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 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
226+ 0.75% |
$30.7K - $39K
|
30.6K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
220+ 5.05% |
$29.9K - $38K
|
4.58K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
219+ 6.88% |
$29.8K - $37.8K
|
3.4K
$415K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
217New |
$29.5K - $37.5K
|
217
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
213+ 1.15% |
$28.9K - $36.8K
|
18.7K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
212+ 0.99% |
$28.8K - $36.6K
|
21.7K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
198+ 8.26% |
$26.9K - $34.2K
|
2.6K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
197+ 0.74% |
$26.8K - $34K
|
26.8K
$3.27M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
196New |
$26.6K - $33.9K
|
196
$23.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
196+ 13.54% |
$26.6K - $33.9K
|
1.64K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
195+ 1.27% |
$26.5K - $33.7K
|
15.6K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194+ 2.01% |
$26.4K - $33.5K
|
9.87K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 11.1% |
$26.2K - $33.3K
|
1.93K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
192New |
$26.1K - $33.2K
|
192
$23.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
186+ 96.37% |
$25.3K - $32.1K
|
379
$46.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
184+ 12.95% |
$25K - $31.8K
|
1.61K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
179+ 4.15% |
$24.3K - $30.9K
|
4.5K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
179+ 9.75% |
$24.3K - $30.9K
|
2.01K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
172+ 2.32% |
$23.4K - $29.7K
|
7.6K
$927K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
170+ 2.04% |
$23.1K - $29.4K
|
8.52K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
153+ 9.47% |
$20.8K - $26.4K
|
1.77K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$20.4K - $25.9K
|
150
$18.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
148+ 0.77% |
$20.1K - $25.6K
|
19.4K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 2.62% |
$19.6K - $24.9K
|
5.63K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
142New |
$19.3K - $24.5K
|
142
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
138+ 1.25% |
$18.7K - $23.8K
|
11.2K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
132+ 1.9% |
$17.9K - $22.8K
|
7.09K
$865K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
131New |
$17.8K - $22.6K
|
131
$16K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
126+ 1.11% |
$17.1K - $21.8K
|
11.5K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
125+ 4.13% |
$17K - $21.6K
|
3.15K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 3.83% |
$17K - $21.6K
|
3.39K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
124New |
$16.8K - $21.4K
|
124
$15.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
120+ 1.29% |
$16.3K - $20.7K
|
9.43K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
119+ 1.14% |
$16.2K - $20.6K
|
10.6K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
118+ 3.55% |
$16K - $20.4K
|
3.44K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
115+ 22.03% |
$15.6K - $19.9K
|
637
$77.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
111+ 0.26% |
$15.1K - $19.2K
|
43.1K
$5.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
107+ 1.53% |
$14.5K - $18.5K
|
7.11K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
107+ 3.01% |
$14.5K - $18.5K
|
3.66K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
105+ 0.62% |
$14.3K - $18.1K
|
17.2K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
104New |
$14.1K - $18K
|
104
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
102+ 0.52% |
$13.9K - $17.6K
|
19.9K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
101+ 0.82% |
$13.7K - $17.4K
|
12.5K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$13.6K - $17.3K
|
100
$12.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 0.99% |
$13.6K - $17.3K
|
10.2K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 0.46% |
$13K - $16.6K
|
21.2K
$2.59M
|