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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$22.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 26.83% |
$74.7K - $95K
|
1.5K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$23.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$162K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.85K - $3.63K
|
21
$2.74K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$187K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$9.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$875K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$8.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.94% |
$1.09K - $1.38K
|
857
$112K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.56K- 24.12% |
$212K - $269K
|
4.9K
$639K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-406- 20.47% |
$55.2K - $70.1K
|
1.58K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.29K- 16.96% |
$718K - $913K
|
25.9K
$3.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.74K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$408 - $518
|
1.08K
$141K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.34K+ 73.62% |
$454K - $577K
|
7.88K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$190K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 1.23% |
$3.8K - $4.84K
|
2.31K
$301K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-367- 8.6% |
$49.9K - $63.4K
|
3.9K
$509K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-8.93K- 6.13% |
$1.21M - $1.54M
|
137K
$17.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 5.01% |
$10.3K - $13.1K
|
1.44K
$188K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.5K+ 337.08% |
$204K - $259K
|
1.95K
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-63- 98.44% |
$8.56K - $10.9K
|
1
$131
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
242+ 14.54% |
$32.9K - $41.8K
|
1.91K
$249K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 3.53% |
$12.1K - $15.4K
|
2.43K
$318K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.92K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
217New |
$29.5K - $37.5K
|
217
$28.3K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$272 - $345
|
1.3K
$170K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-11.9K- 39.86% |
$1.51M - $1.94M
|
17.9K
$2.33M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-437- 3.22% |
$55.8K - $71.4K
|
13.1K
$1.71M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.21MNew |
$537M - $687M
|
4.21M
$549M
|
|
|
May 12, 2025
Q1 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-50- 38.46% |
$6.38K - $8.17K
|
80
$10.4K
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
6.59KNew |
$841K - $1.08M
|
6.59K
$860K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-418- 14.01% |
$53.4K - $68.3K
|
2.57K
$335K
|
|