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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
225New |
$17K - $21K
|
225
$29.4K
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-7.09KClosed |
$534K - $661K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$1.96K - $2.42K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3.4KClosed |
$256K - $317K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-37.2KClosed |
$2.8M - $3.47M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15KClosed |
$86.6K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.17KNew |
$615K - $761K
|
8.17K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.51KClosed |
$415K - $513K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 1.07% |
$3.77K - $4.66K
|
4.63K
$604K
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.57KClosed |
$269K - $333K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-45Closed |
$3.39K - $4.19K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3KClosed |
$226K - $280K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-31.6KClosed |
$2.38M - $2.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.17KClosed |
$390K - $482K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
SELL
|
- |
-2.9KClosed |
$218K - $270K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-642Closed |
$48.4K - $59.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
CALL |
-1.51KClosed |
$114K - $141K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4KNew |
$301K - $372K
|
4K
$521K
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-84.6KClosed |
$6.37M - $7.88M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-727Closed |
$54.8K - $67.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-1K- 94.79% |
$75.3K - $93.2K
|
55
$7.18K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 1.78% |
$7.53K - $9.32K
|
5.7K
$744K
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
BUY
|
- |
6.25KNew |
$471K - $583K
|
6.25K
$816K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.27% |
$75.3 - $93.2
|
80
$10.4K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.73K - $2.14K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-3.89KClosed |
$293K - $363K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-80Closed |
$6.03K - $7.46K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.9K- 23.26% |
$143K - $177K
|
6.27K
$818K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-332Closed |
$25K - $30.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.73K - $2.14K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
42.1KNew |
$3.17M - $3.93M
|
42.1K
$5.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35- 16.67% |
$2.64K - $3.26K
|
175
$22.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-237Closed |
$17.9K - $22.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$75.3 - $93.2
|
2
$261
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-239Closed |
$18K - $22.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.71KClosed |
$355K - $439K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40Closed |
$3.01K - $3.73K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.21KClosed |
$392K - $485K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-175Closed |
$13.2K - $16.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-249Closed |
$18.8K - $23.2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-6.3KClosed |
$475K - $587K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.5KClosed |
$942K - $1.16M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-470Closed |
$35.4K - $43.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-15.7K- 46.72% |
$1.08M - $1.32M
|
18K
$2.34M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1KNew |
$68.7K - $83.7K
|
1K
$131K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.87K - $8.37K
|
100
$13.1K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-36Closed |
$2.47K - $3.01K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 32.31% |
$27.5K - $33.5K
|
838
$109K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 34.97% |
$3.43K - $4.19K
|
93
$12.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-6K- 28.57% |
$412K - $502K
|
15K
$1.96M
|
|