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 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
116+ 6.13% |
$12.8K - $16.1K
|
2.01K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-155- 3.38% |
$17.1K - $21.5K
|
4.43K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.18K+ 18.73% |
$351K - $442K
|
20.2K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.79% |
$3.53K - $4.45K
|
1.76K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-154- 1.16% |
$17K - $21.4K
|
13.1K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.06K- 14.67% |
$669K - $842K
|
35.2K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
18.9K+ 201.51% |
$2.08M - $2.62M
|
28.2K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.77KNew |
$858K - $1.08M
|
7.77K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68K+ 10.2% |
$7.5M - $9.45M
|
734K
$95.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.09K+ 4.96% |
$341K - $430K
|
65.4K
$8.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1KNew |
$110K - $139K
|
1K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-228K- 0.56% |
$25.2M - $31.7M
|
40.5M
$5.25B
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.21K- 8.17% |
$133K - $168K
|
13.6K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
66+ 0.42% |
$7.28K - $9.17K
|
15.6K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
59.9KNew |
$6.61M - $8.32M
|
59.9K
$7.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$50.2K - $63.2K
|
455
$59K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
43.3KNew |
$4.78M - $6.02M
|
43.3K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-908- 14.58% |
$100K - $126K
|
5.32K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.14K+ 47.49% |
$125K - $158K
|
3.53K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 7.3% |
$55.7K - $70.2K
|
6.41K
$832K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-144- 0.95% |
$15.9K - $20K
|
15K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
568+ 35.06% |
$62.7K - $78.9K
|
2.19K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-516K- 51.05% |
$56.9M - $71.6M
|
494K
$64.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
619+ 0.41% |
$68.3K - $86K
|
152K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22- 0.12% |
$2.43K - $3.06K
|
17.6K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.57K+ 103.21% |
$174K - $219K
|
3.1K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-637- 2.14% |
$70.3K - $88.5K
|
29.2K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-13- 0.38% |
$1.43K - $1.81K
|
3.38K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-51- 0.23% |
$5.63K - $7.09K
|
22K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-8.35K- 13.08% |
$921K - $1.16M
|
55.5K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-168- 39.62% |
$18.5K - $23.3K
|
256
$33.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
5+ 0.16% |
$552 - $695
|
3.2K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 35.84% |
$22.1K - $27.8K
|
358
$46.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
980+ 20.77% |
$108K - $136K
|
5.7K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.9K- 5.81% |
$1.43M - $1.8M
|
210K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-343- 2.42% |
$37.9K - $47.7K
|
13.8K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-275- 3.88% |
$30.3K - $38.2K
|
6.8K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.7% |
$5.52K - $6.95K
|
7.08K
$918K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-109- 0.72% |
$12K - $15.1K
|
15K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.38% |
$8.28K - $10.4K
|
5.36K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.66K+ 25.54% |
$735K - $926K
|
32.7K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
245New |
$27K - $34K
|
245
$31.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
603New |
$66.5K - $83.8K
|
603
$78.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-954- 4.12% |
$105K - $133K
|
22.2K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.79K- 31.35% |
$197K - $248K
|
3.92K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 80.0% |
$441 - $556
|
1
$130
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-76.1K- 6.05% |
$8.4M - $10.6M
|
1.18M
$153M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.27K+ 7.75% |
$140K - $177K
|
17.7K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-53- 2.13% |
$5.85K - $7.36K
|
2.44K
$316K
|