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 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.39K+ 17085.71% |
$305K - $391K
|
2.41K
$314K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$488K - $624K
|
3.82K
$499K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$165K - $211K
|
1.29K
$169K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37KNew |
$175K - $223K
|
1.37K
$179K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.6KNew |
$204K - $261K
|
1.6K
$209K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.24% |
$511 - $653
|
1.66K
$216K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 5.27% |
$16K - $20.4K
|
2.5K
$326K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-28- 33.73% |
$3.57K - $4.57K
|
55
$7.18K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$164K - $210K
|
1.29K
$168K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$155K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.41K- 59.91% |
$308K - $394K
|
1.62K
$211K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2.86K- 95.02% |
$365K - $467K
|
150
$19.6K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
208+ 6.44% |
$26.6K - $34K
|
3.44K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3K- 36.14% |
$383K - $490K
|
5.3K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-204- 5.59% |
$26K - $33.3K
|
3.44K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
20.4KNew |
$2.6M - $3.33M
|
20.4K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.79KNew |
$228K - $292K
|
1.79K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 6.06% |
$144K - $184K
|
17.4K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-13.7K- 91.52% |
$1.74M - $2.23M
|
1.26K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
300New |
$38.3K - $49K
|
300
$39.2K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.82KNew |
$360K - $460K
|
2.82K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 29.73% |
$1.4K - $1.8K
|
26
$3.39K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
100+ 6.25% |
$12.8K - $16.3K
|
1.7K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-114- 1.11% |
$14.6K - $18.6K
|
10.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-703- 33.78% |
$89.8K - $115K
|
1.38K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
225New |
$28.7K - $36.8K
|
225
$29.4K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.6K- 53.79% |
$205K - $262K
|
1.38K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
174+ 2.57% |
$22.2K - $28.4K
|
6.95K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.02K+ 22.23% |
$131K - $167K
|
5.63K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
1.01KNew |
$129K - $165K
|
1.01K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$231K - $295K
|
1.81K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.47KNew |
$188K - $240K
|
1.47K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35KNew |
$172K - $220K
|
1.35K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-65- 9.63% |
$8.3K - $10.6K
|
610
$79.6K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-148K- 87.18% |
$18.9M - $24.2M
|
21.7K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 3.82% |
$7.53K - $9.64K
|
1.6K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.1KNew |
$396K - $506K
|
3.1K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-195- 4.53% |
$24.9K - $31.9K
|
4.11K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.34KNew |
$170K - $218K
|
1.34K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.24KNew |
$286K - $366K
|
2.24K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$2.83M - $3.62M
|
22.2K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2KNew |
$255K - $327K
|
2K
$261K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2.6KNew |
$332K - $425K
|
2.6K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.22K- 48.82% |
$155K - $199K
|
1.28K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
7.17KNew |
$915K - $1.17M
|
7.17K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.6% |
$1.28K - $1.63K
|
1.66K
$216K
|