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 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$151K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.24KNew |
$158K - $202K
|
1.24K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.23KNew |
$157K - $201K
|
1.23K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.02K+ 22.23% |
$131K - $167K
|
5.63K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
1.01KNew |
$129K - $165K
|
1.01K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
897+ 44.65% |
$115K - $147K
|
2.91K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
864+ 84.13% |
$110K - $141K
|
1.89K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
814+ 20.8% |
$104K - $133K
|
4.73K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
728New |
$92.9K - $119K
|
728
$88K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
672+ 6.22% |
$85.8K - $110K
|
11.5K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
638+ 14.2% |
$81.5K - $104K
|
5.13K
$620K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
532New |
$67.9K - $86.9K
|
532
$64.3K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500New |
$63.8K - $81.7K
|
500
$60.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$60.4K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
450New |
$57.5K - $73.5K
|
450
$54.4K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 24.05% |
$53.6K - $68.6K
|
2.17K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
400+ 25.61% |
$51.1K - $65.3K
|
1.96K
$237K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
360New |
$46K - $58.8K
|
360
$43.5K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
320New |
$40.9K - $52.3K
|
320
$38.7K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
300New |
$38.3K - $49K
|
300
$36.2K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
280+ 10.68% |
$35.7K - $45.7K
|
2.9K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258+ 71.07% |
$32.9K - $42.1K
|
621
$75K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
225New |
$28.7K - $36.8K
|
225
$27.2K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
208+ 6.44% |
$26.6K - $34K
|
3.44K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
174+ 2.57% |
$22.2K - $28.4K
|
6.95K
$840K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
174New |
$22.2K - $28.4K
|
174
$21K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129+ 1.44% |
$16.5K - $21.1K
|
9.08K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
127New |
$16.2K - $20.7K
|
127
$15.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 5.27% |
$16K - $20.4K
|
2.5K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 3.68% |
$14.8K - $18.9K
|
3.27K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
115New |
$14.7K - $18.8K
|
115
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
100+ 6.25% |
$12.8K - $16.3K
|
1.7K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$12.8K - $16.3K
|
100
$12.1K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 102.13% |
$12.3K - $15.7K
|
190
$23K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
89New |
$11.4K - $14.5K
|
89
$10.8K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
84New |
$10.7K - $13.7K
|
84
$10.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
81+ 4.64% |
$10.3K - $13.2K
|
1.83K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 4.19% |
$9.7K - $12.4K
|
1.89K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
61New |
$7.79K - $9.96K
|
61
$7.37K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 3.82% |
$7.53K - $9.64K
|
1.6K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
50+ 1.25% |
$6.38K - $8.17K
|
4.05K
$489K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 714.29% |
$6.38K - $8.17K
|
57
$6.89K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 1.34% |
$3.19K - $4.08K
|
1.89K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
24+ 0.16% |
$3.06K - $3.92K
|
14.8K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19+ 2.8% |
$2.43K - $3.1K
|
697
$84.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.31K
|
4.12K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 42.86% |
$766 - $980
|
20
$2.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$255 - $327
|
1.9K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $163
|
5.81K
$702K
|