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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.47K+ 21.14% |
$188K - $240K
|
8.43K
$980K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
728New |
$92.9K - $119K
|
728
$84.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.27% |
$766 - $980
|
2.26K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $163
|
5.81K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.8% |
$5.87K - $7.51K
|
1.6K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 7.51% |
$14.4K - $18.5K
|
1.39K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-70- 1.23% |
$8.94K - $11.4K
|
5.63K
$655K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-876- 37.24% |
$112K - $143K
|
1.48K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.39KNew |
$178K - $227K
|
1.39K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.1% |
$4.21K - $5.39K
|
2.96K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-75- 3.84% |
$9.58K - $12.3K
|
1.88K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$229K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$147K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.43KNew |
$182K - $233K
|
1.43K
$166K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
638+ 14.2% |
$81.5K - $104K
|
5.13K
$596K
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-15.2K- 48.32% |
$1.94M - $2.49M
|
16.3K
$1.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-726- 31.77% |
$92.7K - $119K
|
1.56K
$181K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.94% |
$4.47K - $5.72K
|
1.77K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$12.8K - $16.3K
|
100
$11.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$153K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.37KNew |
$174K - $223K
|
1.37K
$159K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$157K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$255 - $327
|
1.9K
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.33KNew |
$170K - $218K
|
1.33K
$155K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$149K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
23.3KNew |
$2.97M - $3.8M
|
23.3K
$2.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 714.29% |
$6.38K - $8.17K
|
57
$6.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51KNew |
$192K - $246K
|
1.51K
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-617- 13.83% |
$78.8K - $101K
|
3.85K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$12K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$191K - $244K
|
1.49K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
81+ 4.64% |
$10.3K - $13.2K
|
1.83K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$189K - $242K
|
1.48K
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
16+ 0.65% |
$2.04K - $2.61K
|
2.49K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$145K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.35KNew |
$172K - $221K
|
1.35K
$157K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.31KNew |
$167K - $213K
|
1.31K
$152K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-390- 22.81% |
$49.8K - $63.7K
|
1.32K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-800- 22.21% |
$102K - $131K
|
2.8K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.2% |
$511 - $653
|
2.04K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$149K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.52KNew |
$705K - $901K
|
5.52K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-13.4K- 97.1% |
$1.71M - $2.19M
|
400
$46.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-41- 2.67% |
$5.23K - $6.7K
|
1.5K
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
174New |
$22.2K - $28.4K
|
174
$20.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.37% |
$12.8K - $16.3K
|
1.47K
$171K
|