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 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-49- 2.8% |
$6.66K - $8.46K
|
1.7K
$197K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-175- 2.33% |
$23.8K - $30.2K
|
7.33K
$853K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 35.42% |
$84K - $107K
|
2.36K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-125- 4.87% |
$17K - $21.6K
|
2.44K
$284K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.74K
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$408 - $518
|
1.08K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$136 - $173
|
18.3K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-20- 0.18% |
$2.72K - $3.45K
|
11.1K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.34K+ 73.62% |
$454K - $577K
|
7.88K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.26KNew |
$1.12M - $1.43M
|
8.26K
$960K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$32.9K - $41.8K
|
242
$28.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$169K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 1.23% |
$3.8K - $4.84K
|
2.31K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-74- 43.79% |
$10.1K - $12.8K
|
95
$11K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-367- 8.6% |
$49.9K - $63.4K
|
3.9K
$453K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-8.93K- 6.13% |
$1.21M - $1.54M
|
137K
$15.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 5.01% |
$10.3K - $13.1K
|
1.44K
$168K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
50+ 1.1% |
$6.79K - $8.64K
|
4.58K
$532K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-33- 1.54% |
$4.48K - $5.7K
|
2.1K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.5K+ 337.08% |
$204K - $259K
|
1.95K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 0.99% |
$13.6K - $17.3K
|
10.2K
$1.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-63- 98.44% |
$8.56K - $10.9K
|
1
$116
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
301+ 3.49% |
$40.9K - $52K
|
8.92K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
242+ 14.54% |
$32.9K - $41.8K
|
1.91K
$222K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 3.53% |
$12.1K - $15.4K
|
2.43K
$283K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
274New |
$37.2K - $47.3K
|
274
$31.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.49K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
217New |
$29.5K - $37.5K
|
217
$25.2K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$272 - $345
|
1.3K
$151K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
35+ 1.49% |
$4.75K - $6.04K
|
2.39K
$277K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-160- 6.23% |
$21.7K - $27.6K
|
2.41K
$280K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
54.8K+ 28.63% |
$6.99M - $8.95M
|
246K
$28.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$488K - $624K
|
3.82K
$444K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$165K - $211K
|
1.29K
$150K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37KNew |
$175K - $223K
|
1.37K
$159K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.6KNew |
$204K - $261K
|
1.6K
$186K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.9KNew |
$754K - $964K
|
5.9K
$686K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.24% |
$511 - $653
|
1.66K
$192K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
120+ 3.89% |
$15.3K - $19.6K
|
3.21K
$373K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 5.27% |
$16K - $20.4K
|
2.5K
$290K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-28- 33.73% |
$3.57K - $4.57K
|
55
$6.39K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$164K - $210K
|
1.29K
$150K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$138K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-41- 32.54% |
$5.23K - $6.7K
|
85
$9.88K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.41K- 59.91% |
$308K - $394K
|
1.62K
$188K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-165- 7.38% |
$21.1K - $27K
|
2.07K
$241K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2.86K- 95.02% |
$365K - $467K
|
150
$17.4K
|
|