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
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 7.55% |
$500 - $589
|
57
$7.49K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.66% |
$500 - $589
|
613
$80.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$500 - $589
|
688
$90.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.75% |
$500 - $589
|
539
$70.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.01% |
$375 - $442
|
38.9K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.09% |
$375 - $442
|
3.28K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.11% |
$375 - $442
|
2.86K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$375 - $442
|
15.1K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$375 - $442
|
3.87K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$614K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.16K
$284K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.17% |
$250 - $294
|
1.17K
$153K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$263
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$250 - $294
|
2.89K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.25% |
$250 - $294
|
162
$21.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.15% |
$250 - $294
|
1.33K
$174K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$250 - $294
|
252
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.7% |
$125 - $147
|
143
$18.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$125 - $147
|
132
$17.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$125 - $147
|
1.87K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.4K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.95% |
$125 - $147
|
106
$13.9K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.31% |
$125 - $147
|
319
$41.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $147
|
10.1K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.85K
$506K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.19% |
$125 - $147
|
85
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.55K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$125 - $147
|
1.77K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$125 - $147
|
271
$35.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$125 - $147
|
1.26K
$166K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$125 - $147
|
1
$131
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $147
|
2.38K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.61% |
$125 - $147
|
166
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
913K+ 12.12% |
$124M - $158M
|
8.45M
$1.11B
|
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
446KNew |
$60.6M - $77.1M
|
446K
$58.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
83.3KNew |
$11.3M - $14.4M
|
83.3K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.5KNew |
$5.64M - $7.17M
|
41.5K
$5.46M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
38.6K+ 51.81% |
$5.24M - $6.67M
|
113K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
34.4K+ 455.22% |
$4.68M - $5.94M
|
42K
$5.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
34.4KNew |
$4.67M - $5.94M
|
34.4K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
31.8KNew |
$4.32M - $5.49M
|
31.8K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9K+ 241.41% |
$3.25M - $4.13M
|
33.8K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$3.01M - $3.82M
|
22.1K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.4KNew |
$2.5M - $3.17M
|
18.4K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
PUT |
18K+ 33.03% |
$2.45M - $3.11M
|
72.5K
$9.53M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
15KNew |
$2.04M - $2.6M
|
15K
$1.98M
|
|