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 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.5K+ 6.24% |
$2.41M - $2.82M
|
451K
$52.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-891- 11.93% |
$80.9K - $94.9K
|
6.58K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.29K+ 2.56% |
$571K - $670K
|
252K
$29.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$277K - $325K
|
3.05K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
150+ 2.25% |
$13.6K - $16K
|
6.83K
$794K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150New |
$13.6K - $16K
|
150
$17.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
319New |
$29K - $34K
|
319
$37.1K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-790- 48.2% |
$71.7K - $84.1K
|
849
$98.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 9.43% |
$4.54K - $5.32K
|
580
$67.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-81- 0.36% |
$7.36K - $8.62K
|
22.4K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-253- 10.42% |
$23K - $26.9K
|
2.17K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.73K- 37.16% |
$430K - $504K
|
8K
$930K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$54.9K - $64.4K
|
605
$70.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.7K+ 82.84% |
$976K - $1.14M
|
23.7K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.14K+ 6.8% |
$557K - $654K
|
96.4K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
6.1KNew |
$554K - $649K
|
6.1K
$709K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
153New |
$13.9K - $16.3K
|
153
$17.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$90.8 - $106
|
745
$86.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 0.72% |
$2.18K - $2.56K
|
3.32K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$283K - $332K
|
3.12K
$362K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
18.5KNew |
$1.68M - $1.97M
|
18.5K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
101+ 10.11% |
$9.17K - $10.8K
|
1.1K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
482+ 6.5% |
$43.8K - $51.3K
|
7.89K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
262+ 2.55% |
$23.8K - $27.9K
|
10.6K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 31.03% |
$194K - $227K
|
4.75K
$552K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$90.8 - $106
|
355
$41.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
150KNew |
$13.7M - $16M
|
150K
$17.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-6.59K- 48.07% |
$598K - $701K
|
7.12K
$827K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-21.9K- 48.24% |
$1.99M - $2.33M
|
23.5K
$2.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 8.11% |
$4.09K - $4.79K
|
510
$59.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$9.08K - $10.6K
|
100
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4KNew |
$364K - $426K
|
4K
$465K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 1.87% |
$1.18K - $1.38K
|
682
$79.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.25K- 20.16% |
$114K - $133K
|
4.95K
$575K
|
|
|
Jul 24, 2023
Q2 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-1K- 9.09% |
$90.8K - $106K
|
10K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$20.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.98% |
$6.63K - $7.77K
|
7.35K
$855K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$20.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-216- 1.28% |
$19.6K - $23K
|
16.7K
$1.94M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 3.26% |
$636 - $745
|
222
$25.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-514K- 88.95% |
$46.6M - $54.7M
|
63.8K
$7.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
900New |
$81.7K - $95.8K
|
900
$105K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
318New |
$28.9K - $33.9K
|
318
$37K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
138New |
$12.5K - $14.7K
|
138
$16K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.2K - $21.3K
|
200
$23.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 2.54% |
$908 - $1.06K
|
383
$44.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 0.56% |
$908 - $1.06K
|
1.78K
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.41% |
$90.8 - $106
|
72
$8.37K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-138- 4.67% |
$12.5K - $14.7K
|
2.82K
$327K
|