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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 4.19% |
$9.7K - $12.4K
|
1.89K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61KNew |
$206K - $263K
|
1.61K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$71.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.14% |
$128 - $163
|
735
$105K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$180K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
115New |
$14.7K - $18.8K
|
115
$16.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 8.77% |
$17.2K - $22.1K
|
1.41K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$28.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$178K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.73K+ 13.86% |
$220K - $282K
|
14.2K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$185K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.43KNew |
$183K - $234K
|
1.43K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-30- 0.78% |
$3.83K - $4.9K
|
3.83K
$545K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.52K- 7.42% |
$960K - $1.23M
|
93.8K
$13.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.39KNew |
$177K - $227K
|
1.39K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.64KNew |
$209K - $267K
|
1.64K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
400+ 25.61% |
$51.1K - $65.3K
|
1.96K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
28.7KNew |
$3.67M - $4.7M
|
28.7K
$4.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$7.83K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.52KNew |
$193K - $247K
|
1.52K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 35.0% |
$408K - $522K
|
5.94K
$845K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 8.7% |
$511 - $653
|
42
$5.98K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$240K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2025
Q4 2023
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-7.91KClosed |
$864K - $1.07M
|
0
$0
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
900New |
$98.3K - $122K
|
900
$128K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1KClosed |
$1.32M - $1.64M
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$21.8K - $27.1K
|
200
$28.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 80.0% |
$218K - $271K
|
500
$71.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.78K- 31.68% |
$412K - $513K
|
8.14K
$1.16M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$10.9K - $13.6K
|
100
$14.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$4.7K - $5.84K
|
43
$6.12K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.46KNew |
$159K - $198K
|
1.46K
$208K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
44New |
$4.8K - $5.97K
|
44
$6.26K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10New |
$1.09K - $1.36K
|
10
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$11.9M - $14.7M
|
109K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.37M
|
10.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-400- 7.77% |
$43.7K - $54.3K
|
4.75K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
94+ 17.47% |
$10.3K - $12.8K
|
632
$89.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2K- 76.57% |
$218K - $271K
|
612
$87.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$54.6K - $67.9K
|
500
$71.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$546K - $679K
|
5K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
57.3KNew |
$6.26M - $7.78M
|
57.3K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-217- 5.97% |
$23.7K - $29.5K
|
3.42K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
20KNew |
$2.18M - $2.71M
|
20K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75New |
$8.19K - $10.2K
|
75
$10.7K
|
|