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 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.31M - $1.55M
|
10.5K
$1.37M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.76KNew |
$970K - $1.14M
|
7.76K
$1.01M
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
7.36KNew |
$920K - $1.08M
|
7.36K
$960K
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.28KNew |
$785K - $924K
|
6.28K
$819K
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
5.71K+ 31.56% |
$714K - $841K
|
23.8K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$627K - $738K
|
5.02K
$655K
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.85KNew |
$607K - $714K
|
4.85K
$633K
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$588K - $692K
|
4.7K
$614K
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$602K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$575K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.79KNew |
$474K - $558K
|
3.79K
$495K
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.72KNew |
$465K - $547K
|
3.72K
$485K
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.6KNew |
$449K - $529K
|
3.6K
$469K
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.25KNew |
$407K - $479K
|
3.25K
$424K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.13K+ 43.26% |
$391K - $461K
|
10.4K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.04KNew |
$380K - $448K
|
3.04K
$397K
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.23KNew |
$278K - $327K
|
2.23K
$290K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$285K
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.12KNew |
$266K - $313K
|
2.12K
$277K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.06KNew |
$258K - $304K
|
2.06K
$269K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.29% |
$253K - $298K
|
707K
$92.3M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$250K - $294K
|
2K
$261K
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 6.39% |
$232K - $273K
|
30.9K
$4.04M
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$227K - $267K
|
1.82K
$237K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.75KNew |
$219K - $257K
|
1.75K
$228K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.6KNew |
$200K - $235K
|
1.6K
$208K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57KNew |
$196K - $231K
|
1.57K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$193K - $227K
|
1.54K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.54KNew |
$192K - $226K
|
1.54K
$201K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.53KNew |
$191K - $225K
|
1.53K
$200K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.46K+ 17.99% |
$183K - $215K
|
9.6K
$1.25M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$150K - $177K
|
1.2K
$157K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$132K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$128K
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
949+ 17.98% |
$119K - $140K
|
6.23K
$813K
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
910+ 7.21% |
$114K - $134K
|
13.5K
$1.77M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838+ 40.74% |
$105K - $123K
|
2.9K
$378K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 9.09% |
$100K - $118K
|
9.6K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
695+ 9.32% |
$86.9K - $102K
|
8.15K
$1.06M
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
612+ 25.9% |
$76.5K - $90.1K
|
2.98K
$388K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
600+ 6.98% |
$75K - $88.3K
|
9.2K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
548+ 3.24% |
$68.5K - $80.6K
|
17.5K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
492+ 1.11% |
$61.5K - $72.4K
|
44.8K
$5.85M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
452+ 2.33% |
$56.5K - $66.5K
|
19.9K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
397New |
$49.6K - $58.4K
|
397
$51.8K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
389New |
$48.6K - $57.2K
|
389
$50.8K
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
378+ 7.17% |
$47.3K - $55.6K
|
5.65K
$738K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
358New |
$44.8K - $52.7K
|
358
$46.7K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
352New |
$44K - $51.8K
|
352
$45.9K
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
304New |
$38K - $44.7K
|
304
$39.7K
|