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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
95+ 1.0% |
$12.9K - $16.4K
|
9.57K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
93+ 1.82% |
$12.6K - $16.1K
|
5.2K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
91+ 0.78% |
$12.4K - $15.7K
|
11.8K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91+ 5.6% |
$12.4K - $15.7K
|
1.72K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
90New |
$12.2K - $15.5K
|
90
$11K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 0.9% |
$11.5K - $14.7K
|
9.52K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 0.21% |
$11.3K - $14.3K
|
39.7K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
82+ 5.26% |
$11.1K - $14.2K
|
1.64K
$200K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
76+ 4.83% |
$10.3K - $13.1K
|
1.65K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
76+ 4.59% |
$10.3K - $13.1K
|
1.73K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
71New |
$9.65K - $12.3K
|
71
$8.67K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 6.11% |
$9.1K - $11.6K
|
1.16K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$9.1K - $11.6K
|
67
$8.18K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
67+ 2.68% |
$9.1K - $11.6K
|
2.57K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
66+ 2.37% |
$8.97K - $11.4K
|
2.85K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 4.05% |
$8.97K - $11.4K
|
1.7K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$7.93K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
62+ 1.55% |
$8.42K - $10.7K
|
4.06K
$495K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 2.66% |
$8.15K - $10.4K
|
2.31K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 4.12% |
$8.15K - $10.4K
|
1.52K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$8.15K - $10.4K
|
60
$7.32K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
60+ 0.83% |
$8.15K - $10.4K
|
7.26K
$886K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
60+ 0.92% |
$8.15K - $10.4K
|
6.58K
$804K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
59+ 3.4% |
$8.02K - $10.2K
|
1.79K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.13% |
$7.88K - $10K
|
5.21K
$636K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
58+ 1.49% |
$7.88K - $10K
|
3.95K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
56+ 0.44% |
$7.61K - $9.67K
|
12.9K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 18.36% |
$7.61K - $9.67K
|
361
$44.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.2K - $9.15K
|
53
$6.47K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 71.43% |
$6.79K - $8.64K
|
120
$14.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 1.29% |
$6.79K - $8.64K
|
3.91K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.68% |
$6.79K - $8.64K
|
3.03K
$370K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
50+ 1.1% |
$6.79K - $8.64K
|
4.58K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
48+ 2.74% |
$6.52K - $8.29K
|
1.8K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
45+ 1.2% |
$6.11K - $7.77K
|
3.8K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
42+ 0.63% |
$5.71K - $7.25K
|
6.74K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
41+ 1.74% |
$5.57K - $7.08K
|
2.4K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39+ 0.97% |
$5.3K - $6.74K
|
4.07K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 1.45% |
$4.75K - $6.04K
|
2.44K
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35+ 1.08% |
$4.75K - $6.04K
|
3.27K
$400K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
35+ 1.49% |
$4.75K - $6.04K
|
2.39K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34+ 4.7% |
$4.62K - $5.87K
|
757
$92.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
33+ 0.8% |
$4.48K - $5.7K
|
4.14K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
32+ 0.43% |
$4.35K - $5.53K
|
7.49K
$914K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$4.21K - $5.35K
|
31
$3.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
30+ 0.89% |
$4.08K - $5.18K
|
3.4K
$415K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.66K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30+ 2.81% |
$4.08K - $5.18K
|
1.1K
$134K
|