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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$169K - $216K
|
1.32K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$160K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$160K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.31KNew |
$167K - $214K
|
1.31K
$160K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.31KNew |
$167K - $213K
|
1.31K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$159K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$166K - $212K
|
1.3K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$158K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$165K - $211K
|
1.29K
$158K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$164K - $210K
|
1.29K
$157K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$164K - $209K
|
1.28K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$156K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.27KNew |
$163K - $208K
|
1.27K
$155K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$154K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.24KNew |
$159K - $203K
|
1.24K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.24KNew |
$158K - $202K
|
1.24K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.23KNew |
$157K - $201K
|
1.23K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.18KNew |
$151K - $193K
|
1.18K
$144K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.17K+ 3.85% |
$150K - $192K
|
31.7K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.02K+ 22.23% |
$131K - $167K
|
5.63K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
1.01KNew |
$129K - $165K
|
1.01K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
897+ 44.65% |
$115K - $147K
|
2.91K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
864+ 84.13% |
$110K - $141K
|
1.89K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
845New |
$108K - $138K
|
845
$103K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
814+ 20.8% |
$104K - $133K
|
4.73K
$577K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
728New |
$92.9K - $119K
|
728
$88.9K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
672+ 6.22% |
$85.8K - $110K
|
11.5K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
638+ 14.2% |
$81.5K - $104K
|
5.13K
$626K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
532New |
$67.9K - $86.9K
|
532
$64.9K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500New |
$63.8K - $81.7K
|
500
$61K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$61K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
450New |
$57.5K - $73.5K
|
450
$54.9K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 24.05% |
$53.6K - $68.6K
|
2.17K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
400+ 25.61% |
$51.1K - $65.3K
|
1.96K
$240K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
360New |
$46K - $58.8K
|
360
$43.9K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
320New |
$40.9K - $52.3K
|
320
$39.1K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
310+ 11.92% |
$39.6K - $50.6K
|
2.91K
$355K
|