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 |
---|---|---|---|---|---|---|---|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-972Closed |
$48.1K - $87.2K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
SELL
|
- |
-32.7KClosed |
$1.62M - $2.94M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-123Closed |
$6.09K - $11K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
PUT |
-2KClosed |
$99K - $179K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$586K - $1.06M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$508K - $920K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-10.6KClosed |
$527K - $955K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-16.3KClosed |
$806K - $1.46M
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-994Closed |
$49.2K - $89.2K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 09, 2023
Q1 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-500- 62.5% |
$21K - $56.1K
|
300
$34.2K
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4KClosed |
$168K - $449K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-227KClosed |
$9.57M - $25.5M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.9KClosed |
$122K - $325K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-27- 13.71% |
$1.14K - $3.03K
|
170
$19.4K
|
|
May 15, 2020
Q1 2020
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-18.4KClosed |
$773K - $2.06M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.17KClosed |
$91.3K - $243K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-31.6KClosed |
$1.33M - $3.54M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$124K - $331K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $18.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-58Closed |
$2.44K - $6.51K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.48KClosed |
$146K - $390K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.06KClosed |
$44.7K - $119K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-15.6KClosed |
$655K - $1.75M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
PUT |
-49.5KClosed |
$2.09M - $5.56M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.2KClosed |
$135K - $359K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-2.89KClosed |
$121K - $324K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-2KClosed |
$84.2K - $224K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37Closed |
$1.56K - $4.15K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-9.49KClosed |
$400K - $1.07M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-5.77KClosed |
$243K - $647K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
CALL |
10KNew |
$421K - $1.12M
|
10K
$1.14M
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-329Closed |
$13.8K - $36.9K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-110Closed |
$4.63K - $12.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$282K - $752K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-21.8KClosed |
$917K - $2.45M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-9.8KClosed |
$412K - $1.1M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-161Closed |
$6.78K - $18.1K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-9.04KClosed |
$381K - $1.01M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-628KClosed |
$26.4M - $70.5M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-41.5KClosed |
$1.75M - $4.66M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-47.5KClosed |
$2M - $5.33M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-15.5KClosed |
$652K - $1.74M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-14KClosed |
$591K - $1.58M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.14KClosed |
$90K - $240K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-39.6KClosed |
$1.67M - $4.44M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Ycg, LLC
|
SELL
|
- |
-1.85KClosed |
$78K - $208K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
284+ 11.28% |
$12K - $31.9K
|
2.8K
$319K
|
|
May 08, 2020
Q1 2020
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.86KClosed |
$78.2K - $208K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-207Closed |
$8.71K - $23.2K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2KClosed |
$84.2K - $225K
|
0
$0
|