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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.91K+ 9.56% |
$179K - $213K
|
21.9K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
997New |
$93.3K - $111K
|
997
$129K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
596+ 59.07% |
$55.7K - $66.4K
|
1.61K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
573New |
$53.6K - $63.9K
|
573
$74.3K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
462New |
$43.2K - $51.5K
|
462
$59.9K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
342+ 12.81% |
$32K - $38.1K
|
3.01K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
312+ 114.71% |
$29.2K - $34.8K
|
584
$75.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
225+ 8.04% |
$21K - $25.1K
|
3.02K
$392K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
$18.7K - $22.3K
|
200
$25.9K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
103+ 4.04% |
$9.63K - $11.5K
|
2.65K
$344K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
99New |
$9.26K - $11K
|
99
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
74+ 1.01% |
$6.92K - $8.25K
|
7.37K
$956K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66New |
$6.17K - $7.36K
|
66
$8.56K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
59+ 2.44% |
$5.52K - $6.58K
|
2.48K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.63K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.63K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
25New |
$2.34K - $2.79K
|
25
$3.24K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
22+ 1.09% |
$2.06K - $2.45K
|
2.04K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1900.0% |
$1.78K - $2.12K
|
20
$2.59K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.18% |
$1.5K - $1.78K
|
8.73K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$655 - $780
|
7
$908
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.57MNew |
$387M - $514M
|
4.57M
$593M
|
|
|
Feb 14, 2023
Q4 2022
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
365K+ 161.29% |
$30.9M - $41M
|
592K
$76.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
92.4KNew |
$7.82M - $10.4M
|
92.4K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
35KNew |
$2.96M - $3.93M
|
35K
$4.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
21.6K+ 11.1% |
$1.83M - $2.42M
|
216K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
17KNew |
$1.44M - $1.91M
|
17K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
15.6KNew |
$1.32M - $1.75M
|
15.6K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
10.8KNew |
$913K - $1.21M
|
10.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
8.71K+ 3.48% |
$737K - $978K
|
259K
$33.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.6KNew |
$643K - $854K
|
7.6K
$986K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
7.23KNew |
$612K - $812K
|
7.23K
$938K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.1K+ 38.39% |
$600K - $797K
|
25.6K
$3.32M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.85KNew |
$494K - $657K
|
5.85K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.1KNew |
$262K - $348K
|
3.1K
$402K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.63K+ 37.36% |
$223K - $296K
|
9.68K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.43KNew |
$206K - $273K
|
2.43K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.4KNew |
$203K - $270K
|
2.4K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.12KNew |
$179K - $238K
|
2.12K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.09KNew |
$177K - $235K
|
2.09K
$271K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$132K - $175K
|
1.56K
$202K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.16KNew |
$98.2K - $130K
|
1.16K
$151K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$89.9K - $119K
|
1.06K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
767+ 123.11% |
$64.9K - $86.1K
|
1.39K
$180K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
574New |
$48.5K - $64.5K
|
574
$74.4K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
533New |
$45.1K - $59.9K
|
533
$69.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 5.94% |
$45K - $59.7K
|
9.5K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
468New |
$39.6K - $52.6K
|
468
$60.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
425+ 91.4% |
$35.9K - $47.7K
|
890
$115K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
400New |
$33.8K - $44.9K
|
400
$51.9K
|
|