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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.8K+ 42.85% |
$1.76M - $2.25M
|
45.9K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-120- 6.59% |
$15.3K - $19.6K
|
1.7K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1K- 1.39% |
$128K - $163K
|
71.1K
$8.27M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.27KNew |
$163K - $208K
|
1.27K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258+ 71.07% |
$32.9K - $42.1K
|
621
$72.2K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
11.2KNew |
$1.43M - $1.83M
|
11.2K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.1K- 16.52% |
$1.54M - $1.97M
|
60.9K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$146K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
280+ 10.68% |
$35.7K - $45.7K
|
2.9K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
320New |
$40.9K - $52.3K
|
320
$37.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.88K- 2.49% |
$367K - $470K
|
113K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-250- 5.4% |
$31.9K - $40.8K
|
4.38K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12.4K- 4.72% |
$1.59M - $2.03M
|
251K
$29.2M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.7K- 99.95% |
$1.75M - $2.24M
|
7
$814
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
25KNew |
$3.19M - $4.08M
|
25K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 27.5% |
$23.5K - $30.1K
|
485
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
672+ 6.22% |
$85.8K - $110K
|
11.5K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.27KNew |
$290K - $371K
|
2.27K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
40KNew |
$5.11M - $6.53M
|
40K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
PUT |
36KNew |
$4.6M - $5.88M
|
36K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-101- 5.84% |
$12.9K - $16.5K
|
1.63K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129+ 1.44% |
$16.5K - $21.1K
|
9.08K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 45.45% |
$2.55K - $3.27K
|
24
$2.79K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
4.6K+ 231.49% |
$588K - $752K
|
6.59K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
24+ 0.16% |
$3.06K - $3.92K
|
14.8K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500New |
$63.8K - $81.7K
|
500
$58.1K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$151K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
40KNew |
$5.11M - $6.53M
|
40K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-114- 0.67% |
$14.6K - $18.6K
|
16.9K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.23KNew |
$157K - $201K
|
1.23K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.98K+ 263.61% |
$635K - $813K
|
6.87K
$798K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
450New |
$57.5K - $73.5K
|
450
$52.3K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-14- 0.45% |
$1.79K - $2.29K
|
3.13K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.6K- 6.08% |
$5.31M - $6.79M
|
642K
$74.6M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 3.68% |
$14.8K - $18.9K
|
3.27K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
864+ 84.13% |
$110K - $141K
|
1.89K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$153K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.41KNew |
$180K - $231K
|
1.41K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 50.33% |
$165K - $211K
|
1.28K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
13.6KNew |
$1.74M - $2.22M
|
13.6K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
61New |
$7.79K - $9.96K
|
61
$7.09K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-12- 0.48% |
$1.53K - $1.96K
|
2.5K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
897+ 44.65% |
$115K - $147K
|
2.91K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-130- 1.36% |
$16.6K - $21.2K
|
9.44K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.33KNew |
$169K - $217K
|
1.33K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-108- 12.95% |
$13.8K - $17.6K
|
726
$84.4K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19+ 2.8% |
$2.43K - $3.1K
|
697
$81K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 42.86% |
$766 - $980
|
20
$2.33K
|