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 05, 2020
Q1 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$88.9K - $237K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.88KClosed |
$79.3K - $211K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-2.74KClosed |
$115K - $307K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-700Closed |
$29.5K - $78.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-18.7KClosed |
$786K - $2.1M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-19.4KClosed |
$817K - $2.18M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.85KClosed |
$204K - $544K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
West Bancorporation Inc
|
SELL
|
- |
-70Closed |
$2.95K - $7.85K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.5KClosed |
$105K - $280K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-19KClosed |
$799K - $2.13M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.9KClosed |
$79.8K - $213K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-179Closed |
$7.53K - $20.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-472Closed |
$19.9K - $53K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-17Closed |
$716 - $1.91K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.71KClosed |
$114K - $304K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ledyard National Bank
|
SELL
|
- |
-3.51KClosed |
$148K - $394K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.93KClosed |
$418K - $1.11M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.14KClosed |
$132K - $352K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.17KClosed |
$49K - $131K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-23.3KClosed |
$981K - $2.62M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-690Closed |
$29K - $77.4K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-6.41KClosed |
$270K - $719K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.02KClosed |
$85K - $227K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$124K - $330K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24.1KClosed |
$1.01M - $2.7M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-2.49KClosed |
$105K - $279K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.93KClosed |
$81K - $216K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.58KClosed |
$109K - $289K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.05KClosed |
$128K - $342K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.55KClosed |
$107K - $286K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
847New |
$35.7K - $95K
|
847
$110K
|
|
|
Apr 14, 2020
Q1 2020
|
M. Kraus & CO
|
SELL
|
- |
-1.86KClosed |
$78.2K - $208K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.95KClosed |
$124K - $331K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Private Asset Management Inc
|
SELL
|
- |
-1.95KClosed |
$82K - $219K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-65- 2.49% |
$6.39K - $7.78K
|
2.55K
$331K
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-151KClosed |
$14.9M - $18.1M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9.03KClosed |
$887K - $1.08M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-1.43KClosed |
$141K - $172K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-25Closed |
$2.46K - $2.99K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.6KClosed |
$354K - $431K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-654Closed |
$64.2K - $78.3K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.52KClosed |
$247K - $301K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.32KClosed |
$228K - $278K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.39KNew |
$137K - $167K
|
1.39K
$181K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42New |
$4.13K - $5.03K
|
42
$5.45K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-255Closed |
$25.1K - $30.5K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-118Closed |
$11.6K - $14.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Somerville Kurt F
|
SELL
|
- |
-2.2KClosed |
$216K - $263K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.14KClosed |
$112K - $137K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-268Closed |
$26.3K - $32.1K
|
0
$0
|
|