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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.02KNew |
$298K - $376K
|
4.02K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.62K+ 23.77% |
$268K - $338K
|
18.8K
$2.3M
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.61K+ 125.35% |
$268K - $338K
|
6.49K
$792K
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.79KNew |
$207K - $261K
|
2.79K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$175K - $221K
|
2.36K
$288K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
1.98K+ 63.74% |
$147K - $185K
|
5.08K
$620K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$137K - $172K
|
1.84K
$225K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.4KNew |
$104K - $131K
|
1.4K
$171K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
942New |
$69.9K - $88.1K
|
942
$115K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
680+ 25.23% |
$50.4K - $63.6K
|
3.38K
$412K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
663New |
$49.2K - $62K
|
663
$80.9K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
638+ 5.3% |
$47.3K - $59.7K
|
12.7K
$1.55M
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 4471.43% |
$46.4K - $58.6K
|
640
$78.1K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
615+ 8.23% |
$45.6K - $57.5K
|
8.09K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
411New |
$30.5K - $38.5K
|
411
$50.2K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
380+ 2.19% |
$28.2K - $35.6K
|
17.7K
$2.17M
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$22.2K - $28.1K
|
300
$36.6K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.87% |
$14.3K - $18.1K
|
22.4K
$2.73M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
187+ 1100.0% |
$13.9K - $17.5K
|
204
$24.9K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
110+ 3.26% |
$8.16K - $10.3K
|
3.49K
$426K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
76+ 54.68% |
$5.64K - $7.11K
|
215
$26.2K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
65New |
$4.82K - $6.08K
|
65
$7.93K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.14% |
$4.38K - $5.52K
|
1.02K
$125K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
48New |
$3.56K - $4.49K
|
48
$5.86K
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$445 - $561
|
6
$732
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$297 - $374
|
919
$112K
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.03% |
$74.2 - $93.6
|
34
$4.15K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$74.2 - $93.6
|
164
$20K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.71% |
$74.2 - $93.6
|
142
$17.3K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
501K+ 96.7% |
$40.6M - $55.3M
|
1.02M
$124M
|
|
Aug 15, 2022
Q2 2022
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
110KNew |
$8.91M - $12.1M
|
110K
$13.4M
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
50.3KNew |
$4.07M - $5.54M
|
50.3K
$6.14M
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
32.5KNew |
$2.63M - $3.58M
|
32.5K
$3.97M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
26.3K+ 200.29% |
$2.13M - $2.9M
|
39.4K
$4.81M
|
|
Aug 15, 2022
Q2 2022
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
21KNew |
$1.7M - $2.32M
|
21K
$2.57M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10.2K+ 34.0% |
$826K - $1.12M
|
40.2K
$4.91M
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.36KNew |
$677K - $922K
|
8.36K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.26KNew |
$669K - $911K
|
8.26K
$1.01M
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
7.33K+ 22.56% |
$594K - $808K
|
39.8K
$4.86M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
7.3KNew |
$591K - $805K
|
7.3K
$891K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.82KNew |
$471K - $641K
|
5.82K
$710K
|
|
Aug 02, 2022
Q2 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
4.69KNew |
$380K - $517K
|
4.69K
$573K
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.83KNew |
$310K - $422K
|
3.83K
$468K
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
3.75KNew |
$304K - $413K
|
3.75K
$458K
|
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.48KNew |
$282K - $383K
|
3.48K
$425K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.92KNew |
$237K - $322K
|
2.92K
$357K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$207K - $282K
|
2.56K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.52KNew |
$204K - $277K
|
2.52K
$307K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 5.76% |
$200K - $273K
|
45.4K
$5.54M
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.33K+ 11.46% |
$189K - $257K
|
22.6K
$2.76M
|