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 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
2.06K
New
$197K - $256K
2.06K $267K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
2.04K
New
$194K - $253K
2.04K $264K
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

BUY
 -
2K
New
$191K - $249K
2K $259K
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
1.99K
New
$189K - $247K
1.99K $258K
Nov 14, 2023 Q3 2023
American Trust Investment Advisors, LLC

BUY
 -
1.96K
New
$187K - $243K
1.96K $254K
Nov 07, 2023 Q3 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
1.93K
New
$184K - $240K
1.93K $250K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
1.9K
New
$181K - $236K
1.9K $247K
Oct 25, 2023 Q3 2023
Cornerstone Retirement Group, Inc.

BUY
 -
1.9K
New
$181K - $236K
1.9K $246K
Nov 13, 2023 Q3 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
1.88K
New
$179K - $233K
1.88K $244K
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
1.86K
New
$177K - $231K
1.86K $241K
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
1.8K
New
$172K - $224K
1.8K $234K
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
1.8K
New
$171K - $223K
1.8K $233K
Nov 02, 2023 Q3 2023
Hourglass Capital, LLC

BUY
 -
1.77K
New
$169K - $220K
1.77K $230K
Nov 13, 2023 Q3 2023
Winton Group LTD

London, X0
BUY
 -
1.7K
New
$163K - $212K
1.7K $221K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
1.67K
New
$159K - $207K
1.67K $216K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.07K
New
$102K - $133K
1.07K $139K
Nov 13, 2023 Q3 2023
Chiron Investment Management, LLC

New York, NY
BUY
 -
1.03K
New
$97.9K - $128K
1.03K $133K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
956
+ 4.93%
$91.2K - $119K
20.3K $2.64M
Nov 14, 2023 Q3 2023
Ossiam

Paris, I0
BUY
 -
848
New
$80.9K - $105K
848 $110K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
425
New
$40.5K - $52.8K
425 $55.1K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 PUT
400
New
$38.2K - $49.7K
400 $51.9K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
392
+ 6.56%
$37.4K - $48.7K
6.37K $826K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
350
New
$33.4K - $43.5K
350 $45.4K
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
303
+ 1.06%
$28.9K - $37.7K
28.9K $3.75M
Nov 09, 2023 Q3 2023
Jupiter Asset Management LTD

BUY
 -
267
+ 0.23%
$25.5K - $33.2K
117K $15.2M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
184
+ 6.76%
$17.6K - $22.9K
2.9K $377K
Nov 14, 2023 Q3 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
181
+ 43.51%
$17.3K - $22.5K
597 $77.4K
Nov 14, 2023 Q3 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
169
+ 4.65%
$16.1K - $21K
3.8K $493K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
115
New
$11K - $14.3K
115 $14.9K
Nov 09, 2023 Q3 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
100
+ 11.63%
$9.54K - $12.4K
960 $125K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
62
+ 0.13%
$5.91K - $7.71K
47K $6.1M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
50
New
$4.77K - $6.21K
50 $6.48K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
38
New
$3.63K - $4.72K
38 $4.93K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
38
+ 1.62%
$3.63K - $4.72K
2.38K $308K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
36
New
$3.43K - $4.47K
36 $4.67K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
32
New
$3.05K - $3.98K
32 $4.15K
Nov 13, 2023 Q3 2023
Sbb Research Group LLC

BUY
 -
26
+ 0.93%
$2.48K - $3.23K
2.81K $364K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
20
New
$1.91K - $2.49K
20 $2.59K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
16
+ 0.67%
$1.53K - $1.99K
2.41K $312K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
6
New
$572 - $746
6 $778
Q2 2023
Aug 14, 2023 Q2 2023
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl
BUY
 -
775K
New
$70.4M - $82.5M
775K $101M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
150K
New
$13.7M - $16M
150K $19.5M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 CALL
70K
New
$6.36M - $7.45M
70K $9.08M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
26.5K
+ 6.24%
$2.41M - $2.82M
451K $58.5M
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
10.7K
+ 82.84%
$976K - $1.14M
23.7K $3.08M
Aug 14, 2023 Q2 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
9.35K
+ 111.19%
$849K - $996K
17.8K $2.3M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
6.29K
+ 2.56%
$571K - $670K
252K $32.7M
Aug 08, 2023 Q2 2023
Gyroscope Capital Management Group, LLC

BUY
 -
6.14K
+ 6.8%
$557K - $654K
96.4K $12.5M
Aug 08, 2023 Q2 2023
Spx Equities Gestao De Recursos Ltda

Rio De Janeiro, D5
BUY
 -
6.1K
New
$554K - $649K
6.1K $791K

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