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 |
|---|---|---|---|---|---|---|---|
|
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
$20.9M
|
|
|
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
$4.2M
|
|
|
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
|
|
|
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 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
$52.7K
|
|
|
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
$15.7K
|
|
|
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
$120
|
|
|
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
$14.4K
|
|
|
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
$25.3K
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-17.9KClosed |
$1.61M - $1.82M
|
0
$0
|
|