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 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.33K+ 11.46% |
$189K - $257K
|
22.6K
$2.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.86K+ 10.91% |
$151K - $205K
|
18.9K
$2.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.83KNew |
$148K - $202K
|
1.83K
$224K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.5KNew |
$121K - $165K
|
1.5K
$183K
|
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.05K+ 18.57% |
$85.4K - $116K
|
6.73K
$821K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
584New |
$47.3K - $64.4K
|
584
$71.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
493New |
$39.9K - $54.4K
|
493
$60.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
439New |
$35.6K - $48.4K
|
439
$53.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
346New |
$28K - $38.1K
|
346
$42.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
289+ 1.07% |
$23.4K - $31.9K
|
27.3K
$3.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
200+ 3.62% |
$16.2K - $22.1K
|
5.72K
$698K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105New |
$8.51K - $11.6K
|
105
$12.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
89+ 0.81% |
$7.21K - $9.81K
|
11.1K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 6.83% |
$6.64K - $9.04K
|
1.28K
$156K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 53.1% |
$4.86K - $6.62K
|
173
$21.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
50New |
$4.05K - $5.51K
|
50
$6.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
49+ 1.29% |
$3.97K - $5.4K
|
3.86K
$471K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$3.56K - $4.85K
|
44
$5.37K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$2.27K - $3.09K
|
4.94K
$604K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
19New |
$1.54K - $2.09K
|
19
$2.32K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 9.57% |
$729 - $992
|
103
$12.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$6.78M - $8.38M
|
90K
$11M
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
42.1KNew |
$3.17M - $3.93M
|
42.1K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.17KNew |
$615K - $761K
|
8.17K
$997K
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
BUY
|
- |
6.25KNew |
$471K - $583K
|
6.25K
$763K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4KNew |
$301K - $372K
|
4K
$488K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.53KNew |
$190K - $235K
|
2.53K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
225New |
$17K - $21K
|
225
$27.5K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
210New |
$15.8K - $19.6K
|
210
$25.6K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 1.78% |
$7.53K - $9.32K
|
5.7K
$696K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.27% |
$75.3 - $93.2
|
80
$9.77K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
271KNew |
$18.6M - $22.7M
|
271K
$33M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
12.5K+ 10.84% |
$858K - $1.05M
|
128K
$15.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$744K - $907K
|
10.8K
$1.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Hikari Power LTD
|
BUY
|
- |
6.41K+ 3.49% |
$440K - $537K
|
190K
$23.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
5.5KNew |
$378K - $461K
|
5.5K
$671K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1.64K+ 22.6% |
$113K - $137K
|
8.9K
$1.09M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1KNew |
$68.7K - $83.7K
|
1K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
900+ 17.48% |
$61.8K - $75.4K
|
6.05K
$739K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
133New |
$9.13K - $11.1K
|
133
$16.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
104New |
$7.14K - $8.71K
|
104
$12.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.87K - $8.37K
|
100
$12.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.87K - $8.37K
|
100
$12.2K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
71+ 1.93% |
$4.88K - $5.94K
|
3.76K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.53K - $5.53K
|
66
$8.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$2.95K - $3.6K
|
43
$5.25K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$684K - $936K
|
10.6K
$1.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
3K+ 31.25% |
$193K - $264K
|
12.6K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
417New |
$26.8K - $36.7K
|
417
$50.9K
|
|