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 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $147
|
2.38K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-411- 19.0% |
$51.4K - $60.5K
|
1.75K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-168- 0.87% |
$21K - $24.7K
|
19.2K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-198- 2.23% |
$24.8K - $29.1K
|
8.67K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 8.29% |
$2.25K - $2.65K
|
199
$23.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-157- 1.54% |
$19.6K - $23.1K
|
10K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.29K- 17.62% |
$161K - $189K
|
6.01K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
203+ 3.05% |
$25.4K - $29.9K
|
6.87K
$799K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
550+ 24.85% |
$68.8K - $80.9K
|
2.76K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-498- 2.2% |
$62.3K - $73.3K
|
22.1K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-500- 2.56% |
$62.5K - $73.6K
|
19.1K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-412- 1.7% |
$51.5K - $60.6K
|
23.9K
$2.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.35K+ 22.99% |
$669K - $787K
|
28.6K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-93- 5.36% |
$11.6K - $13.7K
|
1.64K
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
877+ 1.18% |
$110K - $129K
|
75.3K
$8.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
389New |
$48.6K - $57.2K
|
389
$45.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
31+ 1.28% |
$3.88K - $4.56K
|
2.46K
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$56.3K - $66.2K
|
450
$52.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 15.21% |
$4.13K - $4.86K
|
184
$21.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
62K+ 135.98% |
$7.74M - $9.12M
|
108K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.2KNew |
$150K - $177K
|
1.2K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-4.76K- 73.93% |
$595K - $700K
|
1.68K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-643- 2.0% |
$80.4K - $94.6K
|
31.6K
$3.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5- 0.27% |
$625 - $736
|
1.85K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
58+ 0.8% |
$7.25K - $8.54K
|
7.34K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 0.86% |
$1.75K - $2.06K
|
1.62K
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.61% |
$125 - $147
|
166
$19.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$114K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 1.25% |
$62.5K - $73.6K
|
39.4K
$4.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
800+ 24.39% |
$100K - $118K
|
4.08K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.64K- 7.04% |
$205K - $241K
|
21.7K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-678- 14.78% |
$84.8K - $99.8K
|
3.91K
$454K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.65K+ 8.73% |
$207K - $243K
|
20.6K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838+ 40.74% |
$105K - $123K
|
2.9K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
575+ 4.66% |
$71.9K - $84.6K
|
12.9K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-209- 1.65% |
$26.1K - $30.8K
|
12.4K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 3.77% |
$1.25K - $1.47K
|
255
$29.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.43% |
$2.25K - $2.65K
|
4.25K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.2K- 61.67% |
$1.77M - $2.09M
|
8.81K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.3K- 75.09% |
$412K - $485K
|
1.09K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.53K- 43.02% |
$192K - $225K
|
2.03K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-85- 3.64% |
$10.6K - $12.5K
|
2.25K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.1K- 10.69% |
$638K - $751K
|
42.6K
$4.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 0.36% |
$750 - $883
|
1.67K
$194K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.16K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.9K+ 304.9% |
$5.99M - $7.05M
|
63.6K
$7.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
224+ 11.05% |
$28K - $33K
|
2.25K
$262K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-237- 4.46% |
$29.6K - $34.9K
|
5.07K
$590K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-185- 7.39% |
$23.1K - $27.2K
|
2.32K
$270K
|