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 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.41% |
$1.92K - $2.45K
|
3.7K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50- 2.2% |
$6.38K - $8.17K
|
2.22K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 4.22% |
$3.83K - $4.9K
|
681
$79.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-70- 1.63% |
$8.94K - $11.4K
|
4.23K
$492K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$170K - $217K
|
1.33K
$155K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 4.19% |
$9.7K - $12.4K
|
1.89K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.44% |
$7.66K - $9.8K
|
2.4K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61KNew |
$206K - $263K
|
1.61K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$58.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-67- 4.0% |
$8.55K - $10.9K
|
1.61K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.14% |
$128 - $163
|
735
$85.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$147K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
115New |
$14.7K - $18.8K
|
115
$13.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 8.77% |
$17.2K - $22.1K
|
1.41K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$23.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.73K+ 13.86% |
$220K - $282K
|
14.2K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$151K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.43KNew |
$183K - $234K
|
1.43K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-30- 0.78% |
$3.83K - $4.9K
|
3.83K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.52K- 7.42% |
$960K - $1.23M
|
93.8K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.39KNew |
$177K - $227K
|
1.39K
$162K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.64KNew |
$209K - $267K
|
1.64K
$190K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-200- 9.13% |
$25.5K - $32.7K
|
1.99K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$174K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$147K
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.5KNew |
$447K - $572K
|
3.5K
$407K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
400+ 25.61% |
$51.1K - $65.3K
|
1.96K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
28.7KNew |
$3.67M - $4.7M
|
28.7K
$3.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$6.39K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.52KNew |
$193K - $247K
|
1.52K
$176K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$153K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 35.0% |
$408K - $522K
|
5.94K
$690K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 8.7% |
$511 - $653
|
42
$4.88K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52- 32.1% |
$6.64K - $8.49K
|
110
$12.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.71KNew |
$218K - $278K
|
1.71K
$198K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
126+ 2.89% |
$16.1K - $20.6K
|
4.48K
$521K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-30- 1.8% |
$3.83K - $4.9K
|
1.64K
$190K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$196K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-163- 91.06% |
$17.8K - $22.1K
|
16
$1.86K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1KClosed |
$1.32M - $1.64M
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$874 - $1.09K
|
8
$930
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$21.8K - $27.1K
|
200
$23.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 46.15% |
$655 - $814
|
7
$814
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 80.0% |
$218K - $271K
|
500
$58.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.78K- 31.68% |
$412K - $513K
|
8.14K
$947K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$10.9K - $13.6K
|
100
$11.6K
|
|