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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
622+ 3.28% |
$84.5K - $107K
|
19.6K
$2.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 35.42% |
$84K - $107K
|
2.36K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
571+ 25.93% |
$77.6K - $98.6K
|
2.77K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
540+ 7.7% |
$73.4K - $93.3K
|
7.56K
$922K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
520+ 5.59% |
$70.6K - $89.8K
|
9.82K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
505+ 1.06% |
$68.6K - $87.2K
|
48.4K
$5.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
497+ 34.06% |
$67.5K - $85.8K
|
1.96K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
497+ 14.96% |
$67.5K - $85.8K
|
3.82K
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
480+ 91.25% |
$65.2K - $82.9K
|
1.01K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
468+ 3.59% |
$63.6K - $80.8K
|
13.5K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
466+ 14.59% |
$63.3K - $80.5K
|
3.66K
$447K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
450New |
$61.1K - $77.7K
|
450
$54.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
437+ 0.67% |
$59.4K - $75.5K
|
65.4K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
427+ 20.22% |
$58K - $73.7K
|
2.54K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
416+ 4.34% |
$56.5K - $71.8K
|
9.99K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
413+ 7.09% |
$56.1K - $71.3K
|
6.24K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
411+ 1.59% |
$55.8K - $71K
|
26.2K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
404+ 8.25% |
$54.9K - $69.8K
|
5.3K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
400+ 1.37% |
$54.3K - $69.1K
|
29.6K
$3.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
391New |
$53.1K - $67.5K
|
391
$47.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
388+ 10.66% |
$52.7K - $67K
|
4.03K
$492K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
367+ 6.45% |
$49.9K - $63.4K
|
6.06K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
363+ 13.32% |
$49.3K - $62.7K
|
3.09K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
356+ 3.39% |
$48.4K - $61.5K
|
10.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 7.36% |
$48.1K - $61.1K
|
5.17K
$630K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352+ 17.6% |
$47.8K - $60.8K
|
2.35K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
345+ 1.07% |
$46.9K - $59.6K
|
32.5K
$3.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
342+ 5.56% |
$46.5K - $59.1K
|
6.49K
$793K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
333+ 1.99% |
$45.2K - $57.5K
|
17.1K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
327+ 7.41% |
$44.4K - $56.5K
|
4.74K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
327+ 11.17% |
$44.4K - $56.5K
|
3.26K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 10.96% |
$44K - $56K
|
3.28K
$400K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
316+ 13.73% |
$42.9K - $54.6K
|
2.62K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 1.97% |
$41.6K - $52.8K
|
15.9K
$1.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
301+ 3.49% |
$40.9K - $52K
|
8.92K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
283New |
$38.4K - $48.9K
|
283
$34.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
280+ 5.58% |
$38K - $48.4K
|
5.3K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$33.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
274New |
$37.2K - $47.3K
|
274
$33.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
268+ 0.57% |
$36.4K - $46.3K
|
47.6K
$5.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
265+ 2.84% |
$36K - $45.8K
|
9.6K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
263+ 4.6% |
$35.7K - $45.4K
|
5.98K
$729K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
262+ 3.1% |
$35.6K - $45.3K
|
8.72K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
255+ 2.19% |
$34.6K - $44K
|
11.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
251+ 2.68% |
$34.1K - $43.4K
|
9.61K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
244+ 0.84% |
$33.1K - $42.1K
|
29.4K
$3.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$32.9K - $41.8K
|
242
$29.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
242+ 14.54% |
$32.9K - $41.8K
|
1.91K
$233K
|