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 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 4.76% |
$36.9K - $43.4K
|
5.9K
$840K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
35.4KNew |
$4.42M - $5.21M
|
35.4K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-115- 58.67% |
$14.4K - $16.9K
|
81
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.53KNew |
$191K - $225K
|
1.53K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-13K- 21.89% |
$1.63M - $1.91M
|
46.4K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-88- 4.44% |
$11K - $13K
|
1.89K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
55.9K+ 834.33% |
$6.99M - $8.23M
|
62.6K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.68K- 38.13% |
$209K - $247K
|
2.72K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.13K- 3.79% |
$516K - $608K
|
105K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
39.5KNew |
$4.93M - $5.81M
|
39.5K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-50.5K- 88.34% |
$6.31M - $7.43M
|
6.67K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.79KNew |
$474K - $558K
|
3.79K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-43- 1.86% |
$5.38K - $6.33K
|
2.27K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.6KNew |
$449K - $529K
|
3.6K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-57- 0.75% |
$7.13K - $8.39K
|
7.55K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-80- 1.73% |
$10K - $11.8K
|
4.54K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
910+ 7.21% |
$114K - $134K
|
13.5K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
27KNew |
$3.37M - $3.97M
|
27K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 3.2% |
$16.3K - $19.1K
|
4.19K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
239KNew |
$29.9M - $35.2M
|
239K
$34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.04KNew |
$380K - $448K
|
3.04K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
83New |
$10.4K - $12.2K
|
83
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
15.7K+ 74.44% |
$1.96M - $2.31M
|
36.8K
$5.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-28- 1.57% |
$3.5K - $4.12K
|
1.75K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-513- 0.49% |
$64.1K - $75.5K
|
105K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-109K- 96.46% |
$13.6M - $16.1M
|
4K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
5New |
$625 - $736
|
5
$712
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.13K- 12.0% |
$141K - $166K
|
8.29K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60+ 3.66% |
$7.5K - $8.83K
|
1.7K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-259K- 99.48% |
$32.4M - $38.1M
|
1.36K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
159+ 265.0% |
$19.9K - $23.4K
|
219
$31.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 85.71% |
$4.5K - $5.3K
|
78
$11.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
125New |
$15.6K - $18.4K
|
125
$17.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
540KNew |
$67.5M - $79.5M
|
540K
$76.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
18.5KNew |
$2.31M - $2.72M
|
18.5K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$7.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
206+ 12.55% |
$25.8K - $30.3K
|
1.85K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.68K- 9.67% |
$585K - $688K
|
43.7K
$6.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.75K - $2.06K
|
14
$1.99K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-856- 6.38% |
$107K - $126K
|
12.6K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.31M - $1.55M
|
10.5K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$285
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 6.39% |
$232K - $273K
|
30.9K
$4.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
352New |
$44K - $51.8K
|
352
$50.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57KNew |
$196K - $231K
|
1.57K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 9.09% |
$100K - $118K
|
9.6K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$657K
|
|