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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
280+ 10.68% |
$35.7K - $45.7K
|
2.9K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258+ 71.07% |
$32.9K - $42.1K
|
621
$75.8K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
242+ 5.54% |
$30.9K - $39.5K
|
4.61K
$563K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
241+ 0.78% |
$30.8K - $39.4K
|
31.2K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
225New |
$28.7K - $36.8K
|
225
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
208+ 6.44% |
$26.6K - $34K
|
3.44K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
174+ 2.57% |
$22.2K - $28.4K
|
6.95K
$849K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
174New |
$22.2K - $28.4K
|
174
$21.2K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129+ 1.44% |
$16.5K - $21.1K
|
9.08K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
127New |
$16.2K - $20.7K
|
127
$15.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
126+ 2.89% |
$16.1K - $20.6K
|
4.48K
$547K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 5.27% |
$16K - $20.4K
|
2.5K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
125+ 2.17% |
$16K - $20.4K
|
5.88K
$718K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
120+ 3.89% |
$15.3K - $19.6K
|
3.21K
$391K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
120+ 4.05% |
$15.3K - $19.6K
|
3.08K
$376K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
117+ 8.14% |
$14.9K - $19.1K
|
1.55K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 3.68% |
$14.8K - $18.9K
|
3.27K
$399K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
115New |
$14.7K - $18.8K
|
115
$14K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 2.64% |
$13.5K - $17.3K
|
4.12K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
100+ 6.25% |
$12.8K - $16.3K
|
1.7K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$12.8K - $16.3K
|
100
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 102.13% |
$12.3K - $15.7K
|
190
$23.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
89New |
$11.4K - $14.5K
|
89
$10.9K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
84New |
$10.7K - $13.7K
|
84
$10.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
81+ 4.64% |
$10.3K - $13.2K
|
1.83K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
78+ 2.8% |
$9.96K - $12.7K
|
2.87K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 4.19% |
$9.7K - $12.4K
|
1.89K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
61New |
$7.79K - $9.96K
|
61
$7.45K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 3.82% |
$7.53K - $9.64K
|
1.6K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
50+ 1.25% |
$6.38K - $8.17K
|
4.05K
$494K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 714.29% |
$6.38K - $8.17K
|
57
$6.96K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
45+ 1.43% |
$5.75K - $7.35K
|
3.2K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 1.34% |
$3.19K - $4.08K
|
1.89K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
24+ 0.16% |
$3.06K - $3.92K
|
14.8K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19+ 2.8% |
$2.43K - $3.1K
|
697
$85.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.54% |
$2.43K - $3.1K
|
3.55K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
16+ 0.65% |
$2.04K - $2.61K
|
2.49K
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.41% |
$1.92K - $2.45K
|
3.7K
$451K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 1.09% |
$1.4K - $1.8K
|
1.02K
$125K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 27.27% |
$1.15K - $1.47K
|
42
$5.13K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.31K
|
4.12K
$503K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 42.86% |
$766 - $980
|
20
$2.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.27% |
$766 - $980
|
2.26K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$255 - $327
|
1.9K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1+ 0.03% |
$128 - $163
|
3.04K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $163
|
5.81K
$709K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
297KNew |
$32.5M - $40.4M
|
297K
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$11.9M - $14.7M
|
109K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
72KNew |
$7.86M - $9.77M
|
72K
$8.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
71.5KNew |
$7.81M - $9.7M
|
71.5K
$8.73M
|
|