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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 6.47% |
$37.5K - $44.2K
|
4.94K
$596K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
291+ 5.02% |
$36.4K - $42.8K
|
6.09K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
275+ 10.19% |
$34.4K - $40.5K
|
2.97K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
267+ 1.75% |
$33.4K - $39.3K
|
15.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
265+ 2.37% |
$33.1K - $39K
|
11.5K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
265+ 1.85% |
$33.1K - $39K
|
14.6K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
263+ 75.36% |
$32.9K - $38.7K
|
612
$73.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
254+ 12.16% |
$31.8K - $37.4K
|
2.34K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
241+ 5.92% |
$30.1K - $35.5K
|
4.31K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 2.4% |
$30K - $35.3K
|
10.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
233+ 8.77% |
$29.1K - $34.3K
|
2.89K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.71% |
$29K - $34.1K
|
13.8K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
229+ 15.27% |
$28.6K - $33.7K
|
1.73K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 0.6% |
$28K - $33K
|
37.6K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
220+ 15.47% |
$27.5K - $32.4K
|
1.64K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
212+ 6.18% |
$26.5K - $31.2K
|
3.64K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
206+ 12.55% |
$25.8K - $30.3K
|
1.85K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
202+ 8.34% |
$25.3K - $29.7K
|
2.62K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$25K - $29.4K
|
200
$24.2K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$25K - $29.4K
|
200
$24.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
198+ 0.54% |
$24.8K - $29.1K
|
37.2K
$4.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
193+ 3.23% |
$24.1K - $28.4K
|
6.17K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
191+ 1.71% |
$23.9K - $28.1K
|
11.4K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 8.16% |
$23.4K - $27.5K
|
2.48K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
180+ 5.61% |
$22.5K - $26.5K
|
3.39K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
171+ 7.8% |
$21.4K - $25.2K
|
2.36K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 42.08% |
$21.3K - $25K
|
574
$69.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
167New |
$20.9K - $24.6K
|
167
$20.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
166+ 1.62% |
$20.8K - $24.4K
|
10.4K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
164+ 2.49% |
$20.5K - $24.1K
|
6.75K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
161+ 2.46% |
$20.1K - $23.7K
|
6.71K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
159+ 41.19% |
$19.9K - $23.4K
|
545
$65.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
159+ 265.0% |
$19.9K - $23.4K
|
219
$26.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
154+ 6.97% |
$19.3K - $22.7K
|
2.36K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
153+ 4.02% |
$19.1K - $22.5K
|
3.96K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
152+ 6.06% |
$19K - $22.4K
|
2.66K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149+ 0.02% |
$18.6K - $21.9K
|
810K
$97.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 0.07% |
$18.4K - $21.6K
|
219K
$26.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 2.39% |
$18.1K - $21.3K
|
6.2K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
145+ 10.18% |
$18.1K - $21.3K
|
1.57K
$190K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 11.33% |
$17.6K - $20.8K
|
1.39K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 3.2% |
$16.3K - $19.1K
|
4.19K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
126+ 7.84% |
$15.8K - $18.5K
|
1.73K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
126+ 7.13% |
$15.8K - $18.5K
|
1.89K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
125New |
$15.6K - $18.4K
|
125
$15.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
124+ 1.96% |
$15.5K - $18.2K
|
6.45K
$779K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
124+ 0.77% |
$15.5K - $18.2K
|
16.3K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
122+ 2.35% |
$15.3K - $18K
|
5.31K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118New |
$14.8K - $17.4K
|
118
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111+ 3.25% |
$13.9K - $16.3K
|
3.53K
$426K
|