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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$74.2 - $93.6
|
164
$19.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 7.14% |
$148 - $187
|
26
$3.02K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
6.35KNew |
$471K - $594K
|
6.35K
$738K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-6.11K- 22.58% |
$453K - $572K
|
21K
$2.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
942New |
$69.9K - $88.1K
|
942
$110K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-123- 23.03% |
$9.12K - $11.5K
|
411
$47.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-400- 5.81% |
$29.7K - $37.4K
|
6.49K
$754K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$297 - $374
|
919
$107K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.7% |
$11.1K - $14K
|
355
$41.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-219- 1.43% |
$16.2K - $20.5K
|
15.1K
$1.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.71% |
$74.2 - $93.6
|
142
$16.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-317- 50.0% |
$23.5K - $29.7K
|
317
$36.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
13.3K+ 316.67% |
$986K - $1.24M
|
17.5K
$2.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.4KNew |
$104K - $131K
|
1.4K
$163K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.14% |
$4.38K - $5.52K
|
1.02K
$119K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 4471.43% |
$46.4K - $58.6K
|
640
$74.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-292- 26.19% |
$21.7K - $27.3K
|
823
$95.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.02KNew |
$298K - $376K
|
4.02K
$467K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-458- 10.39% |
$34K - $42.9K
|
3.95K
$459K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-159- 16.67% |
$11.8K - $14.9K
|
795
$92.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
5.2KNew |
$386K - $486K
|
5.2K
$604K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
680+ 25.23% |
$50.4K - $63.6K
|
3.38K
$392K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
110+ 3.26% |
$8.16K - $10.3K
|
3.49K
$405K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
1.98K+ 63.74% |
$147K - $185K
|
5.08K
$590K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.13K- 9.39% |
$83.6K - $105K
|
10.9K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
615+ 8.23% |
$45.6K - $57.5K
|
8.09K
$940K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 13.57% |
$37.1K - $46.8K
|
3.18K
$370K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
48New |
$3.56K - $4.49K
|
48
$5.58K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-28Closed |
$2.08K - $2.62K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$22.2K - $28.1K
|
300
$34.9K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
76+ 54.68% |
$5.64K - $7.11K
|
215
$25K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
22.4KNew |
$1.66M - $2.1M
|
22.4K
$2.61M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-358- 2.2% |
$26.5K - $33.5K
|
15.9K
$1.85M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
26.3K+ 200.29% |
$2.13M - $2.9M
|
39.4K
$4.58M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10.2K+ 34.0% |
$826K - $1.12M
|
40.2K
$4.67M
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-225Closed |
$18.2K - $24.8K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-62Closed |
$5.02K - $6.84K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.83KNew |
$310K - $422K
|
3.83K
$445K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-194Closed |
$15.7K - $21.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.46KClosed |
$443K - $602K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-798Closed |
$64.7K - $88K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5.5K- 10.26% |
$446K - $606K
|
48.1K
$5.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-10KClosed |
$810K - $1.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-25.1KClosed |
$2.03M - $2.77M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.48KNew |
$282K - $383K
|
3.48K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-308KClosed |
$24.9M - $33.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.82KNew |
$471K - $641K
|
5.82K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10.2K- 24.21% |
$823K - $1.12M
|
31.8K
$3.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-5.6KClosed |
$454K - $617K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-2.49KClosed |
$202K - $275K
|
0
$0
|
|