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 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$190K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$190K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$191K - $244K
|
1.49K
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$189K - $242K
|
1.48K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.47KNew |
$188K - $240K
|
1.47K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.47K+ 21.14% |
$188K - $240K
|
8.43K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$185K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$184K - $236K
|
1.45K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.43KNew |
$183K - $234K
|
1.43K
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.43KNew |
$182K - $233K
|
1.43K
$181K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.42KNew |
$181K - $232K
|
1.42K
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
1.4KNew |
$179K - $229K
|
1.4K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.39KNew |
$178K - $227K
|
1.39K
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.39KNew |
$177K - $227K
|
1.39K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$177K - $226K
|
1.38K
$175K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37KNew |
$175K - $223K
|
1.37K
$173K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.37KNew |
$174K - $223K
|
1.37K
$173K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$173K - $221K
|
1.35K
$171K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.35KNew |
$172K - $221K
|
1.35K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35KNew |
$172K - $220K
|
1.35K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.34KNew |
$170K - $218K
|
1.34K
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.33KNew |
$170K - $218K
|
1.33K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$170K - $217K
|
1.33K
$169K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.33KNew |
$169K - $217K
|
1.33K
$168K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$169K - $216K
|
1.32K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$166K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.31KNew |
$167K - $214K
|
1.31K
$166K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.31KNew |
$167K - $213K
|
1.31K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$165K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$166K - $212K
|
1.3K
$165K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$165K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$164K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$165K - $211K
|
1.29K
$164K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$164K - $210K
|
1.29K
$163K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$164K - $209K
|
1.28K
$162K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$162K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$162K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.27KNew |
$163K - $208K
|
1.27K
$161K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$161K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$160K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$160K
|