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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25- 0.29% |
$2.11K - $2.81K
|
8.51K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
15.6KNew |
$1.32M - $1.75M
|
15.6K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
17KNew |
$1.44M - $1.91M
|
17K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.6KNew |
$643K - $854K
|
7.6K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.11KClosed |
$263K - $349K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
117New |
$9.9K - $13.1K
|
117
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-950- 23.47% |
$80.4K - $107K
|
3.1K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.1K+ 38.39% |
$600K - $797K
|
25.6K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 1.79% |
$507 - $674
|
329
$38.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
767+ 123.11% |
$64.9K - $86.1K
|
1.39K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
171+ 19.72% |
$14.5K - $19.2K
|
1.04K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.17% |
$2.71K - $3.59K
|
2.69K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.63K- 16.1% |
$138K - $183K
|
8.51K
$989K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
574New |
$48.5K - $64.5K
|
574
$66.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.46% |
$84.6 - $112
|
220
$25.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 5.94% |
$45K - $59.7K
|
9.5K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$16.9K - $22.5K
|
200
$23.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
425+ 91.4% |
$35.9K - $47.7K
|
890
$103K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
251New |
$21.2K - $28.2K
|
251
$29.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
220New |
$18.6K - $24.7K
|
220
$25.6K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
49New |
$4.14K - $5.5K
|
49
$5.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 18.04% |
$2.96K - $3.93K
|
159
$18.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
21.6K+ 11.1% |
$1.83M - $2.42M
|
216K
$25.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2New |
$169 - $225
|
2
$233
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.43KNew |
$206K - $273K
|
2.43K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2+ 0.06% |
$169 - $225
|
3.33K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-446- 1.69% |
$37.7K - $50.1K
|
26K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$423 - $562
|
5
$581
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$1.69K - $2.25K
|
20
$2.33K
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.5K- 38.46% |
$211K - $281K
|
4K
$465K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-343- 1.54% |
$29K - $38.5K
|
22K
$2.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.24K- 1.91% |
$105K - $139K
|
63.6K
$7.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.4KNew |
$203K - $270K
|
2.4K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.12KNew |
$179K - $238K
|
2.12K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
7.23KNew |
$612K - $812K
|
7.23K
$840K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-77- 32.49% |
$6.51K - $8.65K
|
160
$18.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-29.9K- 91.96% |
$2.53M - $3.36M
|
2.61K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.33KNew |
$197K - $261K
|
2.33K
$270K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
213New |
$18K - $23.9K
|
213
$24.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-125- 8.83% |
$10.6K - $14K
|
1.29K
$150K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.92% |
$4.23K - $5.62K
|
5.48K
$636K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-527- 45.91% |
$44.6K - $59.2K
|
621
$72.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.63K+ 37.36% |
$223K - $296K
|
9.68K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
100+ 2.83% |
$8.46K - $11.2K
|
3.63K
$422K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
19+ 0.37% |
$1.61K - $2.13K
|
5.16K
$600K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-800- 23.29% |
$67.7K - $89.8K
|
2.64K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-19.3K- 19.6% |
$1.63M - $2.17M
|
79.1K
$9.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.53K- 0.5% |
$129K - $171K
|
306K
$35.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
400New |
$33.8K - $44.9K
|
400
$46.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$5.81K
|