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 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
$341K
|
|
|
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
|
|
|
May 07, 2020
Q1 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.54KClosed |
$107K - $285K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.91KClosed |
$122K - $326K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
6.5KNew |
$274K - $729K
|
6.5K
$792K
|
|
|
May 06, 2020
Q1 2020
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.82KClosed |
$76.6K - $204K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.81KClosed |
$118K - $315K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-6KClosed |
$253K - $673K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$88.9K - $237K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.88KClosed |
$79.3K - $211K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-2.74KClosed |
$115K - $307K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-700Closed |
$29.5K - $78.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-18.7KClosed |
$786K - $2.1M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-19.4KClosed |
$817K - $2.18M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.85KClosed |
$204K - $544K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
West Bancorporation Inc
|
SELL
|
- |
-70Closed |
$2.95K - $7.85K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.5KClosed |
$105K - $280K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-19KClosed |
$799K - $2.13M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.9KClosed |
$79.8K - $213K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-179Closed |
$7.53K - $20.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-472Closed |
$19.9K - $53K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-17Closed |
$716 - $1.91K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.71KClosed |
$114K - $304K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ledyard National Bank
|
SELL
|
- |
-3.51KClosed |
$148K - $394K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.93KClosed |
$418K - $1.11M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.14KClosed |
$132K - $352K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.17KClosed |
$49K - $131K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-23.3KClosed |
$981K - $2.62M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-690Closed |
$29K - $77.4K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-6.41KClosed |
$270K - $719K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.02KClosed |
$85K - $227K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$124K - $330K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24.1KClosed |
$1.01M - $2.7M
|
0
$0
|