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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.72% |
$136 - $173
|
139
$14.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$10.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$129K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
50.3KNew |
$6.42M - $8.22M
|
50.3K
$5.23M
|
|
|
May 10, 2024
Q1 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
40KNew |
$5.11M - $6.53M
|
40K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
40KNew |
$5.11M - $6.53M
|
40K
$4.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
28.7KNew |
$3.67M - $4.7M
|
28.7K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
27.7KNew |
$3.54M - $4.53M
|
27.7K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
25KNew |
$3.19M - $4.08M
|
25K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$2.83M - $3.62M
|
22.2K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
22KNew |
$2.81M - $3.6M
|
22K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
20.4KNew |
$2.6M - $3.33M
|
20.4K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.8K+ 42.85% |
$1.76M - $2.25M
|
45.9K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
13.6KNew |
$1.74M - $2.22M
|
13.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.42KNew |
$1.07M - $1.37M
|
8.42K
$876K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.86KNew |
$1M - $1.28M
|
7.86K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
7.17KNew |
$915K - $1.17M
|
7.17K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.52KNew |
$705K - $901K
|
5.52K
$574K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.98K+ 263.61% |
$635K - $813K
|
6.87K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
4.6K+ 231.49% |
$588K - $752K
|
6.59K
$686K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$488K - $624K
|
3.82K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.5K+ 5.08% |
$447K - $572K
|
72.4K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.1KNew |
$396K - $506K
|
3.1K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.82KNew |
$360K - $460K
|
2.82K
$293K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2.6KNew |
$332K - $425K
|
2.6K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 11.73% |
$321K - $410K
|
23.9K
$2.49M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.39K+ 17085.71% |
$305K - $391K
|
2.41K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.27KNew |
$290K - $371K
|
2.27K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.24KNew |
$286K - $366K
|
2.24K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2KNew |
$255K - $327K
|
2K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.9KNew |
$243K - $311K
|
1.9K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.82KNew |
$232K - $297K
|
1.82K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$231K - $295K
|
1.81K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.79KNew |
$228K - $292K
|
1.79K
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.73K+ 13.86% |
$220K - $282K
|
14.2K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.67K+ 11.86% |
$213K - $272K
|
15.7K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.64KNew |
$209K - $267K
|
1.64K
$170K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61KNew |
$206K - $263K
|
1.61K
$168K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.6KNew |
$204K - $261K
|
1.6K
$166K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.52KNew |
$193K - $247K
|
1.52K
$158K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51KNew |
$192K - $246K
|
1.51K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$156K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$192K - $245K
|
1.5K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$191K - $244K
|
1.49K
$155K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$189K - $242K
|
1.48K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.47KNew |
$188K - $240K
|
1.47K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.47K+ 21.14% |
$188K - $240K
|
8.43K
$877K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$152K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.46KNew |
$186K - $238K
|
1.46K
$152K
|
|