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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.04K+ 660.52% |
$255K - $300K
|
2.35K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.29% |
$253K - $298K
|
707K
$86.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.01K+ 38.2% |
$252K - $296K
|
7.28K
$889K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$250K - $294K
|
2K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.96KNew |
$246K - $289K
|
1.96K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.94K+ 107.19% |
$242K - $285K
|
3.74K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$227K - $267K
|
1.82K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.8K+ 7.23% |
$225K - $265K
|
26.7K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$224K - $263K
|
1.79K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.75KNew |
$219K - $257K
|
1.75K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.65K+ 8.73% |
$207K - $243K
|
20.6K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 12.79% |
$206K - $242K
|
14.5K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.48K+ 21.55% |
$185K - $218K
|
8.34K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$182K - $214K
|
1.46K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.34K+ 3.53% |
$167K - $197K
|
39.2K
$4.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.33K+ 185.22% |
$166K - $195K
|
2.05K
$250K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.33K+ 2.87% |
$166K - $195K
|
47.5K
$5.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.3K+ 14.19% |
$163K - $191K
|
10.5K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.23K+ 9.17% |
$154K - $181K
|
14.6K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.2KNew |
$150K - $177K
|
1.2K
$146K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.2K+ 27.52% |
$149K - $176K
|
5.54K
$676K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.15K+ 60.02% |
$144K - $169K
|
3.07K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 3.64% |
$143K - $168K
|
32.6K
$3.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01K+ 22.69% |
$127K - $149K
|
5.48K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$127K - $149K
|
19.8K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 45.19% |
$126K - $149K
|
3.25K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
991+ 5.11% |
$124K - $146K
|
20.4K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$120K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
940+ 5.27% |
$118K - $138K
|
18.8K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
931+ 30.24% |
$116K - $137K
|
4.01K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
889+ 14.75% |
$111K - $131K
|
6.92K
$844K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
885+ 11.35% |
$111K - $130K
|
8.68K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
877+ 1.18% |
$110K - $129K
|
75.3K
$9.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
865+ 4.39% |
$108K - $127K
|
20.6K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
839+ 4.11% |
$105K - $123K
|
21.2K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838+ 40.74% |
$105K - $123K
|
2.9K
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
800+ 24.39% |
$100K - $118K
|
4.08K
$498K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
768+ 11.79% |
$96K - $113K
|
7.28K
$889K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
757+ 3.28% |
$94.6K - $111K
|
23.8K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
750+ 35.24% |
$93.8K - $110K
|
2.88K
$351K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
690+ 4.8% |
$86.3K - $102K
|
15.1K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
684+ 115.35% |
$85.5K - $101K
|
1.28K
$156K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
651+ 2.75% |
$81.4K - $95.8K
|
24.3K
$2.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
575+ 4.66% |
$71.9K - $84.6K
|
12.9K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
569New |
$71.1K - $83.7K
|
569
$69.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
560+ 3.14% |
$70K - $82.4K
|
18.4K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
550+ 24.85% |
$68.8K - $80.9K
|
2.76K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
540+ 1.23% |
$67.5K - $79.5K
|
44.4K
$5.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
533+ 25.14% |
$66.6K - $78.4K
|
2.65K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
530+ 2.42% |
$66.3K - $78K
|
22.4K
$2.74M
|