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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-709- 34.67% |
$78.2K - $98.5K
|
1.34K
$167K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 0.28% |
$2.54K - $3.2K
|
8.37K
$1.05M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
59.7K+ 2.6% |
$7.46M - $8.78M
|
2.36M
$294M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.87KNew |
$483K - $569K
|
3.87K
$483K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.94K- 2.03% |
$368K - $433K
|
142K
$17.7M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.28KNew |
$785K - $924K
|
6.28K
$785K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.84% |
$3.5K - $4.12K
|
3.36K
$419K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 28.57% |
$250 - $294
|
5
$625
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1K+ 17.73% |
$125K - $147K
|
6.65K
$832K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
31New |
$3.88K - $4.56K
|
31
$3.87K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.53KNew |
$191K - $225K
|
1.53K
$191K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-332- 15.95% |
$41.5K - $48.9K
|
1.75K
$219K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-71- 4.42% |
$8.88K - $10.4K
|
1.53K
$192K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-85- 2.1% |
$10.6K - $12.5K
|
3.97K
$496K
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
30.1K+ 729.64% |
$3.76M - $4.43M
|
34.2K
$4.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 4.55% |
$15.6K - $18.4K
|
2.63K
$328K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-460- 21.89% |
$57.5K - $67.7K
|
1.64K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.25KNew |
$407K - $479K
|
3.25K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.85KNew |
$607K - $714K
|
4.85K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
949+ 17.98% |
$119K - $140K
|
6.23K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
145+ 10.18% |
$18.1K - $21.3K
|
1.57K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
6.82K+ 18.42% |
$853K - $1M
|
43.9K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 11.67% |
$62.5K - $73.6K
|
3.78K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$25K - $29.4K
|
200
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
212+ 6.18% |
$26.5K - $31.2K
|
3.64K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
6.66KNew |
$833K - $980K
|
6.66K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-696- 5.23% |
$87K - $102K
|
12.6K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-500- 3.7% |
$62.5K - $73.6K
|
13K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-47.9K- 31.79% |
$5.98M - $7.04M
|
103K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 1.99% |
$4.38K - $5.15K
|
1.72K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
32.6KNew |
$4.08M - $4.8M
|
32.6K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-12.8K- 48.3% |
$1.6M - $1.88M
|
13.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-74- 4.11% |
$9.25K - $10.9K
|
1.73K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$627K - $738K
|
5.02K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-9.24K- 57.54% |
$1.15M - $1.36M
|
6.82K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-1.1K- 55.0% |
$138K - $162K
|
900
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$588K - $692K
|
4.7K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
358New |
$44.8K - $52.7K
|
358
$44.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-676K- 93.07% |
$84.5M - $99.5M
|
50.4K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
548+ 3.24% |
$68.5K - $80.6K
|
17.5K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.75KNew |
$469K - $552K
|
3.75K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 1.08% |
$5.63K - $6.62K
|
4.14K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.13K+ 43.26% |
$391K - $461K
|
10.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
204KNew |
$25.5M - $30.1M
|
204K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.27M- 97.59% |
$158M - $187M
|
31.3K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 74.92% |
$200K - $235K
|
535
$66.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21.1K- 91.09% |
$2.63M - $3.1M
|
2.06K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5.1KNew |
$638K - $751K
|
5.1K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
304New |
$38K - $44.7K
|
304
$38K
|
|