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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 3.2% |
$16.3K - $19.1K
|
4.19K
$558K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 0.65% |
$16.1K - $19K
|
20K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
127+ 1.33% |
$15.9K - $18.7K
|
9.69K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
127+ 1.23% |
$15.9K - $18.7K
|
10.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
126+ 7.84% |
$15.8K - $18.5K
|
1.73K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
126+ 7.13% |
$15.8K - $18.5K
|
1.89K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
125New |
$15.6K - $18.4K
|
125
$16.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
124+ 1.96% |
$15.5K - $18.2K
|
6.45K
$859K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
124+ 0.77% |
$15.5K - $18.2K
|
16.3K
$2.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123+ 10.42% |
$15.4K - $18.1K
|
1.3K
$174K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
122+ 2.35% |
$15.3K - $18K
|
5.31K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118New |
$14.8K - $17.4K
|
118
$15.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 10.35% |
$14.5K - $17.1K
|
1.24K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
114+ 1.86% |
$14.3K - $16.8K
|
6.23K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111+ 3.25% |
$13.9K - $16.3K
|
3.53K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
108+ 2.31% |
$13.5K - $15.9K
|
4.79K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105+ 14.89% |
$13.1K - $15.5K
|
810
$108K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
104+ 25.37% |
$13K - $15.3K
|
514
$68.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 2.19% |
$13K - $15.3K
|
4.86K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
103+ 6.25% |
$12.9K - $15.2K
|
1.75K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 5.12% |
$12.8K - $15K
|
2.09K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
102+ 2.26% |
$12.8K - $15K
|
4.62K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
100+ 0.36% |
$12.5K - $14.7K
|
28K
$3.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 117.65% |
$12.5K - $14.7K
|
185
$24.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 33.11% |
$12.5K - $14.7K
|
402
$53.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
99+ 6.54% |
$12.4K - $14.6K
|
1.61K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 2.25% |
$12.3K - $14.4K
|
4.46K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
97+ 6.4% |
$12.1K - $14.3K
|
1.61K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
93+ 0.18% |
$11.6K - $13.7K
|
51.8K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
92+ 5.13% |
$11.5K - $13.5K
|
1.89K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
91+ 2.26% |
$11.4K - $13.4K
|
4.12K
$549K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
91+ 1.57% |
$11.4K - $13.4K
|
5.88K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 2.55% |
$11.1K - $13.1K
|
3.58K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 0.51% |
$11.1K - $13.1K
|
17.5K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
86+ 430.0% |
$10.8K - $12.7K
|
106
$14.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
85+ 1.89% |
$10.6K - $12.5K
|
4.58K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
84+ 0.12% |
$10.5K - $12.4K
|
71.7K
$9.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
84+ 1.23% |
$10.5K - $12.4K
|
6.91K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
81+ 1.31% |
$10.1K - $11.9K
|
6.27K
$835K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
78+ 0.97% |
$9.75K - $11.5K
|
8.1K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 75.0% |
$9.38K - $11K
|
175
$23.3K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
74+ 2.35% |
$9.25K - $10.9K
|
3.22K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
74+ 3.63% |
$9.25K - $10.9K
|
2.11K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.36% |
$9.13K - $10.7K
|
5.43K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
71+ 0.72% |
$8.88K - $10.4K
|
10K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
71+ 0.58% |
$8.88K - $10.4K
|
12.3K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71+ 2.35% |
$8.88K - $10.4K
|
3.09K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 1.49% |
$8.88K - $10.4K
|
4.83K
$643K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67+ 1.02% |
$8.38K - $9.86K
|
6.64K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 264.0% |
$8.25K - $9.71K
|
91
$12.1K
|