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 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-752- 32.23% |
$94K - $111K
|
1.58K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-113- 6.48% |
$14.1K - $16.6K
|
1.63K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.75% |
$6.5K - $7.65K
|
6.91K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-281- 2.77% |
$35.1K - $41.4K
|
9.87K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2- 0.96% |
$250 - $294
|
207
$24.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-637- 0.33% |
$79.6K - $93.7K
|
190K
$22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
51+ 2.56% |
$6.38K - $7.51K
|
2.05K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 1.26% |
$3K - $3.53K
|
1.93K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12- 2.19% |
$1.5K - $1.77K
|
536
$62.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-314- 7.93% |
$39.3K - $46.2K
|
3.65K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.23K+ 9.17% |
$154K - $181K
|
14.6K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
7.36KNew |
$920K - $1.08M
|
7.36K
$855K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.09K- 39.64% |
$136K - $160K
|
1.66K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57+ 43.18% |
$7.13K - $8.39K
|
189
$22K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-659- 1.96% |
$82.4K - $97K
|
33K
$3.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.75% |
$500 - $589
|
539
$62.7K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
65+ 3.2% |
$8.13K - $9.57K
|
2.1K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 26.11% |
$326K - $384K
|
7.38K
$858K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
171+ 7.8% |
$21.4K - $25.2K
|
2.36K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.94K+ 107.19% |
$242K - $285K
|
3.74K
$435K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1K- 36.86% |
$126K - $148K
|
1.72K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
65+ 2.88% |
$8.13K - $9.57K
|
2.33K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.98K- 23.06% |
$248K - $292K
|
6.62K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-883- 8.98% |
$110K - $130K
|
8.95K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-80.1K- 16.45% |
$10M - $11.8M
|
407K
$47.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
190+ 0.24% |
$23.8K - $28K
|
79K
$9.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
768+ 11.79% |
$96K - $113K
|
7.28K
$846K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-116- 2.01% |
$14.5K - $17.1K
|
5.65K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.36% |
$9.13K - $10.7K
|
5.43K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 13.96% |
$4.63K - $5.45K
|
228
$26.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
750+ 35.24% |
$93.8K - $110K
|
2.88K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-368- 3.1% |
$46K - $54.2K
|
11.5K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-11.5K- 51.83% |
$1.44M - $1.69M
|
10.7K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-85.2K- 61.76% |
$10.7M - $12.5M
|
52.8K
$6.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
229New |
$28.6K - $33.7K
|
229
$26.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
310K+ 73.16% |
$38.7M - $45.6M
|
733K
$85.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-150- 2.01% |
$18.8K - $22.1K
|
7.32K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.52K- 6.87% |
$315K - $371K
|
34.2K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-499- 0.76% |
$62.4K - $73.4K
|
65.5K
$7.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
56+ 0.61% |
$7K - $8.24K
|
9.28K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10.3K- 69.77% |
$1.29M - $1.52M
|
4.46K
$519K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$182K - $214K
|
1.46K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.67% |
$50K - $58.9K
|
23.6K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
154+ 6.97% |
$19.3K - $22.7K
|
2.36K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-112- 2.85% |
$14K - $16.5K
|
3.81K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 27.84% |
$229K - $270K
|
4.75K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
5.11KNew |
$639K - $752K
|
5.11K
$594K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-12.6K- 13.16% |
$1.57M - $1.85M
|
82.8K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.3K+ 14.19% |
$163K - $191K
|
10.5K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-978- 7.11% |
$122K - $144K
|
12.8K
$1.49M
|