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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.1KClosed |
$2.08M - $3.34M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-387Closed |
$17.1K - $27.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Fjarde Ap Fonden
|
SELL
|
- |
-146KClosed |
$6.47M - $10.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-27.8KClosed |
$1.23M - $1.97M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.67KClosed |
$339K - $543K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
General American Investors CO Inc
|
SELL
|
- |
-106KClosed |
$4.69M - $7.51M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-200- 0.65% |
$8.84K - $14.2K
|
30.5K
$3.47M
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-88.7KClosed |
$3.92M - $6.29M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.02KClosed |
$45.3K - $72.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-7.2KClosed |
$318K - $510K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
3.54KNew |
$157K - $251K
|
3.54K
$403K
|
|
|
Feb 10, 2021
Q4 2020
|
Gam Holding Ag
|
SELL
|
- |
-60.1KClosed |
$2.66M - $4.26M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.55KClosed |
$246K - $394K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-297Closed |
$13.1K - $21K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Trust Investment Advisors
|
SELL
|
- |
-9.04KClosed |
$400K - $640K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-977KClosed |
$43.2M - $69.2M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.38KClosed |
$60.8K - $97.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
604New |
$26.7K - $42.8K
|
604
$68.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
435New |
$19.2K - $30.8K
|
435
$49.6K
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$8.4K - $13.5K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-578Closed |
$25.6K - $41K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-192Closed |
$8.49K - $13.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-5.76KClosed |
$255K - $408K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-531Closed |
$23.5K - $37.6K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.67KNew |
$73.7K - $118K
|
1.67K
$190K
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-4.5KClosed |
$199K - $319K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-8.8KClosed |
$389K - $624K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$840 - $1.35K
|
19
$2.16K
|
|
|
Jan 13, 2021
Q4 2020
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-7.13KClosed |
$315K - $505K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-2.27KClosed |
$100K - $161K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-77.5K- 60.78% |
$4.02M - $5.35M
|
50K
$5.7M
|
|
|
Nov 16, 2020
Q3 2020
|
Masters Capital Management LLC
Atlanta, GA |
SELL
|
CALL |
-500KClosed |
$25.9M - $34.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-122Closed |
$6.32K - $8.43K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.25KClosed |
$117K - $155K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.84KClosed |
$147K - $196K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-121KClosed |
$6.28M - $8.37M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
274New |
$14.2K - $18.9K
|
274
$31.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-23KClosed |
$1.19M - $1.59M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-624Closed |
$32.3K - $43.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.83KClosed |
$198K - $264K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-14.5KClosed |
$752K - $1M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.83KClosed |
$199K - $265K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
144New |
$7.46K - $9.95K
|
144
$16.4K
|
|
|
Nov 10, 2020
Q3 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-22KClosed |
$1.14M - $1.52M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.42KClosed |
$177K - $236K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Mitchell Capital Management CO
|
SELL
|
- |
-18.9KClosed |
$980K - $1.31M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.79KClosed |
$248K - $331K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-330Closed |
$17.1K - $22.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.22KClosed |
$270K - $360K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-758Closed |
$39.3K - $52.4K
|
0
$0
|
|