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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.36K- 50.88% |
$595K - $709K
|
6.14K
$801K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.11KNew |
$291K - $347K
|
3.11K
$406K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 12.93% |
$1.4K - $1.67K
|
101
$13.2K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-97- 46.63% |
$9.07K - $10.8K
|
111
$14.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
225+ 8.04% |
$21K - $25.1K
|
3.02K
$395K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 0.69% |
$6.45K - $7.69K
|
9.9K
$1.29M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.85KNew |
$494K - $657K
|
5.85K
$763K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
533New |
$45.1K - $59.9K
|
533
$69.6K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
222New |
$18.8K - $24.9K
|
222
$29K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100New |
$8.46K - $11.2K
|
100
$13.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18New |
$1.52K - $2.02K
|
18
$2.35K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-326- 3.64% |
$27.6K - $36.6K
|
8.62K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
4+ 1.83% |
$338 - $449
|
222
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
214New |
$18.1K - $24K
|
214
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
8.71K+ 3.48% |
$737K - $978K
|
259K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.22% |
$169 - $225
|
899
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1K- 27.78% |
$84.6K - $112K
|
2.6K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-365- 8.44% |
$30.9K - $41K
|
3.96K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$6.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.36% |
$4.23K - $5.62K
|
13.8K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
93New |
$7.87K - $10.4K
|
93
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.09KNew |
$177K - $235K
|
2.09K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29.6K- 99.0% |
$2.5M - $3.32M
|
300
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.57MNew |
$387M - $514M
|
4.57M
$597M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
92.4KNew |
$7.82M - $10.4M
|
92.4K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
35KNew |
$2.96M - $3.93M
|
35K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
365K+ 161.29% |
$30.9M - $41M
|
592K
$77.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
10.8KNew |
$913K - $1.21M
|
10.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.1KNew |
$262K - $348K
|
3.1K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-33.2K- 34.68% |
$2.81M - $3.73M
|
62.6K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25- 0.29% |
$2.11K - $2.81K
|
8.51K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
15.6KNew |
$1.32M - $1.75M
|
15.6K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
17KNew |
$1.44M - $1.91M
|
17K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.6KNew |
$643K - $854K
|
7.6K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.11KClosed |
$263K - $349K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
117New |
$9.9K - $13.1K
|
117
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-950- 23.47% |
$80.4K - $107K
|
3.1K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.1K+ 38.39% |
$600K - $797K
|
25.6K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
767+ 123.11% |
$64.9K - $86.1K
|
1.39K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
171+ 19.72% |
$14.5K - $19.2K
|
1.04K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.17% |
$2.71K - $3.59K
|
2.69K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.63K- 16.1% |
$138K - $183K
|
8.51K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
574New |
$48.5K - $64.5K
|
574
$74.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.46% |
$84.6 - $112
|
220
$28.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 5.94% |
$45K - $59.7K
|
9.5K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$16.9K - $22.5K
|
200
$26.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
425+ 91.4% |
$35.9K - $47.7K
|
890
$116K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
220New |
$18.6K - $24.7K
|
220
$28.7K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
49New |
$4.14K - $5.5K
|
49
$6.39K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
21.6K+ 11.1% |
$1.83M - $2.42M
|
216K
$28.2M
|
|