K
|
4.01K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.36K- 39.38% |
$171K - $201K
|
2.1K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 5.75% |
$2.5K - $2.94K
|
368
$42.4K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.48K- 9.47% |
$185K - $218K
|
14.1K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.46% |
$2.75K - $3.24K
|
4.8K
$553K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.35K- 42.3% |
$1.17M - $1.38M
|
12.8K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 5.09% |
$12.6K - $14.9K
|
1.89K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-19- 1.58% |
$2.38K - $2.8K
|
1.19K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.3% |
$1K - $1.18K
|
2.68K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
533+ 25.14% |
$66.6K - $78.4K
|
2.65K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-31- 0.79% |
$3.88K - $4.56K
|
3.89K
$448K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-460- 1.64% |
$57.5K - $67.7K
|
27.6K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-240- 8.04% |
$30K - $35.3K
|
2.75K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.09K- 11.77% |
$511K - $602K
|
30.7K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$375 - $442
|
3.87K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-153- 2.02% |
$19.1K - $22.5K
|
7.41K
$853K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 0.65% |
$16.1K - $19K
|
20K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-14.1K- 58.75% |
$1.76M - $2.08M
|
9.9K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 117.65% |
$12.5K - $14.7K
|
185
$21.3K
|