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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
366KNew |
$34.9M - $45.5M
|
366K
$47.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$191K - $249K
|
2K
$261K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.97K+ 45.78% |
$283K - $369K
|
9.46K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$1.43K - $1.86K
|
50
$6.53K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$231K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
400New |
$38.2K - $49.7K
|
400
$52.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.76KNew |
$263K - $343K
|
2.76K
$360K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 5.32% |
$2.39K - $3.11K
|
445
$58.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.43KNew |
$423K - $551K
|
4.43K
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
115New |
$11K - $14.3K
|
115
$15K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.04KNew |
$194K - $253K
|
2.04K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 3.42% |
$16.1K - $21K
|
4.77K
$622K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
956+ 4.93% |
$91.2K - $119K
|
20.3K
$2.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06KNew |
$197K - $256K
|
2.06K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-655- 17.69% |
$62.5K - $81.4K
|
3.05K
$398K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.5KNew |
$239K - $311K
|
2.5K
$326K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$235K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 1.62% |
$3.63K - $4.72K
|
2.38K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.23KNew |
$213K - $277K
|
2.23K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
36New |
$3.43K - $4.47K
|
36
$4.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15.1KNew |
$1.44M - $1.88M
|
15.1K
$1.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 3.28% |
$1.24K - $1.62K
|
383
$50K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-14- 1.12% |
$1.34K - $1.74K
|
1.24K
$161K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
62+ 0.13% |
$5.91K - $7.71K
|
47K
$6.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$248K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 2.64% |
$5.63K - $7.33K
|
2.18K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.11KNew |
$582K - $759K
|
6.11K
$797K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.91K - $2.49K
|
20
$2.61K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
32New |
$3.05K - $3.98K
|
32
$4.18K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$240K - $313K
|
2.52K
$329K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.07KNew |
$102K - $133K
|
1.07K
$140K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-12- 5.66% |
$1.09K - $1.28K
|
200
$26.1K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.6K- 63.67% |
$1.96M - $2.3M
|
12.3K
$1.61M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.4KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-178K- 57.19% |
$16.2M - $19M
|
133K
$17.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$2.54K - $2.98K
|
28
$3.65K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80+ 9.94% |
$7.26K - $8.52K
|
885
$116K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$908 - $1.06K
|
10
$1.31K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
394New |
$35.8K - $41.9K
|
394
$51.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
267New |
$24.2K - $28.4K
|
267
$34.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.35K+ 111.19% |
$849K - $996K
|
17.8K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-65- 2.83% |
$5.9K - $6.92K
|
2.23K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-205K- 92.01% |
$18.7M - $21.9M
|
17.8K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$272K - $319K
|
3K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
70KNew |
$6.36M - $7.45M
|
70K
$9.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-49.1K- 94.05% |
$4.46M - $5.23M
|
3.11K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.12KNew |
$465K - $545K
|
5.12K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$90.9K - $107K
|
1K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.19K+ 292.58% |
$290K - $340K
|
4.28K
$559K
|
|