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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.47% |
$4.52K - $5.7K
|
8.77K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76+ 2.62% |
$8.39K - $10.6K
|
2.97K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
111+ 83.46% |
$12.2K - $15.4K
|
244
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.87KNew |
$206K - $259K
|
1.87K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.65% |
$441 - $556
|
617
$77.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 5.81% |
$136K - $171K
|
22.5K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
445+ 161.82% |
$49.1K - $61.8K
|
720
$90K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 0.52% |
$662 - $834
|
1.15K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
265+ 4.93% |
$29.2K - $36.8K
|
5.64K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 0.45% |
$1.77K - $2.22K
|
3.56K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 3.68% |
$15.8K - $19.9K
|
3.74K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.1K- 3.44% |
$453K - $570K
|
115K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-349- 1.1% |
$38.5K - $48.5K
|
31.3K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 6.54% |
$38.6K - $48.6K
|
5K
$625K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.86K+ 6.95% |
$205K - $258K
|
28.6K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.57KNew |
$614K - $774K
|
5.57K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.5K- 1.42% |
$166K - $209K
|
105K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-219- 3.2% |
$24.2K - $30.4K
|
6.62K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$6.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29+ 0.89% |
$3.2K - $4.03K
|
3.28K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-25- 0.35% |
$2.76K - $3.47K
|
7.16K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$552 - $695
|
5
$625
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285New |
$31.4K - $39.6K
|
285
$35.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
7.04K+ 46.48% |
$777K - $978K
|
22.2K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-107- 0.54% |
$11.8K - $14.9K
|
19.8K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.95K- 30.49% |
$1.1M - $1.38M
|
22.7K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.84K+ 22.69% |
$535K - $673K
|
26.2K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
415+ 8.57% |
$45.8K - $57.7K
|
5.26K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.86K - $4.86K
|
35
$4.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-349- 11.53% |
$38.5K - $48.5K
|
2.68K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 2.59% |
$5.85K - $7.36K
|
1.99K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-123- 7.03% |
$13.6K - $17.1K
|
1.63K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.48K+ 15.25% |
$163K - $205K
|
11.2K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.58K- 66.98% |
$395K - $497K
|
1.76K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
57+ 1.97% |
$6.29K - $7.92K
|
2.95K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.56KNew |
$724K - $912K
|
6.56K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
664+ 2.06% |
$73.3K - $92.2K
|
32.9K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
464+ 2.87% |
$51.2K - $64.5K
|
16.6K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-347- 6.83% |
$38.3K - $48.2K
|
4.73K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
168+ 2.61% |
$18.5K - $23.3K
|
6.6K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-45- 8.4% |
$4.97K - $6.25K
|
491
$61.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 41.18% |
$38.6K - $48.6K
|
500
$62.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$110 - $139
|
1.57K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
261+ 4.44% |
$28.8K - $36.3K
|
6.14K
$768K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
763+ 5.25% |
$84.2K - $106K
|
15.3K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
120+ 2.53% |
$13.2K - $16.7K
|
4.87K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-16.3K- 31.65% |
$1.8M - $2.26M
|
35.2K
$4.4M
|