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 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
CALL |
200New |
$21.8K - $27.1K
|
200
$26.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 2.1% |
$6.88K - $8.55K
|
3.06K
$400K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.36K- 12.9% |
$148K - $184K
|
9.17K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$196K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-850- 33.86% |
$92.8K - $115K
|
1.66K
$217K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.67KClosed |
$541K - $705K
|
0
$0
|
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.81KNew |
$364K - $474K
|
3.81K
$498K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
80.5K+ 60.4% |
$7.68M - $10M
|
214K
$27.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
425New |
$40.5K - $52.8K
|
425
$55.5K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 52.22% |
$511K - $666K
|
4.91K
$640K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 53.26% |
$675K - $879K
|
20.4K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.99KNew |
$189K - $247K
|
1.99K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
184+ 6.76% |
$17.6K - $22.9K
|
2.9K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-650- 6.7% |
$62K - $80.8K
|
9.06K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 4.63% |
$128K - $167K
|
27.6K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
19.8KNew |
$1.88M - $2.45M
|
19.8K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
392+ 6.56% |
$37.4K - $48.7K
|
6.37K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
118K+ 39166.67% |
$11.2M - $14.6M
|
118K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
181+ 43.51% |
$17.3K - $22.5K
|
597
$77.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-230- 2.04% |
$21.9K - $28.6K
|
11.1K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.27KNew |
$598K - $779K
|
6.27K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
118KNew |
$11.3M - $14.7M
|
118K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$280K - $365K
|
2.94K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-282- 3.35% |
$26.9K - $35K
|
8.14K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.66K+ 47.63% |
$349K - $455K
|
11.4K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$97.9K - $128K
|
1.03K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$179K - $233K
|
1.88K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-247- 11.0% |
$23.6K - $30.7K
|
2K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
26+ 0.93% |
$2.48K - $3.23K
|
2.81K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
61.6KNew |
$5.87M - $7.65M
|
61.6K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$572 - $746
|
6
$783
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58KClosed |
$246K - $321K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$3.63K - $4.72K
|
38
$4.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.35K- 53.62% |
$225K - $293K
|
2.04K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
267+ 0.23% |
$25.5K - $33.2K
|
117K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
303+ 1.06% |
$28.9K - $37.7K
|
28.9K
$3.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$231K - $301K
|
2.42K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 11.63% |
$9.54K - $12.4K
|
960
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20KNew |
$1.91M - $2.48M
|
20K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.67% |
$1.53K - $1.99K
|
2.41K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$4.77K - $6.21K
|
50
$6.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 35.32% |
$95.7K - $125K
|
1.84K
$240K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.26KNew |
$692K - $902K
|
7.26K
$947K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.8KNew |
$171K - $223K
|
1.8K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$184K - $240K
|
1.93K
$252K
|
|