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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210+ 34.15% |
$26.3K - $30.9K
|
825
$95.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
940+ 5.27% |
$118K - $138K
|
18.8K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.34K+ 3.53% |
$167K - $197K
|
39.2K
$4.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.07% |
$125 - $147
|
1.42K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-476- 37.6% |
$59.5K - $70.1K
|
790
$91.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-352- 6.18% |
$44K - $51.8K
|
5.34K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
286+ 2.72% |
$35.8K - $42.1K
|
10.8K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.66K+ 63.72% |
$708K - $833K
|
14.6K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.53K+ 2.71% |
$316K - $372K
|
96K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 72.14% |
$496K - $584K
|
1.53K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
159+ 2.46% |
$19.9K - $23.4K
|
6.62K
$770K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
291+ 5.02% |
$36.4K - $42.8K
|
6.09K
$708K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-363- 11.14% |
$45.4K - $53.4K
|
2.9K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-200K- 94.16% |
$25M - $29.4M
|
12.4K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.13K - $1.32K
|
9
$1.05K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-199- 2.97% |
$24.9K - $29.3K
|
6.49K
$755K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12+ 0.25% |
$1.5K - $1.77K
|
4.75K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.19K- 54.1% |
$399K - $470K
|
2.71K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-15.7K- 4.18% |
$1.97M - $2.31M
|
361K
$42M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-55.9K- 36.19% |
$6.99M - $8.23M
|
98.6K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-820- 8.62% |
$103K - $121K
|
8.7K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 12.23% |
$480K - $565K
|
35.2K
$4.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-398- 2.6% |
$49.8K - $58.6K
|
14.9K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-143- 20.72% |
$17.9K - $21K
|
547
$63.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
306+ 0.88% |
$38.3K - $45K
|
35K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44.5K- 74.75% |
$5.56M - $6.55M
|
15K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$250K - $294K
|
2K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-76- 3.13% |
$9.5K - $11.2K
|
2.35K
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
99+ 6.54% |
$12.4K - $14.6K
|
1.61K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
246+ 0.58% |
$30.8K - $36.2K
|
42.8K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.45K+ 18.35% |
$306K - $360K
|
15.8K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$224K - $263K
|
1.79K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
167New |
$20.9K - $24.6K
|
167
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
228+ 0.98% |
$28.5K - $33.6K
|
23.5K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
15+ 0.76% |
$1.88K - $2.21K
|
1.99K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$227K - $267K
|
1.82K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
74+ 3.63% |
$9.25K - $10.9K
|
2.11K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-152- 3.19% |
$19K - $22.4K
|
4.61K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.09K+ 1.58% |
$387K - $455K
|
199K
$23.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-378- 0.42% |
$47.3K - $55.6K
|
88.9K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 9.64% |
$41K - $48.3K
|
3.07K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-183- 2.44% |
$22.9K - $26.9K
|
7.31K
$850K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 0.37% |
$3.13K - $3.68K
|
6.71K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.8K- 46.9% |
$351K - $413K
|
3.18K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-12.5K- 16.74% |
$1.56M - $1.84M
|
62.1K
$7.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
387+ 35.12% |
$48.4K - $57K
|
1.49K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-231- 20.9% |
$28.9K - $34K
|
874
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-400- 2.32% |
$50K - $58.9K
|
16.8K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-111- 8.14% |
$13.9K - $16.3K
|
1.25K
$146K
|