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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-14.1K- 58.75% |
$1.76M - $2.08M
|
9.9K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.42% |
$1K - $1.18K
|
1.92K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-524- 2.14% |
$65.5K - $77.1K
|
24K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-476- 37.6% |
$59.5K - $70.1K
|
790
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 72.14% |
$496K - $584K
|
1.53K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-398- 2.6% |
$49.8K - $58.6K
|
14.9K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$250K - $294K
|
2K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
167New |
$20.9K - $24.6K
|
167
$21.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$227K - $267K
|
1.82K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 9.64% |
$41K - $48.3K
|
3.07K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-752- 32.23% |
$94K - $111K
|
1.58K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2- 0.96% |
$250 - $294
|
207
$27K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
7.36KNew |
$920K - $1.08M
|
7.36K
$960K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57+ 43.18% |
$7.13K - $8.39K
|
189
$24.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
65+ 2.88% |
$8.13K - $9.57K
|
2.33K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
154+ 6.97% |
$19.3K - $22.7K
|
2.36K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.78% |
$1.5K - $1.77K
|
1.55K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.75KNew |
$219K - $257K
|
1.75K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
378+ 7.17% |
$47.3K - $55.6K
|
5.65K
$738K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.33% |
$2.88K - $3.38K
|
714
$93.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-80- 4.56% |
$10K - $11.8K
|
1.68K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.4K- 8.22% |
$7.42M - $8.74M
|
663K
$86.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.29% |
$253K - $298K
|
707K
$92.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-493- 20.89% |
$61.6K - $72.6K
|
1.87K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
SELL
|
- |
-37K- 47.74% |
$4.63M - $5.45M
|
40.5K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 12.28% |
$6.13K - $7.21K
|
350
$45.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.37K- 25.09% |
$171K - $201K
|
4.08K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$25K - $29.4K
|
200
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-92- 75.41% |
$11.5K - $13.5K
|
30
$3.92K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-586- 26.2% |
$73.3K - $86.2K
|
1.65K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-362- 27.59% |
$45.3K - $53.3K
|
950
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$125 - $147
|
1.26K
$165K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 2.83% |
$8K - $9.42K
|
2.2K
$287K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 42.08% |
$21.3K - $25K
|
574
$74.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.76KNew |
$970K - $1.14M
|
7.76K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
202+ 8.34% |
$25.3K - $29.7K
|
2.62K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$125 - $147
|
1
$131
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-48- 71.64% |
$6K - $7.06K
|
19
$2.48K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
389New |
$48.6K - $57.2K
|
389
$50.8K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-4.76K- 73.93% |
$595K - $700K
|
1.68K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838+ 40.74% |
$105K - $123K
|
2.9K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-783- 20.95% |
$97.9K - $115K
|
2.95K
$386K
|