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 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.48% |
$182 - $213
|
415
$48.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
728New |
$66.1K - $77.5K
|
728
$84.6K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
253New |
$23K - $26.9K
|
253
$29.4K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
55.9KNew |
$5.23M - $6.24M
|
55.9K
$6.5M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-125Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
103+ 4.04% |
$9.63K - $11.5K
|
2.65K
$308K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175Closed |
$16.4K - $19.5K
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.11KNew |
$197K - $235K
|
2.11K
$245K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 7.41% |
$153K - $183K
|
20.5K
$2.38M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
25New |
$2.34K - $2.79K
|
25
$2.91K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 72.61% |
$4.4M - $5.25M
|
17.8K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
74+ 1.01% |
$6.92K - $8.25K
|
7.37K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$14.7M - $17.6M
|
158K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$378K - $450K
|
4.04K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Bornite Capital Management LP
|
BUY
|
- |
4KNew |
$374K - $446K
|
4K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.2K- 4.21% |
$1.98M - $2.36M
|
482K
$56.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20- 0.83% |
$1.87K - $2.23K
|
2.39K
$278K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.6KNew |
$2.49M - $2.97M
|
26.6K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 7.86% |
$278K - $331K
|
34.8K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.16KNew |
$295K - $352K
|
3.16K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$608K - $724K
|
6.5K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.17KNew |
$296K - $353K
|
3.17K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-244- 10.05% |
$22.8K - $27.2K
|
2.19K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-211- 2.4% |
$19.7K - $23.5K
|
8.57K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
27.9KNew |
$2.61M - $3.11M
|
27.9K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
462New |
$43.2K - $51.5K
|
462
$53.7K
|
|
|
May 15, 2023
Q1 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-13.3K- 11.68% |
$1.24M - $1.48M
|
101K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
59+ 2.44% |
$5.52K - $6.58K
|
2.48K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.9K+ 286.22% |
$552K - $658K
|
7.96K
$925K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
573New |
$53.6K - $63.9K
|
573
$66.6K
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
92New |
$8.61K - $10.3K
|
92
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17KNew |
$1.59M - $1.9M
|
17K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.26K+ 150.67% |
$492K - $586K
|
8.75K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
64.5KNew |
$6.03M - $7.19M
|
64.5K
$7.49M
|
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
25KNew |
$2.34M - $2.79M
|
25K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20KNew |
$1.87M - $2.23M
|
20K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-6K- 50.0% |
$561K - $669K
|
6K
$698K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
596+ 59.07% |
$55.7K - $66.4K
|
1.61K
$187K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-577- 69.18% |
$54K - $64.3K
|
257
$29.9K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
997New |
$93.3K - $111K
|
997
$116K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-398- 15.45% |
$37.2K - $44.4K
|
2.18K
$253K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.26K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.16K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
22+ 1.09% |
$2.06K - $2.45K
|
2.04K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66New |
$6.17K - $7.36K
|
66
$7.67K
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-11.9K- 11.86% |
$1.11M - $1.33M
|
88.4K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.26K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-78- 1.94% |
$7.3K - $8.7K
|
3.95K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-453- 31.18% |
$42.4K - $50.5K
|
1K
$116K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
99New |
$9.26K - $11K
|
99
$11.5K
|
|