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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
74New |
$6.26K - $8.31K
|
74
$8.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.16KNew |
$98.2K - $130K
|
1.16K
$135K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
312New |
$26.4K - $35K
|
312
$36.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 1.39% |
$423 - $562
|
355
$41.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.17% |
$677 - $898
|
4.85K
$564K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.61% |
$8.46K - $11.2K
|
6.1K
$709K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$89.9K - $119K
|
1.06K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
468New |
$39.6K - $52.6K
|
468
$54.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
161New |
$13.6K - $18.1K
|
161
$18.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
108New |
$9.13K - $12.1K
|
108
$12.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-90- 3.87% |
$7.61K - $10.1K
|
2.24K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
40New |
$3.38K - $4.49K
|
40
$4.65K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
300New |
$25.4K - $33.7K
|
300
$34.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
285New |
$24.1K - $32K
|
285
$33.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$132K - $175K
|
1.56K
$181K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
352New |
$29.8K - $39.5K
|
352
$40.9K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.9KClosed |
$586K - $740K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$5.93K - $7.49K
|
0
$0
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-3.6K- 14.4% |
$267K - $337K
|
21.4K
$2.49M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$445 - $561
|
6
$698
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-777Closed |
$57.6K - $72.7K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.32K- 2.79% |
$97.8K - $123K
|
45.9K
$5.34M
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.03% |
$74.2 - $93.6
|
34
$3.95K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11.6K+ 16.57% |
$857K - $1.08M
|
81.3K
$9.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.82K- 52.51% |
$283K - $357K
|
3.46K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 4.76% |
$3.11K - $3.93K
|
841
$97.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.87% |
$14.3K - $18.1K
|
22.4K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.31KClosed |
$393K - $496K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.19K- 10.9% |
$311K - $392K
|
34.2K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$394K - $497K
|
5.31K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-327- 13.38% |
$24.3K - $30.6K
|
2.12K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
663New |
$49.2K - $62K
|
663
$77.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.96K+ 1.01% |
$442K - $557K
|
598K
$69.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
411New |
$30.5K - $38.5K
|
411
$47.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-69- 1.22% |
$5.12K - $6.46K
|
5.59K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5- 8.47% |
$371 - $468
|
54
$6.28K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.16K+ 163.39% |
$457K - $577K
|
9.94K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-31KClosed |
$2.3M - $2.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$175K - $221K
|
2.36K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.51KNew |
$631K - $796K
|
8.51K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.62K+ 23.77% |
$268K - $338K
|
18.8K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
CALL |
-19K- 57.58% |
$1.41M - $1.78M
|
14K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 14.59% |
$68.6K - $86.6K
|
5.42K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$137K - $172K
|
1.84K
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
65New |
$4.82K - $6.08K
|
65
$7.56K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
638+ 5.3% |
$47.3K - $59.7K
|
12.7K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.61K+ 125.35% |
$268K - $338K
|
6.49K
$754K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
187+ 1100.0% |
$13.9K - $17.5K
|
204
$23.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
380+ 2.19% |
$28.2K - $35.6K
|
17.7K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.79KNew |
$207K - $261K
|
2.79K
$324K
|
|