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 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.83% |
$6.79K - $8.64K
|
6K
$697K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.5K- 20.49% |
$340K - $432K
|
9.7K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
192New |
$26.1K - $33.2K
|
192
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-10- 0.5% |
$1.36K - $1.73K
|
1.99K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.11% |
$272 - $345
|
1.79K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
124New |
$16.8K - $21.4K
|
124
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 14.89% |
$4.75K - $6.04K
|
200
$23.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.47% |
$136 - $173
|
212
$24.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
327+ 11.17% |
$44.4K - $56.5K
|
3.26K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
115+ 22.03% |
$15.6K - $19.9K
|
637
$74.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$8.15K - $10.4K
|
60
$6.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3K+ 64.74% |
$1.54M - $1.96M
|
28.9K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 15.64% |
$34.6K - $44K
|
1.38K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$514K - $654K
|
3.79K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-24- 0.36% |
$3.26K - $4.15K
|
6.69K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.08K- 3.45% |
$147K - $187K
|
30.2K
$3.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
679+ 8.89% |
$92.2K - $117K
|
8.31K
$967K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-275- 1.36% |
$37.4K - $47.5K
|
19.9K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-93- 15.68% |
$12.6K - $16.1K
|
500
$58.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$9.1K - $11.6K
|
67
$7.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.6K- 41.74% |
$761K - $967K
|
7.82K
$909K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.83% |
$2.04K - $2.59K
|
1.82K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$213K - $271K
|
1.57K
$183K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$475K - $604K
|
3.5K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 0.45% |
$1.22K - $1.55K
|
1.99K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
391New |
$53.1K - $67.5K
|
391
$45.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-560- 31.91% |
$76.1K - $96.7K
|
1.2K
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.72% |
$136 - $173
|
139
$16.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-59K- 25.07% |
$8.02M - $10.2M
|
176K
$20.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-18.7K- 20.98% |
$2.53M - $3.22M
|
70.3K
$8.17M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-96.9K- 37.96% |
$13.2M - $16.7M
|
158K
$18.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
71New |
$9.65K - $12.3K
|
71
$8.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.1% |
$679 - $864
|
4.96K
$576K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 4.07% |
$18.7K - $23.8K
|
3.25K
$378K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$543 - $691
|
4
$465
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 6.7% |
$13.3K - $16.9K
|
1.36K
$159K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-12.4K- 15.9% |
$1.69M - $2.14M
|
65.6K
$7.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 8.94% |
$3.67K - $4.66K
|
329
$38.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.1K- 22.4% |
$557K - $708K
|
14.2K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-498- 23.45% |
$67.7K - $86K
|
1.63K
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.77K- 24.32% |
$240K - $305K
|
5.5K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 4.05% |
$8.97K - $11.4K
|
1.7K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-39- 11.54% |
$5.3K - $6.74K
|
299
$34.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.4KNew |
$2.5M - $3.17M
|
18.4K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.75% |
$408 - $518
|
397
$46.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-745- 28.49% |
$101K - $129K
|
1.87K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-373- 19.76% |
$50.7K - $64.4K
|
1.52K
$176K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-641- 5.12% |
$87.1K - $111K
|
11.9K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-99- 3.03% |
$13.4K - $17.1K
|
3.17K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-51- 3.37% |
$6.93K - $8.81K
|
1.46K
$170K
|