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 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.67KNew |
$709K - $834K
|
5.67K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.38K+ 25.38% |
$672K - $791K
|
26.6K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.35KNew |
$668K - $787K
|
5.35K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.26K+ 8.68% |
$657K - $773K
|
65.8K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5.1KNew |
$638K - $751K
|
5.1K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$627K - $738K
|
5.02K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$612K - $720K
|
4.9K
$604K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.85KNew |
$607K - $714K
|
4.85K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$588K - $692K
|
4.7K
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.5K+ 47.36% |
$563K - $662K
|
14K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.06K+ 25.69% |
$508K - $598K
|
19.9K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.89K+ 4.76% |
$486K - $572K
|
85.6K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 32.46% |
$483K - $569K
|
15.8K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 12.23% |
$480K - $565K
|
35.2K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.79KNew |
$474K - $558K
|
3.79K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.75KNew |
$469K - $552K
|
3.75K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.72KNew |
$465K - $547K
|
3.72K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.6KNew |
$449K - $529K
|
3.6K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.52K+ 22.16% |
$440K - $517K
|
19.4K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.45K+ 1.37% |
$431K - $508K
|
256K
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.45K+ 15.57% |
$431K - $508K
|
25.6K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 109.58% |
$416K - $490K
|
6.36K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.26K+ 39.85% |
$408K - $480K
|
11.4K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.25KNew |
$407K - $479K
|
3.25K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 324800.0% |
$406K - $478K
|
3.25K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.25K+ 12.1% |
$406K - $478K
|
30.1K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.2K+ 1066.67% |
$400K - $471K
|
3.5K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.2KNew |
$400K - $470K
|
3.2K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.16KNew |
$395K - $465K
|
3.16K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.13K+ 43.26% |
$391K - $461K
|
10.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.1KNew |
$387K - $456K
|
3.1K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.09K+ 1.58% |
$387K - $455K
|
199K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.04KNew |
$380K - $448K
|
3.04K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.03K+ 113.36% |
$379K - $446K
|
5.7K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.91K+ 9.73% |
$363K - $428K
|
32.7K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.83KNew |
$353K - $416K
|
2.83K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.82KNew |
$353K - $415K
|
2.82K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74KNew |
$343K - $403K
|
2.74K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$341K - $401K
|
2.73K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$337K - $396K
|
2.69K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.65KNew |
$331K - $390K
|
2.65K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.61K+ 6.92% |
$326K - $384K
|
40.3K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
2.6K+ 10.57% |
$325K - $383K
|
27.2K
$3.35M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.59K+ 101.05% |
$324K - $381K
|
5.15K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.55KNew |
$319K - $376K
|
2.55K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.55K+ 65.11% |
$318K - $375K
|
6.46K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.5K+ 81.16% |
$312K - $368K
|
5.58K
$688K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.45K+ 0.37% |
$306K - $360K
|
666K
$82.2M
|