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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
115+ 22.03% |
$15.6K - $19.9K
|
637
$83.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$8.15K - $10.4K
|
60
$7.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3K+ 64.74% |
$1.54M - $1.96M
|
28.9K
$3.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 15.64% |
$34.6K - $44K
|
1.38K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$514K - $654K
|
3.79K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-93- 15.68% |
$12.6K - $16.1K
|
500
$65.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.6K- 41.74% |
$761K - $967K
|
7.82K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.83% |
$2.04K - $2.59K
|
1.82K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$213K - $271K
|
1.57K
$205K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$475K - $604K
|
3.5K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 0.45% |
$1.22K - $1.55K
|
1.99K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-560- 31.91% |
$76.1K - $96.7K
|
1.2K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.72% |
$136 - $173
|
139
$18.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
71New |
$9.65K - $12.3K
|
71
$9.27K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 4.07% |
$18.7K - $23.8K
|
3.25K
$424K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$543 - $691
|
4
$522
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 6.7% |
$13.3K - $16.9K
|
1.36K
$178K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-12.4K- 15.9% |
$1.69M - $2.14M
|
65.6K
$8.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.1K- 22.4% |
$557K - $708K
|
14.2K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 4.05% |
$8.97K - $11.4K
|
1.7K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-39- 11.54% |
$5.3K - $6.74K
|
299
$39K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.75% |
$408 - $518
|
397
$51.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-745- 28.49% |
$101K - $129K
|
1.87K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-373- 19.76% |
$50.7K - $64.4K
|
1.52K
$198K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-51- 3.37% |
$6.93K - $8.81K
|
1.46K
$191K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-175- 2.26% |
$23.8K - $30.2K
|
7.56K
$987K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-933- 17.94% |
$127K - $161K
|
4.27K
$557K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-600- 31.71% |
$81.5K - $104K
|
1.29K
$169K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-407- 4.08% |
$55.3K - $70.3K
|
9.58K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.77% |
$1.49K - $1.9K
|
1.44K
$188K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.5KNew |
$5.64M - $7.17M
|
41.5K
$5.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
265+ 2.84% |
$36K - $45.8K
|
9.6K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.16KNew |
$293K - $373K
|
2.16K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
34.4KNew |
$4.67M - $5.94M
|
34.4K
$4.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.2K - $9.15K
|
53
$6.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$195K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 11.1% |
$26.2K - $33.3K
|
1.93K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.03K- 4.93% |
$683K - $868K
|
96.9K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$215K - $273K
|
1.58K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $518
|
23.5K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$35.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$36K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.5K- 27.27% |
$204K - $259K
|
4K
$522K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$15.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2.2KNew |
$299K - $380K
|
2.2K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.9K - $2.42K
|
14
$1.83K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$37.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-16.6K- 26.35% |
$2.26M - $2.87M
|
46.4K
$6.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$10.7K
|