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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
604New |
$66.7K - $83.9K
|
604
$75.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.66KNew |
$514K - $647K
|
4.66K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$23.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-55- 0.31% |
$6.07K - $7.64K
|
17.8K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.11% |
$221 - $278
|
1.86K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 5.66% |
$218K - $274K
|
36.9K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-321- 8.82% |
$35.4K - $44.6K
|
3.32K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.12K+ 61.34% |
$1.01M - $1.27M
|
24K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.05% |
$883 - $1.11K
|
16.2K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.05% |
$110 - $139
|
1.87K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$2.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
244+ 0.15% |
$26.9K - $33.9K
|
159K
$19.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.55K+ 16.78% |
$171K - $215K
|
10.8K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
784+ 4.96% |
$86.5K - $109K
|
16.6K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-30.1K- 49.47% |
$3.32M - $4.19M
|
30.8K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
264+ 4.2% |
$29.1K - $36.7K
|
6.54K
$818K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
787New |
$86.8K - $109K
|
787
$98.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
107+ 3.99% |
$11.8K - $14.9K
|
2.79K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 2.37% |
$38K - $47.8K
|
14.2K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.05K- 18.29% |
$116K - $146K
|
4.69K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.43K- 60.45% |
$599K - $755K
|
3.55K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 0.8% |
$2.43K - $3.06K
|
2.77K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-24.2K- 6.71% |
$2.67M - $3.36M
|
337K
$42.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.38K- 3.25% |
$815K - $1.03M
|
220K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.86% |
$88.3K - $111K
|
19.9K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.81K- 10.22% |
$1.08M - $1.36M
|
86.1K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.59K- 8.09% |
$396K - $498K
|
40.7K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-140- 4.53% |
$15.4K - $19.5K
|
2.95K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-30- 1.2% |
$3.31K - $4.17K
|
2.46K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.6K- 2.13% |
$1.84M - $2.31M
|
766K
$95.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 4.79% |
$1.88K - $2.36K
|
372
$46.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 13.68% |
$11K - $13.9K
|
831
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
33+ 0.38% |
$3.64K - $4.58K
|
8.72K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
111+ 3.16% |
$12.2K - $15.4K
|
3.62K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.47% |
$5.52K - $6.95K
|
3.35K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8+ 0.26% |
$883 - $1.11K
|
3.05K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
103New |
$11.4K - $14.3K
|
103
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$883 - $1.11K
|
4.17K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.48K+ 19.44% |
$274K - $345K
|
15.3K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 20.95% |
$207K - $260K
|
10.8K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 1.53% |
$11.1K - $14K
|
6.72K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-142- 1.92% |
$15.7K - $19.7K
|
7.24K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-645- 14.46% |
$71.2K - $89.6K
|
3.82K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 3.84% |
$2.32K - $2.92K
|
526
$65.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$11.7K - $14.7K
|
106
$13.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 5.78% |
$1.43K - $1.81K
|
212
$26.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
299+ 9.47% |
$33K - $41.5K
|
3.46K
$432K
|