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 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
5.12KNew |
$641K - $754K
|
5.12K
$596K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11+ 0.59% |
$1.38K - $1.62K
|
1.88K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
839+ 4.11% |
$105K - $123K
|
21.2K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.19% |
$125 - $147
|
85
$9.88K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-173- 0.7% |
$21.6K - $25.5K
|
24.6K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
SELL
|
- |
-37K- 47.74% |
$4.63M - $5.45M
|
40.5K
$4.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 3.64% |
$143K - $168K
|
32.6K
$3.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.04K- 42.15% |
$380K - $447K
|
4.17K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-10- 0.29% |
$1.25K - $1.47K
|
3.47K
$403K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.93K- 4.74% |
$741K - $872K
|
119K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-748- 20.32% |
$93.5K - $110K
|
2.93K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71+ 2.35% |
$8.88K - $10.4K
|
3.09K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5- 0.29% |
$625 - $736
|
1.72K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.21K+ 85.17% |
$401K - $472K
|
6.97K
$810K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
690+ 4.8% |
$86.3K - $102K
|
15.1K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.67KNew |
$709K - $834K
|
5.67K
$659K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40+ 1.52% |
$5K - $5.89K
|
2.66K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-426- 10.46% |
$53.3K - $62.7K
|
3.65K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
991+ 5.11% |
$124K - $146K
|
20.4K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
486+ 1.94% |
$60.8K - $71.5K
|
25.5K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
152+ 8.33% |
$19K - $22.4K
|
1.98K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
216+ 7.2% |
$27K - $31.8K
|
3.22K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.2K+ 27.52% |
$149K - $176K
|
5.54K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 2.27% |
$1.42M - $1.68M
|
513K
$59.7M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
19+ 0.3% |
$2.38K - $2.8K
|
6.28K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 7.95% |
$22K - $25.9K
|
2.39K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
7+ 0.63% |
$875 - $1.03K
|
1.13K
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 12.28% |
$6.13K - $7.21K
|
350
$40.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
247+ 12.37% |
$30.9K - $36.4K
|
2.24K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.37K- 25.09% |
$171K - $201K
|
4.08K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.84K- 35.79% |
$355K - $417K
|
5.09K
$591K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
150+ 8.27% |
$18.8K - $22.1K
|
1.96K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.8K+ 7.23% |
$225K - $265K
|
26.7K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.15% |
$250 - $294
|
1.33K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 2.25% |
$12.3K - $14.4K
|
4.46K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 5.12% |
$12.8K - $15K
|
2.09K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
102+ 2.26% |
$12.8K - $15K
|
4.62K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
55+ 2.73% |
$6.88K - $8.09K
|
2.07K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 78.91% |
$1.95M - $2.3M
|
4.18K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
344+ 1.37% |
$43K - $50.6K
|
25.4K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-332- 3.72% |
$41.5K - $48.9K
|
8.6K
$999K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
330+ 9.97% |
$41.3K - $48.6K
|
3.64K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
560+ 3.14% |
$70K - $82.4K
|
18.4K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$25K - $29.4K
|
200
$23.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-134- 1.45% |
$16.8K - $19.7K
|
9.09K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.07K+ 2.09% |
$634K - $746K
|
248K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.54% |
$4.25K - $5K
|
6.31K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-271- 6.6% |
$33.9K - $39.9K
|
3.83K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
108+ 2.31% |
$13.5K - $15.9K
|
4.79K
$556K
|