Latest Institutional Purchases of Phillips 66 (PSX)

PSX Quotes by TradingView

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 24, 2024 Q3 2024
Wolff Financial Management LLC

BUY
 -
1.82K
New
$227K - $267K
1.82K $258K
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
1.75K
New
$219K - $257K
1.75K $249K
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
1.6K
New
$200K - $235K
1.6K $227K
Oct 31, 2024 Q3 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.57K
New
$196K - $231K
1.57K $223K
Nov 13, 2024 Q3 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
1.53K
New
$191K - $225K
1.53K $218K
Oct 31, 2024 Q3 2024
Hara Capital LLC

Bellevue, WA
BUY
 -
1.01K
New
$126K - $149K
1.01K $144K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
980
New
$123K - $144K
980 $139K
Nov 14, 2024 Q3 2024
Virtus ETF Advisers LLC

New York, NY
BUY
 -
949
+ 17.98%
$119K - $140K
6.23K $886K
Nov 12, 2024 Q3 2024
Estate Counselors, LLC

BUY
 -
910
+ 7.21%
$114K - $134K
13.5K $1.92M
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
838
+ 40.74%
$105K - $123K
2.9K $412K
Nov 13, 2024 Q3 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
492
+ 1.11%
$61.5K - $72.4K
44.8K $6.38M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
397
New
$49.6K - $58.4K
397 $56.5K
Oct 08, 2024 Q3 2024
Hall Laurie J Trustee

BUY
 -
389
New
$48.6K - $57.2K
389 $55.4K
Oct 22, 2024 Q3 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
378
+ 7.17%
$47.3K - $55.6K
5.65K $804K
Nov 14, 2024 Q3 2024
Battery Global Advisors, LLC

Boston, MA
BUY
 -
358
New
$44.8K - $52.7K
358 $51K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
352
New
$44K - $51.8K
352 $50.1K
Nov 14, 2024 Q3 2024
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
304
New
$38K - $44.7K
304 $43.3K
Nov 05, 2024 Q3 2024
Schrum Private Wealth Management LLC

BUY
 -
206
+ 12.55%
$25.8K - $30.3K
1.85K $263K
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
200
New
$25K - $29.4K
200 $28.5K
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
200
New
$25K - $29.4K
200 $28.5K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
170
+ 42.08%
$21.3K - $25K
574 $81.7K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
167
New
$20.9K - $24.6K
167 $23.8K
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
159
+ 265.0%
$19.9K - $23.4K
219 $31.2K
Oct 23, 2024 Q3 2024
Cross Staff Investments Inc

BUY
 -
154
+ 6.97%
$19.3K - $22.7K
2.36K $336K
Nov 12, 2024 Q3 2024
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
130
+ 3.2%
$16.3K - $19.1K
4.19K $596K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
125
New
$15.6K - $18.4K
125 $17.8K
Nov 12, 2024 Q3 2024
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
83
New
$10.4K - $12.2K
83 $11.8K
Oct 24, 2024 Q3 2024
Insight Folios Inc

BUY
 -
65
+ 2.88%
$8.13K - $9.57K
2.33K $331K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
60
+ 3.66%
$7.5K - $8.83K
1.7K $242K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
50
New
$6.25K - $7.36K
50 $7.12K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
36
+ 85.71%
$4.5K - $5.3K
78 $11.1K
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
31
New
$3.88K - $4.56K
31 $4.41K
Oct 22, 2024 Q3 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
23
+ 3.33%
$2.88K - $3.38K
714 $102K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
14
New
$1.75K - $2.06K
14 $1.99K
Oct 23, 2024 Q3 2024
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
12
+ 0.78%
$1.5K - $1.77K
1.55K $221K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
8
+ 0.42%
$1K - $1.18K
1.92K $274K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
5
New
$625 - $736
5 $712
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
2
New
$250 - $294
2 $285
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1
New
$125 - $147
1 $142
Oct 09, 2024 Q3 2024
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Jul 26, 2024 Q2 2024
Gfs Advisors, LLC

BUY
 -
83.3K
New
$11.3M - $14.4M
83.3K $11.9M
Oct 08, 2024 Q2 2024
Payden & Rygel Investment Group

Los Angeles, CA
BUY
 -
38.6K
+ 51.81%
$5.24M - $6.67M
113K $16.1M
Aug 14, 2024 Q2 2024
Concentric Capital Strategies, LP

Stamford, CT
BUY
 PUT
31.8K
New
$4.32M - $5.49M
31.8K $4.53M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11.3K
+ 64.74%
$1.54M - $1.96M
28.9K $4.11M
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
4.47K
+ 2.53%
$608K - $773K
181K $25.8M
Aug 08, 2024 Q2 2024
Trade Link Capital LLC

Chicago, IL
BUY
 -
3.5K
New
$475K - $604K
3.5K $498K
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.34K
+ 73.62%
$454K - $577K
7.88K $1.12M
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
3.26K
New
$443K - $563K
3.26K $464K
Jul 30, 2024 Q2 2024
Focused Wealth Management, Inc

BUY
 CALL
2.2K
New
$299K - $380K
2.2K $313K

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