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 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-80- 4.56% |
$10K - $11.8K
|
1.68K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.65KNew |
$331K - $390K
|
2.65K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
26+ 0.82% |
$3.25K - $3.83K
|
3.22K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-106- 1.93% |
$13.3K - $15.6K
|
5.39K
$626K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-801- 7.66% |
$100K - $118K
|
9.66K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
91+ 1.57% |
$11.4K - $13.4K
|
5.88K
$684K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 40.18% |
$1.01M - $1.19M
|
28.3K
$3.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
436New |
$54.5K - $64.2K
|
436
$50.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
885+ 11.35% |
$111K - $130K
|
8.68K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13.7K- 39.61% |
$1.71M - $2.02M
|
20.9K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
444+ 36.51% |
$55.5K - $65.3K
|
1.66K
$193K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.04K+ 660.52% |
$255K - $300K
|
2.35K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.5K - $2.94K
|
3.98K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-41- 1.34% |
$5.13K - $6.03K
|
3.01K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.25% |
$250 - $294
|
162
$18.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.19K- 7.1% |
$649K - $764K
|
67.9K
$7.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-775- 16.33% |
$96.9K - $114K
|
3.97K
$462K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.81K+ 5.92% |
$351K - $414K
|
50.3K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-468- 7.08% |
$58.5K - $68.9K
|
6.14K
$714K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.05K+ 26.26% |
$256K - $301K
|
9.85K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-375- 0.97% |
$46.9K - $55.2K
|
38.1K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.05% |
$17K - $20K
|
302K
$35.1M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-490- 26.56% |
$61.3K - $72.1K
|
1.36K
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.4K- 8.22% |
$7.42M - $8.74M
|
663K
$77.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105+ 14.89% |
$13.1K - $15.5K
|
810
$94.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.48K+ 16.9% |
$561K - $660K
|
31K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.29% |
$253K - $298K
|
707K
$82.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.11K+ 51.07% |
$389K - $458K
|
9.21K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
307+ 64.09% |
$38.4K - $45.2K
|
786
$91.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 6.63% |
$10.6K - $12.5K
|
1.2K
$139K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
373+ 132.27% |
$46.6K - $54.9K
|
655
$76.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.8K+ 22.53% |
$2.73M - $3.21M
|
119K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 18.42% |
$203K - $239K
|
7.19K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-493- 20.89% |
$61.6K - $72.6K
|
1.87K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$543K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.25% |
$6.63K - $7.8K
|
21.3K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
12+ 0.21% |
$1.5K - $1.77K
|
5.75K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-115- 3.66% |
$14.4K - $16.9K
|
3.03K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
415+ 16.97% |
$51.9K - $61.1K
|
2.86K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-182- 8.86% |
$22.8K - $26.8K
|
1.87K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
139+ 3.07% |
$17.4K - $20.5K
|
4.66K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
21+ 1.27% |
$2.63K - $3.09K
|
1.67K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
381+ 8.54% |
$47.6K - $56.1K
|
4.84K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-55- 1.79% |
$6.88K - $8.09K
|
3.02K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-475- 2.85% |
$59.4K - $69.9K
|
16.2K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-177- 6.25% |
$22.1K - $26K
|
2.65K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
540+ 1.23% |
$67.5K - $79.5K
|
44.4K
$5.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-139- 3.74% |
$17.4K - $20.5K
|
3.58K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-23- 0.46% |
$2.88K - $3.38K
|
4.95K
$575K
|