Latest Institutional Purchases of Phillips 66 (PSX)
This list provides information on the latest institutional transactions involving Phillips 66 (PSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.78% |
$1.5K - $1.77K
|
1.55K
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 4.15% |
$1.38K - $1.62K
|
276
$34.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.49% |
$1.25K - $1.47K
|
2.03K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.13K - $1.32K
|
9
$1.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.42% |
$1K - $1.18K
|
1.92K
$240K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 0.36% |
$750 - $883
|
1.67K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
5New |
$625 - $736
|
5
$625
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4+ 0.24% |
$500 - $589
|
1.7K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$250
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$125 - $147
|
132
$16.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$125 - $147
|
1.87K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$125 - $147
|
271
$33.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$125 - $147
|
1.26K
$158K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$125 - $147
|
1
$125
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
913K+ 12.12% |
$124M - $158M
|
8.45M
$1.06B
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.5KNew |
$5.64M - $7.17M
|
41.5K
$5.19M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
38.6K+ 51.81% |
$5.24M - $6.67M
|
113K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
34.4KNew |
$4.67M - $5.94M
|
34.4K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
31.8KNew |
$4.32M - $5.49M
|
31.8K
$3.97M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
15KNew |
$2.04M - $2.6M
|
15K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3K+ 64.74% |
$1.54M - $1.96M
|
28.9K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.09K+ 97.61% |
$1.1M - $1.4M
|
16.4K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
7.26K+ 15.4% |
$987K - $1.25M
|
54.4K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.6KNew |
$624K - $794K
|
4.6K
$574K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$22.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$514K - $654K
|
3.79K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$475K - $604K
|
3.5K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.34K+ 73.62% |
$454K - $577K
|
7.88K
$985K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.26KNew |
$443K - $563K
|
3.26K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.03KNew |
$411K - $523K
|
3.03K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.39KNew |
$325K - $413K
|
2.39K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$299K - $380K
|
2.2K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2.2KNew |
$299K - $380K
|
2.2K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.16KNew |
$293K - $373K
|
2.16K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$215K - $273K
|
1.58K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$213K - $271K
|
1.57K
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.51KNew |
$205K - $260K
|
1.51K
$188K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.5K+ 337.08% |
$204K - $259K
|
1.95K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.4K+ 74.19% |
$190K - $242K
|
3.29K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.4KNew |
$190K - $241K
|
1.4K
$174K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$985K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$327K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
625New |
$84.9K - $108K
|
625
$78.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 35.42% |
$84K - $107K
|
2.36K
$295K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
450New |
$61.1K - $77.7K
|
450
$56.2K
|
|