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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.89K- 29.98% |
$361K - $425K
|
6.74K
$783K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 1.69% |
$250 - $294
|
116
$13.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-92- 75.41% |
$11.5K - $13.5K
|
30
$3.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 45.19% |
$126K - $149K
|
3.25K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.55K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-275- 0.21% |
$34.4K - $40.5K
|
134K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-112- 2.03% |
$14K - $16.5K
|
5.41K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 1.84% |
$3.75K - $4.42K
|
1.66K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$125 - $147
|
1.77K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-27- 0.57% |
$3.38K - $3.97K
|
4.68K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-8.6K- 26.19% |
$1.07M - $1.27M
|
24.2K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-255- 0.24% |
$31.9K - $37.5K
|
106K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 19.35% |
$131K - $154K
|
4.35K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
346+ 1.65% |
$43.3K - $50.9K
|
21.4K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
146+ 2.65% |
$18.3K - $21.5K
|
5.66K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
465+ 7.07% |
$58.1K - $68.4K
|
7.04K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
85+ 1.89% |
$10.6K - $12.5K
|
4.58K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 1.49% |
$8.88K - $10.4K
|
4.83K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-466- 1.45% |
$58.3K - $68.6K
|
31.6K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-586- 26.2% |
$73.3K - $86.2K
|
1.65K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 4.87% |
$25K - $29.4K
|
3.91K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165+ 0.33% |
$20.6K - $24.3K
|
49.9K
$5.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$127K - $149K
|
19.8K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.1% |
$50K - $58.9K
|
7.44K
$865K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-583- 14.88% |
$72.9K - $85.8K
|
3.34K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.29K- 30.97% |
$661K - $778K
|
11.8K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 15.73% |
$135K - $159K
|
5.78K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
3.45KNew |
$431K - $507K
|
3.45K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-6.1K- 24.63% |
$763K - $898K
|
18.7K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 10.35% |
$14.5K - $17.1K
|
1.24K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
197+ 12.69% |
$24.6K - $29K
|
1.75K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.81% |
$750 - $883
|
746
$86.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$125 - $147
|
271
$31.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-27- 0.18% |
$3.38K - $3.97K
|
14.9K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-362- 27.59% |
$45.3K - $53.3K
|
950
$110K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$125 - $147
|
1.26K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.49% |
$1.25K - $1.47K
|
2.03K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-219- 0.59% |
$27.4K - $32.2K
|
37K
$4.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 19.59% |
$85.3K - $100K
|
2.8K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
141+ 1.72% |
$17.6K - $20.8K
|
8.35K
$970K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-100- 3.3% |
$12.5K - $14.7K
|
2.93K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-374- 2.12% |
$46.8K - $55K
|
17.3K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.29K+ 171.43% |
$411K - $484K
|
5.21K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 2.83% |
$8K - $9.42K
|
2.2K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.8K+ 171.32% |
$2.48M - $2.92M
|
31.4K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-115- 0.34% |
$14.4K - $16.9K
|
34K
$3.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-80- 5.66% |
$10K - $11.8K
|
1.33K
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
14.4K+ 1075.71% |
$1.79M - $2.11M
|
15.7K
$1.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123+ 10.42% |
$15.4K - $18.1K
|
1.3K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
13K+ 59.09% |
$1.63M - $1.91M
|
35K
$4.07M
|