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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-347Closed |
$37.9K - $42.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-21Closed |
$2.3K - $2.59K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Sather Financial Group Inc
|
SELL
|
- |
-4.31KClosed |
$471K - $531K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-44.3KClosed |
$4.84M - $5.46M
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.88KClosed |
$205K - $232K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-288Closed |
$27.3K - $35.1K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-502Closed |
$47.7K - $61.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.32KClosed |
$220K - $282K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-165Closed |
$15.7K - $20.1K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.48KClosed |
$236K - $303K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-25.7KClosed |
$2.44M - $3.14M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-3.89KClosed |
$369K - $474K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.5KClosed |
$237K - $305K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62Closed |
$5.89K - $7.56K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Brightworth
|
SELL
|
- |
-4.99KClosed |
$474K - $608K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-28- 6.0% |
$2.66K - $3.41K
|
439
$56.5K
|
|
|
Aug 01, 2018
Q2 2018
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-167Closed |
$15.9K - $20.4K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-5.06KClosed |
$453K - $541K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36Closed |
$3.22K - $3.85K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35+ 36.46% |
$3.14K - $3.74K
|
131
$16.9K
|
|
|
May 11, 2018
Q1 2018
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.77KClosed |
$159K - $189K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-6.9KClosed |
$618K - $738K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-342Closed |
$30.6K - $36.6K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-340Closed |
$30.5K - $36.3K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1New |
$89.6 - $107
|
1
$129
|
|
|
May 02, 2018
Q1 2018
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1Closed |
$89.6 - $107
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-301Closed |
$27K - $32.2K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
James Hambro & Partners
|
BUY
|
- |
120New |
$10.7K - $12.8K
|
120
$15.5K
|
|
|
Apr 18, 2018
Q1 2018
|
Accredited Investors Inc.
|
SELL
|
- |
-2.17KClosed |
$194K - $232K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-135Closed |
$12.1K - $14.4K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 26, 2018
Q4 2017
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.42KClosed |
$218K - $247K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-66.4KClosed |
$5.99M - $6.77M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-10.8KClosed |
$975K - $1.1M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
211New |
$19K - $21.5K
|
211
$27.2K
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-17.9KClosed |
$1.61M - $1.82M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-230Closed |
$20.8K - $23.5K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-6KClosed |
$541K - $612K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-5KClosed |
$451K - $510K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-339KClosed |
$30.6M - $34.6M
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-793Closed |
$71.6K - $80.9K
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Corbenic Partners LLC
|
SELL
|
- |
-27Closed |
$2.44K - $2.76K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-3.61KClosed |
$292K - $332K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.75KClosed |
$546K - $619K
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Davidson Investment Advisors
|
SELL
|
- |
-1.25KClosed |
$101K - $115K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$25.8K
|
|
|
Oct 31, 2017
Q3 2017
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.2KClosed |
$823K - $934K
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
34New |
$2.75K - $3.12K
|
34
$4.38K
|
|
| Q2 2017 | |||||||
|
Apr 05, 2024
Q2 2017
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|
| Q4 2015 | |||||||
|
Oct 18, 2018
Q4 2015
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
1New |
N/A
|
1
$129
|
|