Latest Institutional Purchases of Phillips 66 (PSX)

PSX Quotes by TradingView

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
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
150
New
$13.6K - $16K
150 $18K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
138
New
$12.5K - $14.7K
138 $16.6K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
101
+ 10.11%
$9.17K - $10.8K
1.1K $132K
Jul 25, 2023 Q2 2023
Canal Insurance CO

BUY
 CALL
100
New
$9.08K - $10.6K
100 $12K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
80
+ 9.94%
$7.26K - $8.52K
885 $106K
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

BUY
 -
50
+ 9.43%
$4.54K - $5.32K
580 $69.8K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
28
New
$2.54K - $2.98K
28 $3.37K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
10
New
$908 - $1.06K
10 $1.2K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
7
+ 3.26%
$636 - $745
222 $26.7K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
2
+ 0.48%
$182 - $213
415 $49.9K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 0.28%
$90.8 - $106
355 $42.7K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 1.41%
$90.8 - $106
72 $8.66K
Q1 2023
May 15, 2023 Q1 2023
Cinctive Capital Management LP

New York, NY
BUY
 -
158K
New
$14.7M - $17.6M
158K $19M
May 11, 2023 Q1 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
64.5K
New
$6.03M - $7.19M
64.5K $7.76M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
55.9K
New
$5.23M - $6.24M
55.9K $6.73M
May 15, 2023 Q1 2023
Blue Rock Advisors, LLC

Wayzata, MN
BUY
 -
27.9K
New
$2.61M - $3.11M
27.9K $3.36M
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
26.6K
New
$2.49M - $2.97M
26.6K $3.2M
May 11, 2023 Q1 2023
K2 Principal Fund, L.P.

Toronto, A6
BUY
 PUT
25K
New
$2.34M - $2.79M
25K $3.01M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
20K
New
$1.87M - $2.23M
20K $2.4M
May 12, 2023 Q1 2023
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
17K
New
$1.59M - $1.9M
17K $2.05M
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
6.5K
New
$608K - $724K
6.5K $781K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
5.9K
+ 286.22%
$552K - $658K
7.96K $958K
May 12, 2023 Q1 2023
Deuterium Capital Management, LLC

BUY
 -
5.26K
+ 150.67%
$492K - $586K
8.75K $1.05M
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
4.04K
New
$378K - $450K
4.04K $486K
May 15, 2023 Q1 2023
Bornite Capital Management LP

BUY
 -
4K
New
$374K - $446K
4K $481K
May 15, 2023 Q1 2023
Nebula Research & Development LLC

New York, NY
BUY
 -
3.17K
New
$296K - $353K
3.17K $381K
May 15, 2023 Q1 2023
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
3.16K
New
$295K - $352K
3.16K $380K
Apr 13, 2023 Q1 2023
Joule Financial, LLC

BUY
 -
3.11K
New
$291K - $347K
3.11K $374K
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
2.11K
New
$197K - $235K
2.11K $253K
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
1.99K
New
$186K - $222K
1.99K $240K
May 01, 2023 Q1 2023
Centric Wealth Management

BUY
 -
1.91K
+ 9.56%
$179K - $213K
21.9K $2.64M
May 10, 2023 Q1 2023
Garda Capital Partners LP

Wayzata, MN
BUY
 -
997
New
$93.3K - $111K
997 $120K
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
596
+ 59.07%
$55.7K - $66.4K
1.61K $193K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
573
New
$53.6K - $63.9K
573 $68.9K
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
481
+ 0.37%
$45K - $53.6K
132K $15.9M
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
462
New
$43.2K - $51.5K
462 $55.6K
May 02, 2023 Q1 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
342
+ 12.81%
$32K - $38.1K
3.01K $362K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
312
+ 114.71%
$29.2K - $34.8K
584 $70.3K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
225
+ 8.04%
$21K - $25.1K
3.02K $364K
Apr 20, 2023 Q1 2023
Antonetti Capital Management LLC

BUY
 -
200
New
$18.7K - $22.3K
200 $24.1K
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
103
+ 4.04%
$9.63K - $11.5K
2.65K $319K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
99
New
$9.26K - $11K
99 $11.9K
May 15, 2023 Q1 2023
Thomas White International LTD

Chicago, IL
BUY
 -
74
+ 1.01%
$6.92K - $8.25K
7.37K $887K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
66
New
$6.17K - $7.36K
66 $7.94K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
59
+ 2.44%
$5.52K - $6.58K
2.48K $298K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
28
New
$2.62K - $3.12K
28 $3.37K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
28
New
$2.62K - $3.12K
28 $3.37K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
25
New
$2.34K - $2.79K
25 $3.01K
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
22
+ 1.09%
$2.06K - $2.45K
2.04K $245K

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