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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
439New |
$35.6K - $48.4K
|
439
$51K
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.23KClosed |
$261K - $356K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-5.26KClosed |
$426K - $580K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 2.06% |
$810 - $1.1K
|
475
$55.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.85KClosed |
$312K - $425K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-200Closed |
$16.2K - $22.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$3.56K - $4.85K
|
44
$5.12K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$2.27K - $3.09K
|
4.94K
$575K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-202- 2.07% |
$16.4K - $22.3K
|
9.55K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 6.83% |
$6.64K - $9.04K
|
1.28K
$149K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-22- 16.18% |
$1.78K - $2.43K
|
114
$13.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-989Closed |
$80.1K - $109K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
49+ 1.29% |
$3.97K - $5.4K
|
3.86K
$449K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
CALL |
-700Closed |
$56.7K - $77.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 53.1% |
$4.86K - $6.62K
|
173
$20.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-7.45KClosed |
$604K - $821K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-275Closed |
$22.3K - $30.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-31Closed |
$2.51K - $3.42K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
346New |
$28K - $38.1K
|
346
$40.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-137- 79.65% |
$11.1K - $15.1K
|
35
$4.07K
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-20.1KClosed |
$1.63M - $2.22M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-708- 19.99% |
$57.4K - $78.1K
|
2.83K
$329K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.5KNew |
$121K - $165K
|
1.5K
$174K
|
|
|
Jul 13, 2022
Q2 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-71.2KClosed |
$5.77M - $7.85M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
3.75KNew |
$304K - $413K
|
3.75K
$436K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
89+ 0.81% |
$7.21K - $9.81K
|
11.1K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
289+ 1.07% |
$23.4K - $31.9K
|
27.3K
$3.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$207K - $282K
|
2.56K
$298K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-125Closed |
$10.1K - $13.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-758- 79.12% |
$57.1K - $70.6K
|
200
$23.3K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
210New |
$15.8K - $19.6K
|
210
$24.4K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-67- 67.0% |
$5.05K - $6.24K
|
33
$3.84K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8- 22.86% |
$603 - $746
|
27
$3.14K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-750Closed |
$56.5K - $69.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
225New |
$17K - $21K
|
225
$26.2K
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-7.09KClosed |
$534K - $661K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$1.96K - $2.42K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3.4KClosed |
$256K - $317K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-37.2KClosed |
$2.8M - $3.47M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15KClosed |
$86.6K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.17KNew |
$615K - $761K
|
8.17K
$949K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.51KClosed |
$415K - $513K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 1.07% |
$3.77K - $4.66K
|
4.63K
$538K
|
|
|
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$6.78M - $8.38M
|
90K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.57KClosed |
$269K - $333K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-45Closed |
$3.39K - $4.19K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3KClosed |
$226K - $280K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-31.6KClosed |
$2.38M - $2.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.17KClosed |
$390K - $482K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
SELL
|
- |
-2.9KClosed |
$218K - $270K
|
0
$0
|
|