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 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.32KClosed |
$406K - $555K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.58KClosed |
$230K - $314K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
3K+ 31.25% |
$193K - $264K
|
12.6K
$1.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.5KClosed |
$161K - $220K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-9.19KClosed |
$591K - $808K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$100K - $137K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-5.24KClosed |
$336K - $460K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-100Closed |
$6.43K - $8.79K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$161K - $220K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-14Closed |
$900 - $1.23K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$684K - $936K
|
10.6K
$1.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-158Closed |
$10.2K - $13.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.03K - $1.41K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-111KClosed |
$7.13M - $9.75M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-2.66KClosed |
$171K - $233K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-147KClosed |
$9.43M - $12.9M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.14KClosed |
$331K - $452K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.56KClosed |
$164K - $225K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.38KClosed |
$346K - $473K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-111Closed |
$7.13K - $9.76K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.07K- 98.77% |
$380K - $470K
|
63
$7.18K
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.55KNew |
$191K - $236K
|
2.55K
$291K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.3KNew |
$997K - $1.23M
|
13.3K
$1.52M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18Closed |
$1.35K - $1.67K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.65KClosed |
$124K - $153K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-367KClosed |
$27.5M - $34M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-508Closed |
$38.1K - $47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.62KClosed |
$271K - $335K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
CALL |
-1MClosed |
$75M - $92.6M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-84Closed |
$6.3K - $7.78K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-3.15KClosed |
$236K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-133KClosed |
$9.99M - $12.3M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-35.6KClosed |
$2.67M - $3.29M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
250New |
$18.7K - $23.1K
|
250
$28.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$101K - $125K
|
1.35K
$154K
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-50Closed |
$3.75K - $4.63K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-253Closed |
$19K - $23.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
700+ 72.24% |
$52.5K - $64.8K
|
1.67K
$190K
|
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-110KClosed |
$8.26M - $10.2M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.24KClosed |
$617K - $762K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-804Closed |
$60.3K - $74.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-7Closed |
$525 - $648
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-85Closed |
$6.37K - $7.87K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-250Closed |
$18.7K - $23.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.38KClosed |
$403K - $498K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.51KClosed |
$263K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
38.1KNew |
$2.86M - $3.53M
|
38.1K
$4.35M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-361Closed |
$27.1K - $33.4K
|
0
$0
|
|