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 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 27.09% |
$181K - $228K
|
7.69K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
218+ 2.99% |
$24.1K - $30.3K
|
7.51K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12+ 0.28% |
$1.32K - $1.67K
|
4.23K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
310+ 11.31% |
$34.2K - $43.1K
|
3.05K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
64.3K+ 43.81% |
$7.09M - $8.93M
|
211K
$27.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.4KNew |
$375K - $472K
|
3.4K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123K- 0.76% |
$13.6M - $17.1M
|
16M
$2.08B
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
75+ 3.33% |
$8.28K - $10.4K
|
2.33K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.37K- 12.51% |
$261K - $329K
|
16.5K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-136K- 7.3% |
$15M - $18.9M
|
1.73M
$224M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-125- 3.23% |
$13.8K - $17.4K
|
3.74K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-605- 11.9% |
$66.8K - $84.1K
|
4.48K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 35.98% |
$28.5K - $35.8K
|
459
$59.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.27K- 26.74% |
$250K - $315K
|
6.22K
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
91+ 0.86% |
$10K - $12.6K
|
10.7K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40- 1.91% |
$4.41K - $5.56K
|
2.06K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.46KNew |
$492K - $620K
|
4.46K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-3.09K- 1.75% |
$341K - $429K
|
173K
$22.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-183- 2.86% |
$20.2K - $25.4K
|
6.21K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
143+ 1.72% |
$15.8K - $19.9K
|
8.48K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
128K+ 4491.3% |
$14.1M - $17.7M
|
130K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
371+ 2.29% |
$40.9K - $51.5K
|
16.5K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-328- 4.21% |
$36.2K - $45.6K
|
7.45K
$967K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.17K+ 41.71% |
$681K - $857K
|
21K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.3K- 3.63% |
$365K - $459K
|
87.8K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.42K - $4.31K
|
8.91K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-16- 0.5% |
$1.77K - $2.22K
|
3.2K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.28K- 6.58% |
$804K - $1.01M
|
103K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-58- 0.64% |
$6.4K - $8.06K
|
9.04K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 4.36% |
$132K - $166K
|
26.2K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-162- 1.05% |
$17.9K - $22.5K
|
15.2K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
39.6K+ 40.17% |
$4.37M - $5.5M
|
138K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
12K+ 44.21% |
$1.32M - $1.67M
|
39.1K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
26.7KNew |
$2.95M - $3.71M
|
26.7K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.1KNew |
$4.21M - $5.3M
|
38.1K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
331+ 17.56% |
$36.5K - $46K
|
2.22K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-79.1K- 23.37% |
$8.73M - $11M
|
259K
$33.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.43K- 5.97% |
$820K - $1.03M
|
117K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.27KNew |
$360K - $454K
|
3.27K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
416New |
$45.9K - $57.8K
|
416
$54K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
359+ 2.78% |
$39.6K - $49.9K
|
13.3K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.21% |
$3.75K - $4.72K
|
2.79K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
23.6KNew |
$2.61M - $3.28M
|
23.6K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
613+ 6.13% |
$67.6K - $85.2K
|
10.6K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
481New |
$53.1K - $66.8K
|
481
$62.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.4KNew |
$1.26M - $1.58M
|
11.4K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
329+ 11.49% |
$36.3K - $45.7K
|
3.19K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-53- 0.07% |
$5.85K - $7.36K
|
71.6K
$9.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309+ 2.72% |
$34.1K - $42.9K
|
11.7K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29M+ 61.28% |
$143M - $180M
|
3.4M
$441M
|