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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $518
|
23.5K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$34K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$34.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.5K- 27.27% |
$204K - $259K
|
4K
$500K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$15.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2.2KNew |
$299K - $380K
|
2.2K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
30+ 0.89% |
$4.08K - $5.18K
|
3.4K
$425K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
316+ 13.73% |
$42.9K - $54.6K
|
2.62K
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.9K - $2.42K
|
14
$1.75K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 1.31% |
$1.9K - $2.42K
|
1.05K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$35.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-16.6K- 26.35% |
$2.26M - $2.87M
|
46.4K
$5.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$10.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.75K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.51KNew |
$205K - $260K
|
1.51K
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91+ 5.6% |
$12.4K - $15.7K
|
1.72K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.42% |
$1.67M - $2.12M
|
11.6K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 1.73% |
$3.67K - $4.66K
|
1.53K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$21.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 26.83% |
$74.7K - $95K
|
1.5K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$22.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-72- 4.0% |
$9.78K - $12.4K
|
1.73K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$207K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.36% |
$2.72K - $3.45K
|
1.5K
$187K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$155K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.85K - $3.63K
|
21
$2.62K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$327K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$179K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$8.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.35% |
$6.11K - $7.77K
|
3.3K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$838K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15+ 0.89% |
$2.04K - $2.59K
|
1.7K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$8.12K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.94% |
$1.09K - $1.38K
|
857
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.56K- 24.12% |
$212K - $269K
|
4.9K
$612K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.4K+ 74.19% |
$190K - $242K
|
3.29K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-62- 3.62% |
$8.42K - $10.7K
|
1.65K
$206K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-13- 0.26% |
$1.77K - $2.25K
|
5.04K
$630K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352+ 17.6% |
$47.8K - $60.8K
|
2.35K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$183K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$210K
|