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 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.3KNew |
$997K - $1.23M
|
13.3K
$1.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18Closed |
$1.35K - $1.67K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-367KClosed |
$27.5M - $34M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-508Closed |
$38.1K - $47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.62KClosed |
$271K - $335K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
CALL |
-1MClosed |
$75M - $92.6M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-84Closed |
$6.3K - $7.78K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-3.15KClosed |
$236K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-133KClosed |
$9.99M - $12.3M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$101K - $125K
|
1.35K
$193K
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-50Closed |
$3.75K - $4.63K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-253Closed |
$19K - $23.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-110KClosed |
$8.26M - $10.2M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.24KClosed |
$617K - $762K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-7Closed |
$525 - $648
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-250Closed |
$18.7K - $23.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.38KClosed |
$403K - $498K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.51KClosed |
$263K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-25Closed |
$1.87K - $2.31K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
38.1KNew |
$2.86M - $3.53M
|
38.1K
$5.43M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-361Closed |
$27.1K - $33.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-819Closed |
$61.4K - $75.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-3.8KClosed |
$285K - $352K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-4.1KClosed |
$307K - $380K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.33KClosed |
$174K - $215K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.93KClosed |
$197K - $260K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-937Closed |
$63.1K - $83.1K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-468Closed |
$31.5K - $41.5K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-937Closed |
$63.1K - $83.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-400Closed |
$27K - $35.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-60KClosed |
$4.04M - $5.32M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-48KClosed |
$3.24M - $4.26M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-200Closed |
$13.5K - $17.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-222Closed |
$15K - $19.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-60.3KClosed |
$4.06M - $5.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-14.4KClosed |
$972K - $1.28M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-233Closed |
$15.7K - $20.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-23.2KClosed |
$1.56M - $2.06M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-275KClosed |
$18.5M - $24.4M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
150New |
$10.1K - $13.3K
|
150
$21.3K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-135Closed |
$9.1K - $12K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-689Closed |
$46.4K - $61.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.53KClosed |
$306K - $402K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
767New |
$51.7K - $68K
|
767
$109K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-544Closed |
$36.7K - $48.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-4Closed |
$270 - $355
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-3.61KClosed |
$243K - $320K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-13Closed |
$876 - $1.15K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-790Closed |
$53.2K - $70K
|
0
$0
|
|