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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$13.6K - $17.3K
|
100
$11.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$11.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$19.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 26.83% |
$74.7K - $95K
|
1.5K
$174K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$21.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-72- 4.0% |
$9.78K - $12.4K
|
1.73K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.66% |
$2.04K - $2.59K
|
2.29K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.36% |
$2.72K - $3.45K
|
1.5K
$174K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$144K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.85K - $3.63K
|
21
$2.44K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$305K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
90New |
$12.2K - $15.5K
|
90
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-17- 7.33% |
$2.31K - $2.94K
|
215
$25K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$214K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$8.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.35% |
$6.11K - $7.77K
|
3.3K
$384K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-32.8K- 11.92% |
$4.46M - $5.67M
|
243K
$28.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-134- 0.47% |
$18.2K - $23.1K
|
28.1K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-5.41K- 65.01% |
$735K - $934K
|
2.91K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$779K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-187- 7.32% |
$25.4K - $32.3K
|
2.37K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15+ 0.89% |
$2.04K - $2.59K
|
1.7K
$197K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$7.56K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.95K+ 57.35% |
$265K - $337K
|
5.35K
$622K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.94% |
$1.09K - $1.38K
|
857
$99.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$20.4K - $25.9K
|
150
$17.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.56K- 24.12% |
$212K - $269K
|
4.9K
$569K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.4K+ 74.19% |
$190K - $242K
|
3.29K
$382K
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-62- 3.62% |
$8.42K - $10.7K
|
1.65K
$192K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-389- 11.19% |
$52.8K - $67.2K
|
3.09K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-13- 0.26% |
$1.77K - $2.25K
|
5.04K
$586K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352+ 17.6% |
$47.8K - $60.8K
|
2.35K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 2.66% |
$951 - $1.21K
|
256
$29.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$171K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.18% |
$543 - $691
|
2.28K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
27+ 0.58% |
$3.67K - $4.66K
|
4.72K
$549K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-406- 20.47% |
$55.2K - $70.1K
|
1.58K
$183K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
SELL
|
- |
-30- 0.2% |
$4.08K - $5.18K
|
15.3K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-24- 1.44% |
$3.26K - $4.15K
|
1.64K
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.29K- 16.96% |
$718K - $913K
|
25.9K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$183K
|