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 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.19K+ 292.58% |
$290K - $340K
|
4.28K
$523K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$283K - $332K
|
3.12K
$380K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$277K - $325K
|
3.05K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$272K - $319K
|
3K
$366K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$90.9K - $107K
|
1K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
900New |
$81.7K - $95.8K
|
900
$110K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
728New |
$66.1K - $77.5K
|
728
$88.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$54.9K - $64.4K
|
605
$73.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
482+ 6.5% |
$43.8K - $51.3K
|
7.89K
$964K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
394New |
$35.8K - $41.9K
|
394
$48.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
319New |
$29K - $34K
|
319
$38.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
318New |
$28.9K - $33.9K
|
318
$38.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
267New |
$24.2K - $28.4K
|
267
$32.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
262+ 2.55% |
$23.8K - $27.9K
|
10.6K
$1.29M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
253New |
$23K - $26.9K
|
253
$30.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.2K - $21.3K
|
200
$24.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
153New |
$13.9K - $16.3K
|
153
$18.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
150+ 2.25% |
$13.6K - $16K
|
6.83K
$834K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150New |
$13.6K - $16K
|
150
$18.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
138New |
$12.5K - $14.7K
|
138
$16.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
101+ 10.11% |
$9.17K - $10.8K
|
1.1K
$134K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$9.08K - $10.6K
|
100
$12.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80+ 9.94% |
$7.26K - $8.52K
|
885
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 9.43% |
$4.54K - $5.32K
|
580
$70.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$2.54K - $2.98K
|
28
$3.42K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$908 - $1.06K
|
10
$1.22K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 3.26% |
$636 - $745
|
222
$27.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.48% |
$182 - $213
|
415
$50.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$90.8 - $106
|
745
$90.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$90.8 - $106
|
355
$43.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.41% |
$90.8 - $106
|
72
$8.79K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$14.7M - $17.6M
|
158K
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93.5KNew |
$8.75M - $10.4M
|
93.5K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
64.5KNew |
$6.03M - $7.19M
|
64.5K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
27.9KNew |
$2.61M - $3.11M
|
27.9K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.6KNew |
$2.49M - $2.97M
|
26.6K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
25KNew |
$2.34M - $2.79M
|
25K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20KNew |
$1.87M - $2.23M
|
20K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17KNew |
$1.59M - $1.9M
|
17K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.14K+ 97.13% |
$668K - $796K
|
14.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$608K - $724K
|
6.5K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.9K+ 286.22% |
$552K - $658K
|
7.96K
$972K
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.26K+ 150.67% |
$492K - $586K
|
8.75K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.3KNew |
$402K - $479K
|
4.3K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$378K - $450K
|
4.04K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Bornite Capital Management LP
|
BUY
|
- |
4KNew |
$374K - $446K
|
4K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.17KNew |
$296K - $353K
|
3.17K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.16KNew |
$295K - $352K
|
3.16K
$385K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.11KNew |
$291K - $347K
|
3.11K
$380K
|
|