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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-271- 0.2% |
$29.9K - $37.7K
|
136K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$110 - $139
|
11.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.05K+ 2905.56% |
$115K - $145K
|
1.08K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7.6K- 73.52% |
$838K - $1.06M
|
2.74K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
649+ 21.53% |
$71.6K - $90.2K
|
3.66K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-905- 8.67% |
$99.9K - $126K
|
9.54K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.19KNew |
$242K - $305K
|
2.19K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.56KNew |
$282K - $356K
|
2.56K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.4KNew |
$596K - $750K
|
5.4K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
442K+ 10390.03% |
$48.8M - $61.4M
|
446K
$57.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
472+ 0.43% |
$52.1K - $65.6K
|
109K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
370+ 4.13% |
$40.8K - $51.4K
|
9.33K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-436- 0.17% |
$48.1K - $60.6K
|
255K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$306K - $385K
|
2.77K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.33K- 6.33% |
$588K - $741K
|
78.9K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.33K+ 29.72% |
$147K - $185K
|
5.81K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
68K+ 141.82% |
$7.5M - $9.45M
|
116K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
8.8K+ 29.04% |
$971K - $1.22M
|
39.1K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.53K- 59.07% |
$611K - $769K
|
3.84K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.2K+ 8.0% |
$243K - $306K
|
29.7K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
200+ 6.92% |
$22.1K - $27.8K
|
3.09K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
27.5K+ 22.21% |
$3.03M - $3.82M
|
151K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
224+ 28.61% |
$24.7K - $31.1K
|
1.01K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-180K- 87.19% |
$19.8M - $25M
|
26.4K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-106- 3.87% |
$11.7K - $14.7K
|
2.63K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-145- 0.99% |
$16K - $20.1K
|
14.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-211- 0.38% |
$23.3K - $29.3K
|
55.3K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-80- 45.45% |
$8.83K - $11.1K
|
96
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 3.64% |
$145K - $182K
|
34.8K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-550K- 48.0% |
$60.7M - $76.4M
|
596K
$77.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
88.5K+ 32.52% |
$9.77M - $12.3M
|
361K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 5.5% |
$58.2K - $73.2K
|
10.1K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 0.68% |
$169K - $212K
|
226K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
78.2KNew |
$8.63M - $10.9M
|
78.2K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9K+ 145.23% |
$1.31M - $1.65M
|
20K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 36.37% |
$111K - $140K
|
1.76K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-48.2K- 33.93% |
$5.32M - $6.7M
|
93.8K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.4K+ 5.25% |
$5.23M - $6.58M
|
950K
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 3.47% |
$16.8K - $21.1K
|
4.23K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.5K- 5.48% |
$2.37M - $2.99M
|
371K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.03K+ 0.98% |
$113K - $142K
|
106K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
26.3K+ 40.28% |
$2.9M - $3.66M
|
91.7K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.72% |
$128K - $161K
|
66.3K
$8.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-94.4K- 46.05% |
$10.4M - $13.1M
|
111K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-146K- 41.66% |
$16.1M - $20.3M
|
205K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7- 1.14% |
$772 - $973
|
605
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-504- 3.95% |
$55.6K - $70K
|
12.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8- 0.38% |
$883 - $1.11K
|
2.09K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14+ 0.51% |
$1.54K - $1.95K
|
2.78K
$360K
|