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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$962K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.33K+ 39.03% |
$180K - $229K
|
4.72K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.26K+ 46.61% |
$171K - $217K
|
3.95K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 10.83% |
$170K - $216K
|
12.8K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 26.53% |
$169K - $215K
|
5.94K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 7.5% |
$168K - $214K
|
17.8K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 17.22% |
$168K - $213K
|
8.39K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.23K+ 74.91% |
$167K - $212K
|
2.87K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.22K+ 8.73% |
$165K - $210K
|
15.1K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.21K+ 25.75% |
$164K - $208K
|
5.89K
$719K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.15K+ 1331.4% |
$156K - $198K
|
1.23K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.11K+ 85.24% |
$151K - $192K
|
2.41K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.1K+ 13.06% |
$149K - $190K
|
9.52K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.01K+ 133.47% |
$137K - $174K
|
1.76K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 21.1% |
$136K - $173K
|
5.74K
$701K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
978+ 0.87% |
$133K - $169K
|
113K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
959+ 1.28% |
$130K - $166K
|
76.1K
$9.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
900New |
$122K - $155K
|
900
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
860+ 11.15% |
$117K - $149K
|
8.57K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
851+ 14.28% |
$116K - $147K
|
6.81K
$831K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
847+ 67.54% |
$115K - $146K
|
2.1K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
847+ 29.78% |
$115K - $146K
|
3.69K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
820+ 3.67% |
$111K - $142K
|
23.1K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
766+ 48.39% |
$104K - $132K
|
2.35K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 3.07% |
$102K - $130K
|
25.2K
$3.07M
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
750+ 11.68% |
$102K - $130K
|
7.17K
$875K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
745+ 4.43% |
$101K - $129K
|
17.6K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
739+ 12.88% |
$100K - $128K
|
6.48K
$791K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
738+ 12.33% |
$100K - $127K
|
6.72K
$820K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
736+ 3.02% |
$100K - $127K
|
25.1K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
729+ 10.15% |
$99K - $126K
|
7.91K
$966K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
727+ 3.63% |
$98.8K - $126K
|
20.7K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
723+ 9.47% |
$98.2K - $125K
|
8.35K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
717+ 6.32% |
$97.4K - $124K
|
12.1K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
679+ 8.89% |
$92.2K - $117K
|
8.31K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
677+ 6.09% |
$92K - $117K
|
11.8K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662+ 20.16% |
$89.9K - $114K
|
3.95K
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
656+ 21.93% |
$89.1K - $113K
|
3.65K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
639+ 3.47% |
$86.8K - $110K
|
19K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
628+ 23.97% |
$85.3K - $108K
|
3.25K
$396K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
625New |
$84.9K - $108K
|
625
$76.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
625+ 1.13% |
$84.9K - $108K
|
56.1K
$6.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
622+ 3.28% |
$84.5K - $107K
|
19.6K
$2.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 35.42% |
$84K - $107K
|
2.36K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
600+ 7.32% |
$81.5K - $104K
|
8.8K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
571+ 25.93% |
$77.6K - $98.6K
|
2.77K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
540+ 7.7% |
$73.4K - $93.3K
|
7.56K
$922K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
520+ 5.59% |
$70.6K - $89.8K
|
9.82K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
505+ 1.06% |
$68.6K - $87.2K
|
48.4K
$5.9M
|