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 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-836- 12.09% |
$92.3K - $116K
|
6.08K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.08K+ 5.83% |
$340K - $428K
|
56K
$7M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-630- 2.05% |
$69.5K - $87.5K
|
30.1K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-10.5K- 6.77% |
$1.16M - $1.46M
|
145K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-297- 0.57% |
$32.8K - $41.3K
|
51.5K
$6.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
168New |
$18.5K - $23.3K
|
168
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 14.85% |
$104K - $131K
|
5.39K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
214+ 0.43% |
$23.6K - $29.7K
|
50K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.64KNew |
$623K - $784K
|
5.64K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$28K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332+ 12.33% |
$36.6K - $46.1K
|
3.02K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.78% |
$11K - $13.9K
|
2.19K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.23K- 24.45% |
$688K - $866K
|
19.3K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.3% |
$993 - $1.25K
|
3.02K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 1.37% |
$183K - $231K
|
120K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.27K- 23.33% |
$1.02M - $1.29M
|
30.5K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-781- 8.46% |
$86.2K - $109K
|
8.45K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
457+ 2.43% |
$50.4K - $63.5K
|
19.3K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.83K+ 64.71% |
$202K - $254K
|
4.65K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.48MNew |
$163M - $206M
|
1.48M
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
88+ 7.69% |
$9.71K - $12.2K
|
1.23K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 0.54% |
$5.52K - $6.95K
|
9.25K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-124- 3.62% |
$13.7K - $17.2K
|
3.3K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-613- 10.62% |
$67.6K - $85.2K
|
5.16K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
140+ 3.83% |
$15.4K - $19.5K
|
3.8K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-35- 1.41% |
$3.86K - $4.86K
|
2.45K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-52- 0.32% |
$5.74K - $7.22K
|
16.3K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
75+ 1.12% |
$8.28K - $10.4K
|
6.79K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 1.47% |
$55.2K - $69.5K
|
33.5K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-155- 2.24% |
$17.1K - $21.5K
|
6.76K
$845K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.06K+ 1.36% |
$117K - $147K
|
79K
$9.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-725- 11.93% |
$80K - $101K
|
5.35K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
150+ 2.4% |
$16.6K - $20.8K
|
6.41K
$801K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.91KNew |
$873K - $1.1M
|
7.91K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.31KNew |
$365K - $459K
|
3.31K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
945+ 3.05% |
$104K - $131K
|
31.9K
$3.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30- 0.4% |
$3.31K - $4.17K
|
7.45K
$932K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-387- 1.15% |
$42.7K - $53.8K
|
33.2K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
147KNew |
$16.2M - $20.5M
|
147K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-342- 41.45% |
$37.7K - $47.5K
|
483
$60.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
365+ 7.0% |
$40.3K - $50.7K
|
5.58K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22.5K- 35.02% |
$2.48M - $3.12M
|
41.7K
$5.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 4.52% |
$11.4K - $14.3K
|
2.38K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.15K+ 6.13% |
$127K - $160K
|
19.9K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 6.88% |
$1.43K - $1.81K
|
202
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
107+ 3.72% |
$11.8K - $14.9K
|
2.98K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 28.57% |
$205K - $258K
|
4.64K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
213+ 3.19% |
$23.5K - $29.6K
|
6.9K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.88K+ 5.78% |
$208K - $261K
|
34.4K
$4.31M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.67K- 8.08% |
$294K - $371K
|
30.4K
$3.79M
|