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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
666+ 94.87% |
$72.7K - $90.4K
|
1.37K
$167K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
599+ 6.84% |
$65.4K - $81.3K
|
9.35K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
582+ 17.57% |
$63.5K - $79K
|
3.89K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
573New |
$62.6K - $77.8K
|
573
$69.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
550New |
$60.1K - $74.6K
|
550
$67.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
546+ 96.81% |
$59.6K - $74.1K
|
1.11K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$54.6K - $67.9K
|
500
$61K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
375+ 23.42% |
$40.9K - $50.9K
|
1.98K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
362+ 4.59% |
$39.5K - $49.1K
|
8.24K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
319+ 10.06% |
$34.8K - $43.3K
|
3.49K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
274New |
$29.9K - $37.2K
|
274
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
250+ 12.09% |
$27.3K - $33.9K
|
2.32K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$27.3K - $33.9K
|
250
$30.5K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
248+ 0.08% |
$27.1K - $33.7K
|
322K
$39.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$21.8K - $27.1K
|
200
$24.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
CALL |
200New |
$21.8K - $27.1K
|
200
$24.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
179New |
$19.5K - $24.3K
|
179
$21.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
167+ 2.25% |
$18.2K - $22.7K
|
7.61K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
140New |
$15.3K - $19K
|
140
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
137New |
$15K - $18.6K
|
137
$16.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
114New |
$12.4K - $15.5K
|
114
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
102New |
$11.1K - $13.8K
|
102
$12.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$10.9K - $13.6K
|
100
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
100+ 3.05% |
$10.9K - $13.6K
|
3.38K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 12.82% |
$10.5K - $13K
|
845
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
94+ 17.47% |
$10.3K - $12.8K
|
632
$77.1K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
91+ 49.46% |
$9.94K - $12.4K
|
275
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75New |
$8.19K - $10.2K
|
75
$9.16K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 2.1% |
$6.88K - $8.55K
|
3.06K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60New |
$6.55K - $8.14K
|
60
$7.32K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
56New |
$6.11K - $7.6K
|
56
$6.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
52+ 1.31% |
$5.68K - $7.06K
|
4.02K
$491K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
44New |
$4.8K - $5.97K
|
44
$5.37K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$4.7K - $5.84K
|
43
$5.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.81% |
$3.82K - $4.75K
|
4.33K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32+ 1.19% |
$3.49K - $4.34K
|
2.73K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31New |
$3.38K - $4.21K
|
31
$3.78K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
30New |
$3.28K - $4.07K
|
30
$3.66K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 4.78% |
$2.95K - $3.66K
|
592
$72.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$2.73K - $3.39K
|
25
$3.05K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$2.18K - $2.71K
|
3.5K
$427K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$2.07K - $2.58K
|
19
$2.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
15New |
$1.64K - $2.04K
|
15
$1.83K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10New |
$1.09K - $1.36K
|
10
$1.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.22% |
$983 - $1.22K
|
745
$90.9K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$874 - $1.09K
|
8
$977
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8+ 47.06% |
$874 - $1.09K
|
25
$3.05K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.17% |
$655 - $814
|
3.64K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$437 - $543
|
1.72K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.92% |
$328 - $407
|
329
$40.2K
|