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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9K+ 241.41% |
$3.25M - $4.13M
|
33.8K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
14.4K+ 4.29% |
$1.96M - $2.49M
|
350K
$40.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.64K- 40.92% |
$222K - $283K
|
2.36K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.03KNew |
$411K - $523K
|
3.03K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
913K+ 12.12% |
$124M - $158M
|
8.45M
$982M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-538- 27.24% |
$73.1K - $92.9K
|
1.44K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
446KNew |
$60.6M - $77.1M
|
446K
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
31.8KNew |
$4.32M - $5.49M
|
31.8K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.09K+ 97.61% |
$1.1M - $1.4M
|
16.4K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-146K- 93.01% |
$19.8M - $25.2M
|
11K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
25+ 0.05% |
$3.4K - $4.32K
|
48K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 7.9% |
$36.7K - $46.6K
|
3.15K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.56% |
$136 - $173
|
19
$2.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34+ 4.7% |
$4.62K - $5.87K
|
757
$88K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.4KNew |
$190K - $241K
|
1.4K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 1.5% |
$8.15K - $10.4K
|
3.94K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.38K- 10.76% |
$323K - $411K
|
19.7K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.39KNew |
$325K - $413K
|
2.39K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-499- 23.71% |
$67.8K - $86.2K
|
1.61K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
196+ 13.54% |
$26.6K - $33.9K
|
1.64K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 18.36% |
$7.61K - $9.67K
|
361
$42K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 6.82% |
$20.4K - $25.9K
|
2.05K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.56% |
$1.77K - $2.25K
|
2.31K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
7.26K+ 15.4% |
$987K - $1.25M
|
54.4K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 2.27% |
$13.6K - $17.3K
|
4.31K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-874- 1.13% |
$119K - $151K
|
76.4K
$8.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 18.51% |
$148K - $188K
|
4.8K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
104New |
$14.1K - $18K
|
104
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.26KNew |
$443K - $563K
|
3.26K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-38- 1.87% |
$5.16K - $6.56K
|
2K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-14.1K- 27.81% |
$1.92M - $2.44M
|
36.6K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.11K- 25.05% |
$694K - $883K
|
15.3K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.16K- 98.36% |
$293K - $373K
|
36
$4.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 1.84% |
$6.79K - $8.64K
|
2.67K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
34.4K+ 455.22% |
$4.68M - $5.94M
|
42K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-399- 13.15% |
$54.2K - $68.9K
|
2.64K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.67% |
$2.72K - $3.45K
|
2.96K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 1.29% |
$1.36K - $1.73K
|
783
$91K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 4.12% |
$8.15K - $10.4K
|
1.52K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.27M- 9.59% |
$445M - $565M
|
30.8M
$3.59B
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-3.62K- 40.93% |
$492K - $625K
|
5.23K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
5.15KNew |
$700K - $890K
|
5.15K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
PUT |
18K+ 33.03% |
$2.45M - $3.11M
|
72.5K
$8.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.84K- 45.37% |
$386K - $490K
|
3.42K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
91+ 0.78% |
$12.4K - $15.7K
|
11.8K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
280+ 5.58% |
$38K - $48.4K
|
5.3K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
226+ 0.75% |
$30.7K - $39K
|
30.6K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 1.98% |
$1.77K - $2.25K
|
644
$74.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-48- 1.48% |
$6.52K - $8.29K
|
3.2K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 1.78% |
$217K - $276K
|
88.4K
$10.3M
|