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 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.53K- 18.9% |
$277K - $344K
|
10.9K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$242K - $301K
|
2.22K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 4.78% |
$2.95K - $3.66K
|
592
$77.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79- 3.18% |
$8.63K - $10.7K
|
2.41K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
274New |
$29.9K - $37.2K
|
274
$35.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
550New |
$60.1K - $74.6K
|
550
$71.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.84% |
$10.9K - $13.6K
|
2.5K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.81% |
$3.82K - $4.75K
|
4.33K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
822New |
$89.8K - $112K
|
822
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$27.3K - $33.9K
|
250
$32.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
137New |
$15K - $18.6K
|
137
$17.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-155K- 35.63% |
$17M - $21.1M
|
281K
$36.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.58KNew |
$172K - $214K
|
1.58K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.51K- 55.9% |
$383K - $476K
|
2.77K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-364- 2.22% |
$39.7K - $49.4K
|
16.1K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
30New |
$3.28K - $4.07K
|
30
$3.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57KNew |
$171K - $213K
|
1.57K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2+ 0.78% |
$218 - $271
|
259
$33.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 62.5% |
$3.82K - $4.75K
|
21
$2.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$2.18K - $2.71K
|
3.5K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-215- 9.97% |
$23.5K - $29.2K
|
1.94K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$206K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.99K- 9.66% |
$326K - $405K
|
27.9K
$3.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
362+ 4.59% |
$39.5K - $49.1K
|
8.24K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
546+ 96.81% |
$59.6K - $74.1K
|
1.11K
$145K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
890New |
$97.2K - $121K
|
890
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.26K- 79.95% |
$138K - $171K
|
316
$41.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.61K+ 18.28% |
$285K - $355K
|
16.9K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
15New |
$1.64K - $2.04K
|
15
$1.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-72- 4.24% |
$7.86K - $9.77K
|
1.63K
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.51KNew |
$165K - $205K
|
1.51K
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-770- 4.81% |
$84.1K - $105K
|
15.2K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.17% |
$655 - $814
|
3.64K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-150- 32.26% |
$16.4K - $20.4K
|
315
$41.1K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
91+ 49.46% |
$9.94K - $12.4K
|
275
$35.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$2.07K - $2.58K
|
19
$2.48K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-641- 26.75% |
$70K - $87K
|
1.76K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.08% |
$6.11K - $7.6K
|
2.64K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-508- 11.36% |
$55.5K - $68.9K
|
3.96K
$517K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
179New |
$19.5K - $24.3K
|
179
$23.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$270K - $335K
|
2.47K
$322K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
599+ 6.84% |
$65.4K - $81.3K
|
9.35K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.58KNew |
$281K - $349K
|
2.58K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.62KNew |
$177K - $220K
|
1.62K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.16KNew |
$564K - $701K
|
5.16K
$674K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $136
|
3.48K
$454K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-156- 1.29% |
$17K - $21.2K
|
11.9K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-66- 2.48% |
$7.21K - $8.96K
|
2.6K
$339K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-629- 27.66% |
$68.7K - $85.4K
|
1.65K
$215K
|