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 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.16% |
$88.3K - $111K
|
68.4K
$8.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$110 - $139
|
107
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.17KNew |
$571K - $719K
|
5.17K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-438- 9.36% |
$48.3K - $60.9K
|
4.24K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
343+ 11.1% |
$37.9K - $47.7K
|
3.43K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.79K+ 3.33% |
$198K - $249K
|
55.7K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
636+ 37.72% |
$70.2K - $88.4K
|
2.32K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-1.3K- 15.48% |
$143K - $181K
|
7.1K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.33KNew |
$367K - $462K
|
3.33K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
14New |
$1.54K - $1.95K
|
14
$1.82K
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
3.51KNew |
$387K - $488K
|
3.51K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173New |
$19.1K - $24K
|
173
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
17+ 0.8% |
$1.88K - $2.36K
|
2.13K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 2.4% |
$3.09K - $3.89K
|
1.19K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.9K- 31.18% |
$209K - $264K
|
4.19K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.6K+ 8.04% |
$287K - $361K
|
35K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-12- 0.19% |
$1.32K - $1.67K
|
6.35K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9.39K+ 13.27% |
$1.04M - $1.3M
|
80.2K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
467+ 5.2% |
$51.5K - $64.9K
|
9.44K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.15K- 31.08% |
$127K - $160K
|
2.55K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 0.65% |
$772 - $973
|
1.07K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.46% |
$1.99K - $2.5K
|
3.97K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
979+ 4.96% |
$108K - $136K
|
20.7K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
154+ 8.86% |
$17K - $21.4K
|
1.89K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-702- 21.23% |
$77.5K - $97.5K
|
2.61K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
99+ 4.66% |
$10.9K - $13.8K
|
2.22K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.09% |
$5.08K - $6.39K
|
4.26K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 8.59% |
$7.17K - $9.03K
|
692
$89.7K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.35KNew |
$149K - $188K
|
1.35K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$9.6K - $12.1K
|
87
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-42.2K- 14.32% |
$4.66M - $5.87M
|
253K
$32.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31.4K+ 9.09% |
$3.47M - $4.37M
|
377K
$48.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.23K- 12.01% |
$908K - $1.14M
|
60.3K
$7.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.7KNew |
$1.62M - $2.04M
|
14.7K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-857K- 52.46% |
$94.6M - $119M
|
777K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-370- 4.41% |
$40.8K - $51.4K
|
8.03K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-957- 3.13% |
$106K - $133K
|
29.6K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.75K+ 4.18% |
$304K - $382K
|
68.6K
$8.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
237+ 14.02% |
$26.2K - $32.9K
|
1.93K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 7.7% |
$649K - $817K
|
82.2K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.71K- 53.7% |
$1.07M - $1.35M
|
8.37K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
136K+ 130.78% |
$15.1M - $19M
|
241K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-342- 14.55% |
$37.7K - $47.5K
|
2.01K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
700+ 5.47% |
$77.2K - $97.3K
|
13.5K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3- 0.01% |
$331 - $417
|
28.3K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
197KNew |
$21.8M - $27.4M
|
197K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-243- 6.88% |
$26.8K - $33.8K
|
3.29K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.78K+ 35.87% |
$197K - $248K
|
6.75K
$875K
|