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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
71.5KNew |
$7.81M - $9.7M
|
71.5K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
57.3KNew |
$6.26M - $7.78M
|
57.3K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
20KNew |
$2.18M - $2.71M
|
20K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
15.7KNew |
$1.71M - $2.13M
|
15.7K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.2K+ 171.19% |
$1.66M - $2.06M
|
24.1K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$1.26M - $1.57M
|
11.5K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$1.12M - $1.39M
|
10.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.37M
|
10.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
8.19KNew |
$894K - $1.11M
|
8.19K
$999K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
6.5KNew |
$710K - $882K
|
6.5K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.3KNew |
$688K - $855K
|
6.3K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.72KNew |
$625K - $777K
|
5.72K
$699K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.16KNew |
$564K - $701K
|
5.16K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$546K - $679K
|
5K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
4.14KNew |
$452K - $561K
|
4.14K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.97KNew |
$433K - $539K
|
3.97K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$354K - $440K
|
3.25K
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.13KNew |
$341K - $424K
|
3.13K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.99KNew |
$326K - $405K
|
2.99K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.7K+ 300.0% |
$295K - $366K
|
3.6K
$439K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.61K+ 18.28% |
$285K - $355K
|
16.9K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.58KNew |
$281K - $349K
|
2.58K
$314K
|
|
|
Feb 02, 2024
Q4 2023
|
Fractal Investments LLC
|
BUY
|
- |
2.5KNew |
$273K - $339K
|
2.5K
$305K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$270K - $335K
|
2.47K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.4K+ 3.15% |
$262K - $325K
|
78.5K
$9.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.25KNew |
$245K - $305K
|
2.25K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$242K - $301K
|
2.22K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.22KNew |
$242K - $301K
|
2.22K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.19K+ 29.67% |
$239K - $297K
|
9.56K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.04KNew |
$223K - $277K
|
2.04K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.65KNew |
$180K - $224K
|
1.65K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.64KNew |
$179K - $223K
|
1.64K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.64KNew |
$179K - $222K
|
1.64K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.62KNew |
$177K - $220K
|
1.62K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$175K - $217K
|
1.6K
$195K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.58KNew |
$172K - $214K
|
1.58K
$193K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57KNew |
$171K - $213K
|
1.57K
$192K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.53K+ 45.62% |
$167K - $207K
|
4.87K
$595K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.51KNew |
$165K - $205K
|
1.51K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.51KNew |
$164K - $204K
|
1.51K
$184K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$183K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.46KNew |
$159K - $198K
|
1.46K
$178K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.31KNew |
$143K - $178K
|
1.31K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.28KNew |
$140K - $173K
|
1.28K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1.1K+ 8.94% |
$120K - $149K
|
13.4K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1KNew |
$109K - $136K
|
1K
$122K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
890New |
$97.2K - $121K
|
890
$109K
|