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 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.16KNew |
$531K - $680K
|
4.16K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-65- 1.06% |
$8.3K - $10.6K
|
6.05K
$703K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-180- 11.86% |
$23K - $29.4K
|
1.34K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 6.15% |
$12.8K - $16.3K
|
1.53K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-571- 6.79% |
$72.9K - $93.3K
|
7.84K
$911K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.31KNew |
$167K - $214K
|
1.31K
$152K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.9KNew |
$243K - $311K
|
1.9K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$166K - $212K
|
1.3K
$151K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-66- 4.24% |
$8.43K - $10.8K
|
1.49K
$173K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
PUT |
-700- 41.18% |
$89.4K - $114K
|
1K
$116K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$14.4M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
532New |
$67.9K - $86.9K
|
532
$61.8K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.31K
|
4.12K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-795- 4.52% |
$101K - $130K
|
16.8K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$169K - $216K
|
1.32K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
814+ 20.8% |
$104K - $133K
|
4.73K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 1.34% |
$3.19K - $4.08K
|
1.89K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.86KNew |
$1M - $1.28M
|
7.86K
$913K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 102.13% |
$12.3K - $15.7K
|
190
$22.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
35KNew |
$4.47M - $5.72M
|
35K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.42KNew |
$181K - $232K
|
1.42K
$165K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
127New |
$16.2K - $20.7K
|
127
$14.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.66K- 43.37% |
$467K - $597K
|
4.78K
$555K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
84New |
$10.7K - $13.7K
|
84
$9.77K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
22KNew |
$2.81M - $3.6M
|
22K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
27.7KNew |
$3.54M - $4.53M
|
27.7K
$3.22M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
50+ 1.25% |
$6.38K - $8.17K
|
4.05K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 3.22% |
$6.64K - $8.49K
|
1.56K
$182K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$161K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.67K+ 11.86% |
$213K - $272K
|
15.7K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$164K - $209K
|
1.28K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$147K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23.9K- 79.55% |
$3.05M - $3.9M
|
6.15K
$714K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
360New |
$46K - $58.8K
|
360
$41.9K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$153K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
89New |
$11.4K - $14.5K
|
89
$10.3K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.17K+ 3.85% |
$150K - $192K
|
31.7K
$3.68M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.82KNew |
$232K - $297K
|
1.82K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 24.05% |
$53.6K - $68.6K
|
2.17K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
50.3KNew |
$6.42M - $8.22M
|
50.3K
$5.85M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 11.73% |
$321K - $410K
|
23.9K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-20.2K- 33.21% |
$2.57M - $3.29M
|
40.5K
$4.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.24KNew |
$158K - $202K
|
1.24K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$184K - $236K
|
1.45K
$168K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
1.4KNew |
$179K - $229K
|
1.4K
$163K
|