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 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-22- 1.54% |
$2.43K - $3.06K
|
1.41K
$176K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-54- 9.14% |
$5.96K - $7.5K
|
537
$67.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
637+ 11.03% |
$70.3K - $88.5K
|
6.41K
$802K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 5.24% |
$16.3K - $20.6K
|
2.97K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 4.36% |
$63.7K - $80.2K
|
12.6K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$110 - $139
|
8.1K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-100- 3.18% |
$11K - $13.9K
|
3.05K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.07K+ 10.62% |
$560K - $705K
|
52.8K
$6.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$1.21K - $1.53K
|
3.57K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
144+ 5.34% |
$15.9K - $20K
|
2.84K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
235+ 5.95% |
$25.9K - $32.6K
|
4.19K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.17% |
$1.88K - $2.36K
|
10.1K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-127- 1.74% |
$14K - $17.6K
|
7.15K
$894K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-678- 6.1% |
$74.8K - $94.2K
|
10.4K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.63% |
$221 - $278
|
321
$40.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
85+ 0.9% |
$9.38K - $11.8K
|
9.52K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
223+ 2.84% |
$24.6K - $31K
|
8.07K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-573- 8.31% |
$63.2K - $79.6K
|
6.32K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-760- 3.39% |
$83.9K - $106K
|
21.7K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
518KNew |
$57.1M - $72M
|
518K
$64.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.27K- 0.8% |
$140K - $177K
|
157K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-47- 2.27% |
$5.19K - $6.53K
|
2.03K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 0.82% |
$331 - $417
|
363
$45.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
264New |
$29.1K - $36.7K
|
264
$33K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.66KNew |
$624K - $786K
|
5.66K
$707K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 3.82% |
$2.21K - $2.78K
|
543
$67.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.34K+ 0.76% |
$478K - $602K
|
573K
$71.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
851+ 1.18% |
$93.9K - $118K
|
72.7K
$9.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
279+ 11.33% |
$30.8K - $38.8K
|
2.74K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 2.03% |
$138K - $174K
|
63.2K
$7.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-950- 3.54% |
$105K - $132K
|
25.8K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-540- 1.03% |
$59.6K - $75K
|
51.7K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-745- 15.76% |
$82.2K - $104K
|
3.98K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17+ 17.0% |
$1.88K - $2.36K
|
117
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$467K - $588K
|
4.23K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$110 - $139
|
86
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 3.84% |
$2.1K - $2.64K
|
514
$64.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
372+ 1.46% |
$41.1K - $51.7K
|
25.8K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.84K+ 71.31% |
$975K - $1.23M
|
21.2K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-990- 22.18% |
$109K - $138K
|
3.47K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$5.19K - $6.53K
|
47
$5.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
75+ 2.59% |
$8.28K - $10.4K
|
2.98K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7K- 1.55% |
$772K - $973K
|
444K
$55.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
866+ 2.74% |
$95.6K - $120K
|
32.5K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$307K
|