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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
348K+ 9.24% |
$38.4M - $48.3M
|
4.11M
$533M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-110- 5.16% |
$12.1K - $15.3K
|
2.02K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.29K+ 15.79% |
$142K - $179K
|
9.44K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.3K- 0.71% |
$143K - $181K
|
182K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.44K- 59.67% |
$600K - $756K
|
3.68K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-439- 6.36% |
$48.4K - $61K
|
6.47K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
198+ 11.17% |
$21.8K - $27.5K
|
1.97K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
210+ 0.41% |
$23.2K - $29.2K
|
51K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-66.1K- 86.34% |
$7.29M - $9.18M
|
10.5K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$441 - $556
|
3.29K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-138K- 7.43% |
$15.2M - $19.2M
|
1.72M
$223M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.43K+ 17.68% |
$378K - $476K
|
22.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.79K- 7.48% |
$198K - $249K
|
22.2K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.03K- 5.65% |
$445K - $560K
|
67.3K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.31K- 2.99% |
$144K - $182K
|
42.5K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-198- 9.27% |
$21.8K - $27.5K
|
1.94K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 2.44% |
$16.6K - $20.8K
|
6.01K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-14.4K- 52.95% |
$1.59M - $2.01M
|
12.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
84.7K+ 113.86% |
$9.35M - $11.8M
|
159K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-75.9K- 50.0% |
$8.38M - $10.5M
|
75.9K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
358K+ 9.78% |
$39.5M - $49.7M
|
4.01M
$521M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-147- 4.55% |
$16.2K - $20.4K
|
3.08K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-33K- 8.92% |
$3.64M - $4.59M
|
337K
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
77+ 1.04% |
$8.5K - $10.7K
|
7.49K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.65K- 3.76% |
$733K - $923K
|
170K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
275+ 0.84% |
$30.3K - $38.2K
|
33K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.65K+ 25.78% |
$402K - $507K
|
17.8K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-338- 14.43% |
$37.3K - $47K
|
2.01K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.15K+ 23.4% |
$789K - $993K
|
37.7K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-53- 0.61% |
$5.85K - $7.36K
|
8.63K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-50- 9.73% |
$5.52K - $6.95K
|
464
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.4K- 4.29% |
$155K - $195K
|
31.2K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-50.8K- 59.58% |
$5.61M - $7.06M
|
34.5K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.47% |
$110 - $139
|
213
$27.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 34.44% |
$299K - $376K
|
5.16K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
387K+ 5.54% |
$42.7M - $53.8M
|
7.38M
$957M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
78KNew |
$8.61M - $10.8M
|
78K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-205- 4.72% |
$22.6K - $28.5K
|
4.14K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
206+ 2.96% |
$22.7K - $28.6K
|
7.16K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.35K+ 9.74% |
$259K - $326K
|
26.5K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
919+ 3.16% |
$101K - $128K
|
30K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 4.23% |
$11.6K - $14.6K
|
2.59K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 6.73% |
$229K - $288K
|
28.8K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.76K- 36.71% |
$304K - $383K
|
4.75K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.84K- 29.53% |
$865K - $1.09M
|
18.7K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.02K+ 3.52% |
$223K - $280K
|
59.4K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-322- 1.33% |
$35.5K - $44.7K
|
23.9K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 8.11% |
$33.1K - $41.7K
|
4K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 7.02% |
$17.5K - $22.1K
|
2.11K
$273K
|