Latest Institutional Purchases of Phillips 66 (PSX)

PSX Quotes by TradingView

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
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
265
+ 2.84%
$36K - $45.8K
9.6K $1.26M
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
242
New
$32.9K - $41.8K
242 $31.8K
Jul 10, 2024 Q2 2024
Contravisory Investment Management, Inc.

BUY
 -
242
+ 14.54%
$32.9K - $41.8K
1.91K $250K
Aug 12, 2024 Q2 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
226
+ 0.75%
$30.7K - $39K
30.6K $4.01M
Aug 14, 2024 Q2 2024
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
219
+ 6.88%
$29.8K - $37.8K
3.4K $447K
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
217
New
$29.5K - $37.5K
217 $28.5K
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
196
+ 13.54%
$26.6K - $33.9K
1.64K $216K
Jul 31, 2024 Q2 2024
Claro Advisors LLC

Boston, MA
BUY
 -
193
+ 11.1%
$26.2K - $33.3K
1.93K $254K
Aug 12, 2024 Q2 2024
Elequin Capital LP

New York, NY
BUY
 -
192
New
$26.1K - $33.2K
192 $25.2K
Aug 14, 2024 Q2 2024
Sfmg, LLC

BUY
 -
184
+ 12.95%
$25K - $31.8K
1.61K $211K
Jul 19, 2024 Q2 2024
Hoyle Cohen, LLC

BUY
 -
168
+ 8.05%
$22.8K - $29K
2.25K $296K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
150
New
$20.4K - $25.9K
150 $19.7K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
124
New
$16.8K - $21.4K
124 $16.3K
Jul 30, 2024 Q2 2024
Focused Wealth Management, Inc

BUY
 -
121
New
$16.4K - $20.9K
121 $15.9K
Aug 13, 2024 Q2 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
120
+ 1.29%
$16.3K - $20.7K
9.43K $1.24M
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
115
+ 22.03%
$15.6K - $19.9K
637 $83.7K
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
108
+ 5.99%
$14.7K - $18.7K
1.91K $251K
Jul 19, 2024 Q2 2024
Monument Capital Management

BUY
 -
105
+ 0.54%
$14.3K - $18.1K
19.5K $2.57M
Aug 13, 2024 Q2 2024
Cyrus J. Lawrence, LLC

BUY
 -
104
New
$14.1K - $18K
104 $13.7K
Jul 25, 2024 Q2 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
100
New
$13.6K - $17.3K
100 $13.1K
Jul 10, 2024 Q2 2024
Cullinan Associates Inc

BUY
 -
100
+ 0.99%
$13.6K - $17.3K
10.2K $1.35M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
91
+ 0.78%
$12.4K - $15.7K
11.8K $1.54M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
91
+ 5.6%
$12.4K - $15.7K
1.72K $225K
Jul 24, 2024 Q2 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
90
New
$12.2K - $15.5K
90 $11.8K
Jul 24, 2024 Q2 2024
Alan B. Lancz & Associates, Inc.

Toledo, OH
BUY
 -
86
+ 4.31%
$11.7K - $14.9K
2.08K $274K
Aug 07, 2024 Q2 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
71
New
$9.65K - $12.3K
71 $9.33K
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
71
+ 4.48%
$9.65K - $12.3K
1.66K $218K
Aug 09, 2024 Q2 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
67
New
$9.1K - $11.6K
67 $8.8K
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
66
+ 4.05%
$8.97K - $11.4K
1.7K $223K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
65
New
$8.83K - $11.2K
65 $8.54K
Aug 13, 2024 Q2 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
60
+ 4.12%
$8.15K - $10.4K
1.52K $199K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
60
New
$8.15K - $10.4K
60 $7.88K
Aug 13, 2024 Q2 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
56
+ 18.36%
$7.61K - $9.67K
361 $47.4K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
53
New
$7.2K - $9.15K
53 $6.96K
Jul 10, 2024 Q2 2024
S.A. Mason LLC

BUY
 -
50
+ 1.1%
$6.79K - $8.64K
4.58K $602K
Jul 05, 2024 Q2 2024
Stokes Family Office, LLC

BUY
 -
35
+ 1.49%
$4.75K - $6.04K
2.39K $314K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
34
+ 4.7%
$4.62K - $5.87K
757 $99.5K
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
31
New
$4.21K - $5.35K
31 $4.07K
Jul 30, 2024 Q2 2024
Abacus Planning Group, Inc.

BUY
 -
30
+ 0.89%
$4.08K - $5.18K
3.4K $447K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
30
New
$4.08K - $5.18K
30 $3.94K
Jul 08, 2024 Q2 2024
Thompson Investment Management, Inc.

BUY
 -
30
New
$4.08K - $5.18K
30 $3.94K
Jul 11, 2024 Q2 2024
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
28
+ 1.23%
$3.8K - $4.84K
2.31K $303K
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
27
+ 8.94%
$3.67K - $4.66K
329 $43.2K
Jul 16, 2024 Q2 2024
Lvm Capital Management LTD

BUY
 -
27
+ 0.58%
$3.67K - $4.66K
4.72K $621K
Aug 14, 2024 Q2 2024
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
25
+ 0.05%
$3.4K - $4.32K
48K $6.31M
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
21
New
$2.85K - $3.63K
21 $2.76K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
20
+ 1.36%
$2.72K - $3.45K
1.5K $196K
Aug 14, 2024 Q2 2024
Disciplined Equity Management, Inc.

BUY
 -
15
New
$2.04K - $2.59K
15 $1.97K
Aug 09, 2024 Q2 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
15
+ 0.83%
$2.04K - $2.59K
1.82K $240K

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