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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
62+ 0.13% |
$5.91K - $7.71K
|
47K
$5.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 2.64% |
$5.63K - $7.33K
|
2.18K
$272K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.11KNew |
$582K - $759K
|
6.11K
$763K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.91K - $2.49K
|
20
$2.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
32New |
$3.05K - $3.98K
|
32
$4K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$240K - $313K
|
2.52K
$315K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.07KNew |
$102K - $133K
|
1.07K
$134K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
805+ 9.39% |
$73.1K - $85.7K
|
9.38K
$1.17M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-12- 5.66% |
$1.09K - $1.28K
|
200
$25K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.6K- 63.67% |
$1.96M - $2.3M
|
12.3K
$1.54M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.4KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-178K- 57.19% |
$16.2M - $19M
|
133K
$16.7M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$2.54K - $2.98K
|
28
$3.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80+ 9.94% |
$7.26K - $8.52K
|
885
$111K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$908 - $1.06K
|
10
$1.25K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
394New |
$35.8K - $41.9K
|
394
$49.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.19% |
$5.99K - $7.03K
|
2K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
267New |
$24.2K - $28.4K
|
267
$33.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.35K+ 111.19% |
$849K - $996K
|
17.8K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-65- 2.83% |
$5.9K - $6.92K
|
2.23K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-205K- 92.01% |
$18.7M - $21.9M
|
17.8K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$272K - $319K
|
3K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
70KNew |
$6.36M - $7.45M
|
70K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-49.1K- 94.05% |
$4.46M - $5.23M
|
3.11K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
775KNew |
$70.4M - $82.5M
|
775K
$96.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.12KNew |
$465K - $545K
|
5.12K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$90.9K - $107K
|
1K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.19K+ 292.58% |
$290K - $340K
|
4.28K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.2K- 20.49% |
$472K - $554K
|
20.2K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.5K+ 6.24% |
$2.41M - $2.82M
|
451K
$56.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-891- 11.93% |
$80.9K - $94.9K
|
6.58K
$822K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.29K+ 2.56% |
$571K - $670K
|
252K
$31.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$277K - $325K
|
3.05K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
150+ 2.25% |
$13.6K - $16K
|
6.83K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150New |
$13.6K - $16K
|
150
$18.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
319New |
$29K - $34K
|
319
$39.9K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-790- 48.2% |
$71.7K - $84.1K
|
849
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 9.43% |
$4.54K - $5.32K
|
580
$72.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-81- 0.36% |
$7.36K - $8.62K
|
22.4K
$2.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-253- 10.42% |
$23K - $26.9K
|
2.17K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.73K- 37.16% |
$430K - $504K
|
8K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$54.9K - $64.4K
|
605
$75.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.7K+ 82.84% |
$976K - $1.14M
|
23.7K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.14K+ 6.8% |
$557K - $654K
|
96.4K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
6.1KNew |
$554K - $649K
|
6.1K
$762K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
153New |
$13.9K - $16.3K
|
153
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$90.8 - $106
|
745
$93.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 0.72% |
$2.18K - $2.56K
|
3.32K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$283K - $332K
|
3.12K
$389K
|
|