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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
101+ 10.11% |
$9.17K - $10.8K
|
1.1K
$137K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
482+ 6.5% |
$43.8K - $51.3K
|
7.89K
$987K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
262+ 2.55% |
$23.8K - $27.9K
|
10.6K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 31.03% |
$194K - $227K
|
4.75K
$593K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$90.8 - $106
|
355
$44.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
150KNew |
$13.7M - $16M
|
150K
$18.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-6.59K- 48.07% |
$598K - $701K
|
7.12K
$890K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-21.9K- 48.24% |
$1.99M - $2.33M
|
23.5K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 8.11% |
$4.09K - $4.79K
|
510
$63.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$9.08K - $10.6K
|
100
$12.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4KNew |
$364K - $426K
|
4K
$500K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 1.87% |
$1.18K - $1.38K
|
682
$85.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.25K- 20.16% |
$114K - $133K
|
4.95K
$619K
|
|
|
Jul 24, 2023
Q2 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-1K- 9.09% |
$90.8K - $106K
|
10K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$22K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.98% |
$6.63K - $7.77K
|
7.35K
$919K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$22K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-216- 1.28% |
$19.6K - $23K
|
16.7K
$2.09M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 3.26% |
$636 - $745
|
222
$27.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-514K- 88.95% |
$46.6M - $54.7M
|
63.8K
$7.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
900New |
$81.7K - $95.8K
|
900
$112K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
138New |
$12.5K - $14.7K
|
138
$17.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.2K - $21.3K
|
200
$25K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$268K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 0.56% |
$908 - $1.06K
|
1.78K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.41% |
$90.8 - $106
|
72
$9K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-138- 4.67% |
$12.5K - $14.7K
|
2.82K
$352K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.48% |
$182 - $213
|
415
$51.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
728New |
$66.1K - $77.5K
|
728
$91K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
253New |
$23K - $26.9K
|
253
$31.6K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-121- 1.53% |
$11.3K - $13.5K
|
7.81K
$976K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
55.9KNew |
$5.23M - $6.24M
|
55.9K
$6.99M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-125Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
103+ 4.04% |
$9.63K - $11.5K
|
2.65K
$332K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175Closed |
$16.4K - $19.5K
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.11KNew |
$197K - $235K
|
2.11K
$263K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 7.41% |
$153K - $183K
|
20.5K
$2.56M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
25New |
$2.34K - $2.79K
|
25
$3.12K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 72.61% |
$4.4M - $5.25M
|
17.8K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
74+ 1.01% |
$6.92K - $8.25K
|
7.37K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$14.7M - $17.6M
|
158K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$378K - $450K
|
4.04K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Bornite Capital Management LP
|
BUY
|
- |
4KNew |
$374K - $446K
|
4K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.2K- 4.21% |
$1.98M - $2.36M
|
482K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20- 0.83% |
$1.87K - $2.23K
|
2.39K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 7.86% |
$278K - $331K
|
34.8K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.16KNew |
$295K - $352K
|
3.16K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$608K - $724K
|
6.5K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.17KNew |
$296K - $353K
|
3.17K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
27.9KNew |
$2.61M - $3.11M
|
27.9K
$3.49M
|
|