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 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.65KNew |
$1.21M - $1.42M
|
9.65K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-58- 1.82% |
$7.25K - $8.54K
|
3.12K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
263+ 75.36% |
$32.9K - $38.7K
|
612
$71.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-366- 16.48% |
$45.8K - $53.9K
|
1.86K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.63K - $3.09K
|
2.57K
$299K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.55% |
$1.88K - $2.21K
|
2.73K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-432- 17.68% |
$54K - $63.6K
|
2.01K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-59- 0.85% |
$7.38K - $8.68K
|
6.84K
$795K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.78% |
$1.5K - $1.77K
|
1.55K
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-278- 13.71% |
$34.8K - $40.9K
|
1.75K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.25K- 11.06% |
$156K - $183K
|
10K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $147
|
10.1K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-147- 7.51% |
$18.4K - $21.6K
|
1.81K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-4.73K- 23.79% |
$591K - $696K
|
15.2K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.75KNew |
$219K - $257K
|
1.75K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37+ 0.2% |
$4.63K - $5.45K
|
18.5K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.41K+ 8.27% |
$1.18M - $1.39M
|
123K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 3.89% |
$73.6K - $86.7K
|
14.5K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.1K- 18.84% |
$1.01M - $1.19M
|
34.9K
$4.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
174+ 1.73% |
$21.8K - $25.6K
|
10.2K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.56% |
$4.75K - $5.59K
|
6.79K
$789K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 4.15% |
$1.38K - $1.62K
|
276
$32.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
378+ 7.17% |
$47.3K - $55.6K
|
5.65K
$657K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 1.1% |
$3.38K - $3.97K
|
2.42K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.85K
$447K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-805- 2.97% |
$101K - $118K
|
26.3K
$3.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
651+ 2.75% |
$81.4K - $95.8K
|
24.3K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
481+ 4.42% |
$60.1K - $70.8K
|
11.4K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
71+ 0.58% |
$8.88K - $10.4K
|
12.3K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-592- 2.06% |
$74K - $87.1K
|
28.1K
$3.26M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-31- 1.57% |
$3.88K - $4.56K
|
1.95K
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-4- 0.21% |
$500 - $589
|
1.92K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 1.7% |
$8.38K - $9.86K
|
3.86K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.1K- 7.41% |
$138K - $162K
|
13.8K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-486- 3.56% |
$60.8K - $71.5K
|
13.2K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-49- 1.47% |
$6.13K - $7.21K
|
3.28K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-2.1K- 20.22% |
$262K - $309K
|
8.28K
$963K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 34.34% |
$198K - $233K
|
3.03K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
127+ 1.23% |
$15.9K - $18.7K
|
10.4K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.78K+ 2.9% |
$472K - $556K
|
134K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.33% |
$2.88K - $3.38K
|
714
$83K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.8K- 18.03% |
$1.98M - $2.33M
|
71.9K
$8.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 53.85% |
$4.38K - $5.15K
|
100
$11.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
156+ 6.54% |
$19.5K - $23K
|
2.54K
$296K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
684+ 115.35% |
$85.5K - $101K
|
1.28K
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
889+ 14.75% |
$111K - $131K
|
6.92K
$804K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.01K+ 38.2% |
$252K - $296K
|
7.28K
$847K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
240+ 4.94% |
$30K - $35.3K
|
5.1K
$593K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 3.57% |
$21.9K - $25.8K
|
5.08K
$590K
|
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-66K- 27.97% |
$8.25M - $9.72M
|
170K
$19.8M
|