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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$29.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.27K- 23.33% |
$1.02M - $1.29M
|
30.5K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.83K+ 64.71% |
$202K - $254K
|
4.65K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.91KNew |
$873K - $1.1M
|
7.91K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 28.57% |
$205K - $258K
|
4.64K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$491K - $619K
|
4.45K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$92.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
51New |
$5.63K - $7.09K
|
51
$6.66K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 2.53% |
$11K - $13.9K
|
3.85K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 15.24% |
$11K - $13.9K
|
556
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-44- 0.75% |
$4.86K - $6.11K
|
5.86K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.12KClosed |
$454K - $572K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-7- 0.62% |
$772 - $973
|
1.12K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.45K- 62.18% |
$160K - $201K
|
880
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.92KNew |
$212K - $267K
|
1.92K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65K+ 8.7% |
$182K - $229K
|
20.6K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114New |
$12.6K - $15.8K
|
114
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.96K- 5.9% |
$437K - $550K
|
63.2K
$8.25M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.42% |
$1.1K - $1.39K
|
2.4K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-87- 1.11% |
$9.6K - $12.1K
|
7.75K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$6.84K - $8.61K
|
62
$8.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39+ 26.0% |
$4.3K - $5.42K
|
189
$24.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 3.4% |
$11.7K - $14.7K
|
3.23K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
210+ 9.73% |
$23.2K - $29.2K
|
2.37K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.67% |
$1.88K - $2.36K
|
2.54K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
37+ 1.15% |
$4.08K - $5.14K
|
3.26K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 3.57% |
$11K - $13.9K
|
2.7K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
272+ 11.47% |
$30K - $37.8K
|
2.64K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-47- 2.27% |
$5.19K - $6.53K
|
2.03K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
264New |
$29.1K - $36.7K
|
264
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 3.82% |
$2.21K - $2.78K
|
543
$70.9K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$110 - $139
|
86
$11.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 3.84% |
$2.1K - $2.64K
|
514
$67.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
604New |
$66.7K - $83.9K
|
604
$78.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.11% |
$221 - $278
|
1.86K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.47% |
$5.52K - $6.95K
|
3.35K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$2.18M
|