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 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.33K+ 2.87% |
$166K - $195K
|
47.5K
$5.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.46K+ 4.21% |
$433K - $510K
|
85.7K
$9.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-783- 20.95% |
$97.9K - $115K
|
2.95K
$343K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.61% |
$1.38K - $1.62K
|
1.81K
$211K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
172+ 5.06% |
$21.5K - $25.3K
|
3.57K
$415K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.49% |
$2.88K - $3.38K
|
4.72K
$548K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.48K+ 5.54% |
$560K - $659K
|
85.3K
$9.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.68% |
$12.5K - $14.7K
|
14.5K
$1.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.15K+ 60.02% |
$144K - $169K
|
3.07K
$356K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322+ 16.1% |
$40.3K - $47.4K
|
2.32K
$270K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 2.68% |
$8.75K - $10.3K
|
2.54K
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.4K+ 99.11% |
$5.42M - $6.38M
|
87.1K
$10.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-932- 77.15% |
$117K - $137K
|
276
$32.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-229- 0.7% |
$28.6K - $33.7K
|
32.3K
$3.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.86K- 13.52% |
$857K - $1.01M
|
43.9K
$5.1M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.06K- 23.42% |
$258K - $304K
|
6.75K
$785K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-74- 1.31% |
$9.25K - $10.9K
|
5.59K
$650K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-812- 45.8% |
$102K - $120K
|
961
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 1.25% |
$9.13K - $10.7K
|
5.77K
$671K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-20- 0.85% |
$2.5K - $2.94K
|
2.35K
$273K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.2K- 72.73% |
$435K - $553K
|
1.2K
$140K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2- 0.03% |
$272 - $345
|
7.62K
$886K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-250- 2.83% |
$34K - $43.2K
|
8.59K
$998K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.42K- 3.58% |
$328K - $417K
|
65.1K
$7.57M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-46- 0.67% |
$6.25K - $7.94K
|
6.84K
$795K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
38.6K+ 51.81% |
$5.24M - $6.67M
|
113K
$13.1M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-120- 25.75% |
$16.3K - $20.7K
|
346
$40.2K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.48KNew |
$1.02M - $1.29M
|
7.48K
$870K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-170- 7.43% |
$23.1K - $29.4K
|
2.12K
$246K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
450New |
$61.1K - $77.7K
|
450
$52.3K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
625New |
$84.9K - $108K
|
625
$72.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.12% |
$136 - $173
|
856
$99.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$4.21K - $5.35K
|
31
$3.6K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.45K+ 88.25% |
$197K - $250K
|
3.09K
$359K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11+ 0.64% |
$1.49K - $1.9K
|
1.74K
$202K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.97K- 34.28% |
$403K - $513K
|
5.69K
$661K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-480- 1.45% |
$65.2K - $82.9K
|
32.7K
$3.8M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
15KNew |
$2.04M - $2.6M
|
15K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$3.01M - $3.82M
|
22.1K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-7- 0.35% |
$951 - $1.21K
|
2K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.3K- 63.33% |
$992K - $1.26M
|
4.23K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-270- 14.37% |
$36.7K - $46.6K
|
1.61K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
179+ 9.75% |
$24.3K - $30.9K
|
2.01K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$2.04K - $2.59K
|
15
$1.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
219+ 6.88% |
$29.8K - $37.8K
|
3.4K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-304- 12.35% |
$41.3K - $52.5K
|
2.16K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-24- 1.14% |
$3.26K - $4.15K
|
2.09K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-128- 6.33% |
$17.4K - $22.1K
|
1.89K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-376- 14.03% |
$51.1K - $64.9K
|
2.3K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.6KNew |
$624K - $794K
|
4.6K
$534K
|
|