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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
462New |
$43.2K - $51.5K
|
462
$57.7K
|
|
|
May 15, 2023
Q1 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-13.3K- 11.68% |
$1.24M - $1.48M
|
101K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
59+ 2.44% |
$5.52K - $6.58K
|
2.48K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.9K+ 286.22% |
$552K - $658K
|
7.96K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
573New |
$53.6K - $63.9K
|
573
$71.6K
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17KNew |
$1.59M - $1.9M
|
17K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.26K+ 150.67% |
$492K - $586K
|
8.75K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
25KNew |
$2.34M - $2.79M
|
25K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20KNew |
$1.87M - $2.23M
|
20K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-6K- 50.0% |
$561K - $669K
|
6K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
596+ 59.07% |
$55.7K - $66.4K
|
1.61K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-577- 69.18% |
$54K - $64.3K
|
257
$32.1K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
997New |
$93.3K - $111K
|
997
$125K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-398- 15.45% |
$37.2K - $44.4K
|
2.18K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.25K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
22+ 1.09% |
$2.06K - $2.45K
|
2.04K
$254K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66New |
$6.17K - $7.36K
|
66
$8.25K
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-11.9K- 11.86% |
$1.11M - $1.33M
|
88.4K
$11M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.5K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-453- 31.18% |
$42.4K - $50.5K
|
1K
$125K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
99New |
$9.26K - $11K
|
99
$12.4K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
312+ 114.71% |
$29.2K - $34.8K
|
584
$73K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-190- 7.01% |
$17.8K - $21.2K
|
2.52K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-249- 11.13% |
$23.3K - $27.8K
|
1.99K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$655 - $780
|
7
$875
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-118- 1.64% |
$11K - $13.2K
|
7.08K
$885K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
342+ 12.81% |
$32K - $38.1K
|
3.01K
$376K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.99KNew |
$186K - $222K
|
1.99K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 0.98% |
$655 - $780
|
709
$88.6K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.91K+ 9.56% |
$179K - $213K
|
21.9K
$2.74M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1900.0% |
$1.78K - $2.12K
|
20
$2.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13- 61.9% |
$1.22K - $1.45K
|
8
$1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-939- 15.25% |
$87.8K - $105K
|
5.22K
$652K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 56.02% |
$18.7K - $22.3K
|
157
$19.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
$18.7K - $22.3K
|
200
$25K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.18% |
$1.5K - $1.78K
|
8.73K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.36K- 50.88% |
$595K - $709K
|
6.14K
$767K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.11KNew |
$291K - $347K
|
3.11K
$389K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 12.93% |
$1.4K - $1.67K
|
101
$12.6K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-97- 46.63% |
$9.07K - $10.8K
|
111
$13.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
225+ 8.04% |
$21K - $25.1K
|
3.02K
$378K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 0.69% |
$6.45K - $7.69K
|
9.9K
$1.24M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.85KNew |
$494K - $657K
|
5.85K
$731K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
533New |
$45.1K - $59.9K
|
533
$66.6K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
222New |
$18.8K - $24.9K
|
222
$27.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100New |
$8.46K - $11.2K
|
100
$12.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18New |
$1.52K - $2.02K
|
18
$2.25K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-326- 3.64% |
$27.6K - $36.6K
|
8.62K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
4+ 1.83% |
$338 - $449
|
222
$27.7K
|
|