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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-10K- 23.53% |
$1.09M - $1.36M
|
32.5K
$3.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-770- 4.81% |
$84.1K - $105K
|
15.2K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.64KNew |
$179K - $223K
|
1.64K
$191K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.17% |
$655 - $814
|
3.64K
$423K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-150- 32.26% |
$16.4K - $20.4K
|
315
$36.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-597- 14.7% |
$65.2K - $81K
|
3.47K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
91+ 49.46% |
$9.94K - $12.4K
|
275
$32K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$2.07K - $2.58K
|
19
$2.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-641- 26.75% |
$70K - $87K
|
1.76K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.08% |
$6.11K - $7.6K
|
2.64K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-508- 11.36% |
$55.5K - $68.9K
|
3.96K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
179New |
$19.5K - $24.3K
|
179
$20.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
100+ 3.05% |
$10.9K - $13.6K
|
3.38K
$393K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$270K - $335K
|
2.47K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
599+ 6.84% |
$65.4K - $81.3K
|
9.35K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.58KNew |
$281K - $349K
|
2.58K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.62KNew |
$177K - $220K
|
1.62K
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.13KNew |
$341K - $424K
|
3.13K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.16KNew |
$564K - $701K
|
5.16K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $136
|
3.48K
$404K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-156- 1.29% |
$17K - $21.2K
|
11.9K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-66- 2.48% |
$7.21K - $8.96K
|
2.6K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-629- 27.66% |
$68.7K - $85.4K
|
1.65K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 0.37% |
$10.9K - $13.6K
|
26.6K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
CALL |
200New |
$21.8K - $27.1K
|
200
$23.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 0.56% |
$1.64K - $2.04K
|
2.67K
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 2.1% |
$6.88K - $8.55K
|
3.06K
$356K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.36K- 12.9% |
$148K - $184K
|
9.17K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$175K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-850- 33.86% |
$92.8K - $115K
|
1.66K
$193K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-30- 1.89% |
$3.28K - $4.07K
|
1.56K
$181K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.93MNew |
$375M - $488M
|
3.93M
$457M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.67KClosed |
$541K - $705K
|
0
$0
|
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.81KNew |
$364K - $474K
|
3.81K
$443K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
80.5K+ 60.4% |
$7.68M - $10M
|
214K
$24.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
425New |
$40.5K - $52.8K
|
425
$49.4K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 52.22% |
$511K - $666K
|
4.91K
$570K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
848New |
$80.9K - $105K
|
848
$98.6K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 53.26% |
$675K - $879K
|
20.4K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.99KNew |
$189K - $247K
|
1.99K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
184+ 6.76% |
$17.6K - $22.9K
|
2.9K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-650- 6.7% |
$62K - $80.8K
|
9.06K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 4.63% |
$128K - $167K
|
27.6K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
19.8KNew |
$1.88M - $2.45M
|
19.8K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
392+ 6.56% |
$37.4K - $48.7K
|
6.37K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
118K+ 39166.67% |
$11.2M - $14.6M
|
118K
$13.7M
|
|