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 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-8.12KClosed |
$421K - $561K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Wright Investors Service Inc
|
SELL
|
- |
-3.66KClosed |
$190K - $253K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.66KClosed |
$86.2K - $115K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-965Closed |
$50K - $66.7K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-3.02KClosed |
$157K - $209K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Howland Capital Management LLC
|
SELL
|
- |
-2.82KClosed |
$146K - $195K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-542Closed |
$28.1K - $37.5K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.01KClosed |
$467K - $623K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.09KClosed |
$160K - $214K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-44.1KClosed |
$2.28M - $3.05M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Jacobsen Capital Management
|
SELL
|
- |
-10.1KClosed |
$524K - $698K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.51KClosed |
$234K - $312K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-42.5KClosed |
$2.2M - $2.93M
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Asio Capital, LLC
|
SELL
|
- |
-18.7KClosed |
$969K - $1.29M
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.17KClosed |
$216K - $288K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.21K- 23.0% |
$208K - $378K
|
14.1K
$1.61M
|
|
Feb 08, 2021
Q2 2020
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4KClosed |
$198K - $359K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34KClosed |
$66.3K - $120K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-736Closed |
$36.4K - $66K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-7.1KClosed |
$352K - $637K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.92KClosed |
$244K - $442K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.45KClosed |
$71.5K - $130K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-335KClosed |
$16.6M - $30.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
52.5K+ 111.7% |
$2.6M - $4.71M
|
99.5K
$11.3M
|
|
Aug 14, 2020
Q2 2020
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-60.5KClosed |
$3M - $5.43M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
CALL |
-25KClosed |
$1.24M - $2.24M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Stamina Capital Management LP
New York, NY |
SELL
|
- |
-35KClosed |
$1.73M - $3.14M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Srb Corp
Boston, MA |
SELL
|
- |
-6.12KClosed |
$303K - $549K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-4.2KClosed |
$208K - $377K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-9Closed |
$446 - $808
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-65Closed |
$3.22K - $5.83K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-7.44KClosed |
$368K - $668K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.68K- 62.04% |
$82.9K - $150K
|
1.03K
$117K
|
|
Aug 13, 2020
Q2 2020
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-172KClosed |
$8.49M - $15.4M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-32KClosed |
$1.58M - $2.87M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-18.2KClosed |
$900K - $1.63M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-6.44KClosed |
$319K - $577K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-238Closed |
$11.8K - $21.4K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-69Closed |
$3.42K - $6.19K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-23.6KClosed |
$1.17M - $2.12M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-9Closed |
$446 - $808
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-6.11KClosed |
$303K - $549K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
7+ 17.95% |
$347 - $628
|
46
$5.24K
|
|
Aug 07, 2020
Q2 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-16.7KClosed |
$829K - $1.5M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3KClosed |
$149K - $269K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-3KClosed |
$149K - $269K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-175Closed |
$8.66K - $15.7K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-300Closed |
$14.9K - $26.9K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-1.77KClosed |
$87.5K - $159K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-43.8KClosed |
$2.17M - $3.93M
|
0
$0
|