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 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
197+ 12.69% |
$24.6K - $29K
|
1.75K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
190+ 0.24% |
$23.8K - $28K
|
79K
$9.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 8.16% |
$23.4K - $27.5K
|
2.48K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
180+ 5.61% |
$22.5K - $26.5K
|
3.39K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 7.95% |
$22K - $25.9K
|
2.39K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 3.57% |
$21.9K - $25.8K
|
5.08K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
174+ 1.73% |
$21.8K - $25.6K
|
10.2K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
172+ 5.06% |
$21.5K - $25.3K
|
3.57K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
171+ 7.8% |
$21.4K - $25.2K
|
2.36K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 42.08% |
$21.3K - $25K
|
574
$70.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
167New |
$20.9K - $24.6K
|
167
$20.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165+ 0.33% |
$20.6K - $24.3K
|
49.9K
$6.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
159+ 2.46% |
$19.9K - $23.4K
|
6.62K
$808K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
159+ 1.3% |
$19.9K - $23.4K
|
12.4K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
156+ 6.54% |
$19.5K - $23K
|
2.54K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
154+ 6.97% |
$19.3K - $22.7K
|
2.36K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
152+ 8.33% |
$19K - $22.4K
|
1.98K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
150+ 8.27% |
$18.8K - $22.1K
|
1.96K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
148+ 2.96% |
$18.5K - $21.8K
|
5.14K
$628K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 0.07% |
$18.4K - $21.6K
|
219K
$26.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
146+ 2.65% |
$18.3K - $21.5K
|
5.66K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
141+ 1.72% |
$17.6K - $20.8K
|
8.35K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
139+ 3.07% |
$17.4K - $20.5K
|
4.66K
$569K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 0.65% |
$16.1K - $19K
|
20K
$2.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
127+ 1.23% |
$15.9K - $18.7K
|
10.4K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123+ 10.42% |
$15.4K - $18.1K
|
1.3K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 10.35% |
$14.5K - $17.1K
|
1.24K
$151K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
108+ 2.31% |
$13.5K - $15.9K
|
4.79K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105+ 14.89% |
$13.1K - $15.5K
|
810
$98.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 2.19% |
$13K - $15.3K
|
4.86K
$593K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 5.12% |
$12.8K - $15K
|
2.09K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
102+ 2.26% |
$12.8K - $15K
|
4.62K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 117.65% |
$12.5K - $14.7K
|
185
$22.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 33.11% |
$12.5K - $14.7K
|
402
$49.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
99+ 6.54% |
$12.4K - $14.6K
|
1.61K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 2.25% |
$12.3K - $14.4K
|
4.46K
$545K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
91+ 1.57% |
$11.4K - $13.4K
|
5.88K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
86+ 430.0% |
$10.8K - $12.7K
|
106
$12.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
85+ 1.89% |
$10.6K - $12.5K
|
4.58K
$559K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
74+ 3.63% |
$9.25K - $10.9K
|
2.11K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.36% |
$9.13K - $10.7K
|
5.43K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
71+ 0.72% |
$8.88K - $10.4K
|
10K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
71+ 0.58% |
$8.88K - $10.4K
|
12.3K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71+ 2.35% |
$8.88K - $10.4K
|
3.09K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 1.49% |
$8.88K - $10.4K
|
4.83K
$589K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67+ 1.02% |
$8.38K - $9.86K
|
6.64K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
65+ 3.2% |
$8.13K - $9.57K
|
2.1K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
65+ 2.88% |
$8.13K - $9.57K
|
2.33K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 15.87% |
$7.88K - $9.27K
|
460
$56.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
62+ 0.7% |
$7.75K - $9.12K
|
8.94K
$1.09M
|