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 01, 2019
Q1 2019
|
Kidder Stephen W
|
SELL
|
- |
-3.18KClosed |
$277K - $315K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.1KClosed |
$269K - $307K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.64K+ 12.49% |
$143K - $162K
|
14.8K
$1.9M
|
|
Apr 23, 2019
Q1 2019
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.4KClosed |
$209K - $237K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.5KClosed |
$217K - $247K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-300Closed |
$23.6K - $35.5K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-779Closed |
$61.2K - $92.3K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.82KClosed |
$222K - $334K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.8KClosed |
$1.32M - $1.99M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-165KClosed |
$13M - $19.5M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-240KClosed |
$18.8M - $28.4M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.24KNew |
$333K - $502K
|
4.24K
$546K
|
|
Feb 13, 2019
Q4 2018
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-136KClosed |
$10.7M - $16.1M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94KClosed |
$152K - $229K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.3KClosed |
$1.2M - $1.81M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-63Closed |
$4.95K - $7.46K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-129Closed |
$10.1K - $15.3K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-42.6KClosed |
$3.35M - $5.05M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.88KClosed |
$147K - $222K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-275Closed |
$21.6K - $32.6K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-759Closed |
$59.6K - $89.9K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.93KClosed |
$151K - $229K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.94KClosed |
$152K - $229K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Exane Asset Management
|
SELL
|
- |
-613Closed |
$48.1K - $72.6K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Parkside Investments, LLC
|
SELL
|
- |
-350Closed |
$27.5K - $41.5K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-5.63KClosed |
$442K - $667K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$39.3K - $59.2K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-10.6KClosed |
$834K - $1.26M
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-5.91KClosed |
$464K - $700K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-66Closed |
$5.18K - $7.82K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.18KClosed |
$171K - $258K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Gator Capital Management, LLC
|
SELL
|
- |
-4KClosed |
$314K - $474K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.91KClosed |
$150K - $227K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Atlas Brown,Inc.
|
SELL
|
- |
-5.07KClosed |
$398K - $601K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-401Closed |
$31.5K - $47.5K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Appleton Partners Inc
|
SELL
|
- |
-1.81KClosed |
$142K - $215K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-125Closed |
$9.81K - $14.8K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.2KClosed |
$94.5K - $143K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-823Closed |
$64.6K - $97.5K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-50Closed |
$3.93K - $5.92K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
Cordasco Financial Network
|
SELL
|
- |
-2.2KClosed |
$173K - $261K
|
0
$0
|
|
Jan 04, 2019
Q4 2018
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81KClosed |
$142K - $214K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 20, 2019
Q3 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-7.56KClosed |
$826K - $932K
|
0
$0
|
|
Jun 20, 2019
Q3 2018
|
Toews Corp
|
SELL
|
- |
-2.9KClosed |
$317K - $358K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
174KNew |
$19M - $21.5M
|
174K
$22.4M
|
|
Nov 14, 2018
Q3 2018
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-212KClosed |
$23.2M - $26.2M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-35K- 50.0% |
$3.83M - $4.32M
|
35K
$4.51M
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-567Closed |
$62K - $69.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.22KClosed |
$242K - $273K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-457Closed |
$50K - $56.4K
|
0
$0
|