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 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-204- 2.48% |
$27.7K - $35.2K
|
8.01K
$932K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-175- 2.26% |
$23.8K - $30.2K
|
7.56K
$879K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-933- 17.94% |
$127K - $161K
|
4.27K
$496K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-36.6K- 94.46% |
$4.97M - $6.32M
|
2.15K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-600- 31.71% |
$81.5K - $104K
|
1.29K
$150K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$299K - $380K
|
2.2K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
13.6KNew |
$1.85M - $2.35M
|
13.6K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-134- 1.27% |
$18.2K - $23.1K
|
10.4K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-78- 5.18% |
$10.6K - $13.5K
|
1.43K
$166K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 21.1% |
$136K - $173K
|
5.74K
$667K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.56% |
$6.79K - $8.64K
|
850
$98.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-407- 4.08% |
$55.3K - $70.3K
|
9.58K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.77% |
$1.49K - $1.9K
|
1.44K
$168K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.5KNew |
$5.64M - $7.17M
|
41.5K
$4.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-246- 14.68% |
$33.4K - $42.5K
|
1.43K
$166K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
265+ 2.84% |
$36K - $45.8K
|
9.6K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.16KNew |
$293K - $373K
|
2.16K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
34.4KNew |
$4.67M - $5.94M
|
34.4K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-290- 8.72% |
$39.4K - $50.1K
|
3.04K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.2K - $9.15K
|
53
$6.16K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$174K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 11.1% |
$26.2K - $33.3K
|
1.93K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1K- 19.44% |
$136K - $173K
|
4.15K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.03K- 4.93% |
$683K - $868K
|
96.9K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$215K - $273K
|
1.58K
$184K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-542- 8.02% |
$73.6K - $93.6K
|
6.21K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $518
|
23.5K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$31.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$32.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-134- 1.45% |
$18.2K - $23.1K
|
9.14K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.76KNew |
$374K - $476K
|
2.76K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.5K- 27.27% |
$204K - $259K
|
4K
$465K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$14.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2.2KNew |
$299K - $380K
|
2.2K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 3.99% |
$13.6K - $17.3K
|
2.41K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
30+ 0.89% |
$4.08K - $5.18K
|
3.4K
$395K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
739+ 12.88% |
$100K - $128K
|
6.48K
$753K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
316+ 13.73% |
$42.9K - $54.6K
|
2.62K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.9K - $2.42K
|
14
$1.63K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 1.31% |
$1.9K - $2.42K
|
1.05K
$122K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$33.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-16.6K- 26.35% |
$2.26M - $2.87M
|
46.4K
$5.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$9.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$9.53K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.49K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.51KNew |
$205K - $260K
|
1.51K
$175K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91+ 5.6% |
$12.4K - $15.7K
|
1.72K
$199K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$184K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.42% |
$1.67M - $2.12M
|
11.6K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 1.73% |
$3.67K - $4.66K
|
1.53K
$178K
|