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
|
Assenagon Asset Management S.A.
|
BUY
|
- |
310K+ 73.16% |
$38.7M - $45.6M
|
733K
$89.4M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
63.3K+ 6.75% |
$7.92M - $9.32M
|
1M
$122M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
62K+ 135.98% |
$7.74M - $9.12M
|
108K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
60.4K+ 263.29% |
$7.54M - $8.88M
|
83.3K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.9K+ 304.9% |
$5.99M - $7.05M
|
63.6K
$7.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.4K+ 99.11% |
$5.42M - $6.38M
|
87.1K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.8K+ 22.53% |
$2.73M - $3.21M
|
119K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.8K+ 171.32% |
$2.48M - $2.92M
|
31.4K
$3.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
14.4K+ 15.9% |
$1.8M - $2.12M
|
105K
$12.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
14.4K+ 1075.71% |
$1.79M - $2.11M
|
15.7K
$1.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
13K+ 59.09% |
$1.63M - $1.91M
|
35K
$4.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 2.27% |
$1.42M - $1.68M
|
513K
$62.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.65KNew |
$1.21M - $1.42M
|
9.65K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.41K+ 8.27% |
$1.18M - $1.39M
|
123K
$15M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.24KNew |
$1.03M - $1.21M
|
8.24K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 40.18% |
$1.01M - $1.19M
|
28.3K
$3.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.1K+ 24.99% |
$1.01M - $1.19M
|
40.5K
$4.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.76KNew |
$970K - $1.14M
|
7.76K
$948K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
7.36KNew |
$920K - $1.08M
|
7.36K
$898K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.67KNew |
$709K - $834K
|
5.67K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.66K+ 63.72% |
$708K - $833K
|
14.6K
$1.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.6K+ 22.91% |
$701K - $825K
|
30.1K
$3.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.35K+ 22.99% |
$669K - $787K
|
28.6K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
5.12KNew |
$641K - $754K
|
5.12K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
5.11KNew |
$639K - $752K
|
5.11K
$624K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.07K+ 2.09% |
$634K - $746K
|
248K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.48K+ 16.9% |
$561K - $660K
|
31K
$3.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.48K+ 5.54% |
$560K - $659K
|
85.3K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$538K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 12.23% |
$480K - $565K
|
35.2K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.81K+ 15.0% |
$476K - $561K
|
29.2K
$3.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.78K+ 2.9% |
$472K - $556K
|
134K
$16.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.68K+ 36.45% |
$460K - $541K
|
13.8K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.46K+ 4.21% |
$433K - $510K
|
85.7K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
3.45KNew |
$431K - $507K
|
3.45K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.29K+ 171.43% |
$411K - $484K
|
5.21K
$635K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.21K+ 85.17% |
$401K - $472K
|
6.97K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.2K+ 1066.67% |
$400K - $471K
|
3.5K
$427K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.11K+ 51.07% |
$389K - $458K
|
9.21K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.09K+ 1.58% |
$387K - $455K
|
199K
$24.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.81K+ 5.92% |
$351K - $414K
|
50.3K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.65KNew |
$331K - $390K
|
2.65K
$323K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.59K+ 101.05% |
$324K - $381K
|
5.15K
$629K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.53K+ 2.71% |
$316K - $372K
|
96K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.45K+ 18.35% |
$306K - $360K
|
15.8K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$268K - $315K
|
2.14K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 13.54% |
$265K - $312K
|
17.8K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.06K+ 20.46% |
$258K - $304K
|
12.1K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.05K+ 26.26% |
$256K - $301K
|
9.85K
$1.2M
|