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 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
288KNew |
$31.8M - $40M
|
288K
$37.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$42.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$2.98K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2K- 23.3% |
$221K - $278K
|
6.59K
$854K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.38% |
$552 - $695
|
1.31K
$170K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32+ 0.57% |
$3.53K - $4.45K
|
5.68K
$737K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.34K- 11.51% |
$258K - $325K
|
18K
$2.33M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-289- 0.55% |
$31.9K - $40.2K
|
52.7K
$6.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
196+ 1.26% |
$21.6K - $27.2K
|
15.7K
$2.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
447+ 52.22% |
$49.3K - $62.1K
|
1.3K
$169K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
679New |
$74.9K - $94.3K
|
679
$88.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-30- 27.27% |
$3.31K - $4.17K
|
80
$10.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 26.56% |
$182K - $229K
|
4.55K
$591K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10- 0.5% |
$1.1K - $1.39K
|
2K
$259K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-453- 2.59% |
$50K - $62.9K
|
17K
$2.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.4K- 34.48% |
$265K - $333K
|
4.56K
$592K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 25.68% |
$112K - $141K
|
2.94K
$381K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$25.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
277+ 4.1% |
$30.6K - $38.5K
|
7.03K
$911K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.67K+ 63.62% |
$405K - $510K
|
9.45K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
483+ 11.99% |
$53.3K - $67.1K
|
4.51K
$585K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.9K+ 266.33% |
$1.64M - $2.06M
|
20.4K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19K- 29.11% |
$462K - $582K
|
10.2K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-420- 17.04% |
$46.3K - $58.4K
|
2.05K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.6K- 6.35% |
$1.39M - $1.75M
|
186K
$24.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.81KNew |
$200K - $252K
|
1.81K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
114KNew |
$12.5M - $15.8M
|
114K
$14.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
32.2KNew |
$3.55M - $4.47M
|
32.2K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-218K- 67.65% |
$24.1M - $30.3M
|
104K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
33.8K+ 46.17% |
$3.73M - $4.7M
|
107K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.09KNew |
$1M - $1.26M
|
9.09K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-367K- 27.74% |
$40.5M - $51M
|
955K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-467K- 79.8% |
$51.5M - $64.8M
|
118K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
4.8K+ 1200.0% |
$530K - $667K
|
5.2K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
39KNew |
$4.3M - $5.41M
|
39K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.06KNew |
$337K - $425K
|
3.06K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.5K+ 51.88% |
$10.8M - $13.5M
|
285K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.99K+ 2.07% |
$220K - $277K
|
98.4K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.32K - $2.92K
|
2.59K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-245K- 61.15% |
$27M - $34M
|
155K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.62K- 80.5% |
$620K - $780K
|
1.36K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
97.2K+ 6.34% |
$10.7M - $13.5M
|
1.63M
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 1.24% |
$3.2K - $4.03K
|
2.37K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
16.8K+ 2.43% |
$1.85M - $2.33M
|
707K
$91.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
895+ 0.61% |
$98.8K - $124K
|
147K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 11.68% |
$203K - $256K
|
13.9K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162K+ 80.17% |
$17.9M - $22.5M
|
364K
$47.2M
|