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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
181+ 43.51% |
$17.3K - $22.5K
|
597
$69.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-230- 2.04% |
$21.9K - $28.6K
|
11.1K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
350New |
$33.4K - $43.5K
|
350
$40.7K
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.27KNew |
$598K - $779K
|
6.27K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
118KNew |
$11.3M - $14.7M
|
118K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
169+ 4.65% |
$16.1K - $21K
|
3.8K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$280K - $365K
|
2.94K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
315KNew |
$30.1M - $39.2M
|
315K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-282- 3.35% |
$26.9K - $35K
|
8.14K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.66K+ 47.63% |
$349K - $455K
|
11.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-10K- 11.76% |
$954K - $1.24M
|
75K
$8.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.34K- 5.74% |
$414K - $540K
|
71.3K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.8K- 4.56% |
$172K - $224K
|
37.7K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.7KNew |
$163K - $212K
|
1.7K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$97.9K - $128K
|
1.03K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$179K - $233K
|
1.88K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-247- 11.0% |
$23.6K - $30.7K
|
2K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
26+ 0.93% |
$2.48K - $3.23K
|
2.81K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
61.6KNew |
$5.87M - $7.65M
|
61.6K
$7.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80+ 83.33% |
$7.63K - $9.94K
|
176
$20.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$572 - $746
|
6
$698
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58KClosed |
$246K - $321K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$3.63K - $4.72K
|
38
$4.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.35K- 53.62% |
$225K - $293K
|
2.04K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
267+ 0.23% |
$25.5K - $33.2K
|
117K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
303+ 1.06% |
$28.9K - $37.7K
|
28.9K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$231K - $301K
|
2.42K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 11.63% |
$9.54K - $12.4K
|
960
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20KNew |
$1.91M - $2.48M
|
20K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.67% |
$1.53K - $1.99K
|
2.41K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$4.77K - $6.21K
|
50
$5.81K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 35.32% |
$95.7K - $125K
|
1.84K
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.26KNew |
$692K - $902K
|
7.26K
$843K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.8KNew |
$171K - $223K
|
1.8K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$184K - $240K
|
1.93K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
366KNew |
$34.9M - $45.5M
|
366K
$42.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.56% |
$19.1K - $24.9K
|
3.4K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$228K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
11.6KNew |
$1.11M - $1.44M
|
11.6K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$191K - $249K
|
2K
$233K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.97K+ 45.78% |
$283K - $369K
|
9.46K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$1.43K - $1.86K
|
50
$5.81K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$206K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
400New |
$38.2K - $49.7K
|
400
$46.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.76KNew |
$263K - $343K
|
2.76K
$321K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 5.32% |
$2.39K - $3.11K
|
445
$51.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.43KNew |
$423K - $551K
|
4.43K
$515K
|