Latest Institutional Transactions on Phillips 66 (PSX)

PSX Quotes by TradingView

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 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-819
Closed
$61.4K - $75.8K
0 $0
Jul 20, 2021 Q2 2021
Bennett Selby Investments LP

SELL
 -
-3.8K
Closed
$285K - $352K
0 $0
Jul 19, 2021 Q2 2021
Arden Trust CO

SELL
 -
-4.1K
Closed
$307K - $380K
0 $0
Jul 19, 2021 Q2 2021
Copeland Capital Management, LLC

SELL
 -
-2.33K
Closed
$174K - $215K
0 $0
Q1 2021
Aug 13, 2021 Q1 2021
Stevard, LLC

Chicago, IL
SELL
 -
-2.93K
Closed
$197K - $260K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-937
Closed
$63.1K - $83.1K
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-468
Closed
$31.5K - $41.5K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-937
Closed
$63.1K - $83.1K
0 $0
May 17, 2021 Q1 2021
Peddock Capital Advisors, LLC

SELL
 -
-400
Closed
$27K - $35.5K
0 $0
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Usa) Corp

New York, NY
SELL
 PUT
-60K
Closed
$4.04M - $5.32M
0 $0
May 14, 2021 Q1 2021
K.J. Harrison & Partners Inc

SELL
 -
-7.7K
Closed
$519K - $683K
0 $0
May 14, 2021 Q1 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-200
Closed
$13.5K - $17.7K
0 $0
May 14, 2021 Q1 2021
Veritas Investment Partners (Uk) Ltd.

London, X0
SELL
 -
-222
Closed
$15K - $19.7K
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-60.3K
Closed
$4.06M - $5.34M
0 $0
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-14.4K
Closed
$972K - $1.28M
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-233
Closed
$15.7K - $20.7K
0 $0
May 14, 2021 Q1 2021
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
SELL
 -
-23.2K
Closed
$1.56M - $2.06M
0 $0
May 13, 2021 Q1 2021
Lansdowne Partners (Uk) LLP

London, X0
SELL
 -
-275K
Closed
$18.5M - $24.4M
0 $0
May 12, 2021 Q1 2021
Burleson & Company, LLC

BUY
 -
150
New
$10.1K - $13.3K
150 $17.1K
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-135
Closed
$9.1K - $12K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-689
Closed
$46.4K - $61.1K
0 $0
May 12, 2021 Q1 2021
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-4.53K
Closed
$306K - $402K
0 $0
May 12, 2021 Q1 2021
Fca Corp

Houston, TX
SELL
 -
-14.8K
Closed
$998K - $1.31M
0 $0
May 12, 2021 Q1 2021
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
767
New
$51.7K - $68K
767 $87.4K
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-544
Closed
$36.7K - $48.2K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-4
Closed
$270 - $355
0 $0
May 10, 2021 Q1 2021
Somerset Group LLC

Wayzata, MN
SELL
 -
-3.61K
Closed
$243K - $320K
0 $0
May 07, 2021 Q1 2021
Seven Springs Wealth Group, LLC

SELL
 -
-13
Closed
$876 - $1.15K
0 $0
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-790
Closed
$53.2K - $70K
0 $0
May 06, 2021 Q1 2021
Investment House LLC

Las Vegas, NV
SELL
 -
-3.78K
Closed
$255K - $335K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-161
Closed
$10.8K - $14.3K
0 $0
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-1
Closed
$67.4 - $88.7
0 $0
May 05, 2021 Q1 2021
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
3.43K
New
$231K - $304K
3.43K $390K
May 05, 2021 Q1 2021
United Fire Group Inc

Cedar Rapids, IA
SELL
 -
-5.03K
Closed
$339K - $446K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-213
Closed
$14.4K - $18.9K
0 $0
Apr 30, 2021 Q1 2021
Exane Derivatives

SELL
 -
-1.24K
- 99.2%
$83.8K - $110K
10 $1.14K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-480
Closed
$32.3K - $42.6K
0 $0
Apr 27, 2021 Q1 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-223
Closed
$15K - $19.8K
0 $0
Apr 27, 2021 Q1 2021
Lfa Lugano Financial Advisors Sa

SELL
 -
-717
Closed
$48.3K - $63.6K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-88
Closed
$5.93K - $7.8K
0 $0
Apr 22, 2021 Q1 2021
Wood Trust Financial Corp

SELL
 -
-39.8K
Closed
$2.68M - $3.53M
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1K
Closed
$67.4K - $88.7K
0 $0
Apr 15, 2021 Q1 2021
New Capital Management LP

SELL
 -
-18
Closed
$1.21K - $1.6K
0 $0
Apr 09, 2021 Q1 2021
Family Legacy, Inc.

SELL
 -
-15.3K
Closed
$1.03M - $1.35M
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-174
Closed
$7.69K - $12.3K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-153
Closed
$6.77K - $10.8K
0 $0
Feb 16, 2021 Q4 2020
Baldwin Investment Management, LLC

SELL
 -
-5.05K
Closed
$223K - $358K
0 $0
Feb 16, 2021 Q4 2020
Barings LLC

SELL
 -
-21.1K
Closed
$935K - $1.5M
0 $0
Feb 16, 2021 Q4 2020
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-4.22K
Closed
$187K - $299K
0 $0

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