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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
612+ 25.9% |
$76.5K - $90.1K
|
2.98K
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.68K- 9.67% |
$585K - $688K
|
43.7K
$5.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.75K - $2.06K
|
14
$1.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$131K - $155K
|
1.05K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 57.87% |
$276K - $325K
|
1.61K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-5.34K- 58.42% |
$667K - $786K
|
3.8K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
695+ 9.32% |
$86.9K - $102K
|
8.15K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 44.61% |
$314K - $370K
|
3.12K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-29- 0.65% |
$3.63K - $4.27K
|
4.41K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
477+ 28.63% |
$59.6K - $70.2K
|
2.14K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
48New |
$6K - $7.06K
|
48
$6K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.52K- 3.89% |
$565K - $665K
|
112K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-856- 6.38% |
$107K - $126K
|
12.6K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.31M - $1.55M
|
10.5K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-45- 1.14% |
$5.63K - $6.62K
|
3.89K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$250
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 6.39% |
$232K - $273K
|
30.9K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 11.33% |
$17.6K - $20.8K
|
1.39K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
352New |
$44K - $51.8K
|
352
$44K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57KNew |
$196K - $231K
|
1.57K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$150K - $177K
|
1.2K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-333- 15.55% |
$41.6K - $49K
|
1.81K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-2- 0.12% |
$250 - $294
|
1.61K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 9.09% |
$100K - $118K
|
9.6K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 2.4% |
$3.75K - $4.42K
|
1.22K
$152K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-30.4K- 94.86% |
$3.8M - $4.47M
|
1.65K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-59- 0.88% |
$7.38K - $8.68K
|
6.68K
$835K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 12.98% |
$5.5K - $6.48K
|
295
$36.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 2.67% |
$2.25K - $2.65K
|
655
$81.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.09K- 11.77% |
$511K - $602K
|
30.7K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-14.1K- 58.75% |
$1.76M - $2.08M
|
9.9K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.42% |
$1K - $1.18K
|
1.92K
$240K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-524- 2.14% |
$65.5K - $77.1K
|
24K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
363+ 25.26% |
$45.4K - $53.4K
|
1.8K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.2K+ 1066.67% |
$400K - $471K
|
3.5K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.99% |
$4.88K - $5.74K
|
1.27K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 19.89% |
$4.5K - $5.3K
|
145
$18.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-476- 37.6% |
$59.5K - $70.1K
|
790
$98.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 72.14% |
$496K - $584K
|
1.53K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.13K - $1.32K
|
9
$1.12K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-398- 2.6% |
$49.8K - $58.6K
|
14.9K
$1.86M
|