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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
346+ 1.65% |
$43.3K - $50.9K
|
21.4K
$2.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 9.41% |
$43.1K - $50.8K
|
4.01K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
344+ 1.37% |
$43K - $50.6K
|
25.4K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
340+ 2.64% |
$42.5K - $50K
|
13.2K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
330+ 9.97% |
$41.3K - $48.6K
|
3.64K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
329+ 0.45% |
$41.1K - $48.4K
|
73.4K
$9.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
328+ 10.3% |
$41K - $48.3K
|
3.51K
$462K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322+ 16.1% |
$40.3K - $47.4K
|
2.32K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
307+ 64.09% |
$38.4K - $45.2K
|
786
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
306+ 1.54% |
$38.3K - $45K
|
20.2K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
306+ 0.88% |
$38.3K - $45K
|
35K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
304New |
$38K - $44.7K
|
304
$39.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 6.47% |
$37.5K - $44.2K
|
4.94K
$649K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 5.86% |
$37.5K - $44.2K
|
5.42K
$712K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
291+ 5.02% |
$36.4K - $42.8K
|
6.09K
$800K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
289+ 14.49% |
$36.1K - $42.5K
|
2.28K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
286+ 2.72% |
$35.8K - $42.1K
|
10.8K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
279+ 18.28% |
$34.9K - $41.1K
|
1.81K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
275+ 10.19% |
$34.4K - $40.5K
|
2.97K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
267+ 16.2% |
$33.4K - $39.3K
|
1.92K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
267+ 1.75% |
$33.4K - $39.3K
|
15.5K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
265+ 2.37% |
$33.1K - $39K
|
11.5K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
265+ 1.85% |
$33.1K - $39K
|
14.6K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
263+ 75.36% |
$32.9K - $38.7K
|
612
$80.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
261+ 1.38% |
$32.6K - $38.4K
|
19.2K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
255+ 13.57% |
$31.9K - $37.5K
|
2.13K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
254+ 12.16% |
$31.8K - $37.4K
|
2.34K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
251+ 6.72% |
$31.4K - $36.9K
|
3.98K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
247+ 12.37% |
$30.9K - $36.4K
|
2.24K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
246+ 50.72% |
$30.8K - $36.2K
|
731
$96.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
246+ 0.58% |
$30.8K - $36.2K
|
42.8K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
241+ 5.92% |
$30.1K - $35.5K
|
4.31K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 2.4% |
$30K - $35.3K
|
10.2K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
240+ 4.94% |
$30K - $35.3K
|
5.1K
$671K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
235+ 0.25% |
$29.4K - $34.6K
|
94.4K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
233+ 8.77% |
$29.1K - $34.3K
|
2.89K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.71% |
$29K - $34.1K
|
13.8K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
232+ 1.55% |
$29K - $34.1K
|
15.2K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
229+ 15.27% |
$28.6K - $33.7K
|
1.73K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
229New |
$28.6K - $33.7K
|
229
$30.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
228+ 0.98% |
$28.5K - $33.6K
|
23.5K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 0.6% |
$28K - $33K
|
37.6K
$4.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
224+ 11.05% |
$28K - $33K
|
2.25K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
222+ 5.95% |
$27.8K - $32.7K
|
3.95K
$519K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
220+ 15.47% |
$27.5K - $32.4K
|
1.64K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
216+ 7.2% |
$27K - $31.8K
|
3.22K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 0.53% |
$26.9K - $31.6K
|
40.5K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
212+ 6.18% |
$26.5K - $31.2K
|
3.64K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210+ 34.15% |
$26.3K - $30.9K
|
825
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
206+ 12.55% |
$25.8K - $30.3K
|
1.85K
$243K
|