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 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$194K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$188K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$187K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.8KNew |
$171K - $223K
|
1.8K
$187K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.7KNew |
$163K - $212K
|
1.7K
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$173K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.07KNew |
$102K - $133K
|
1.07K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$97.9K - $128K
|
1.03K
$107K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
956+ 4.93% |
$91.2K - $119K
|
20.3K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
848New |
$80.9K - $105K
|
848
$88.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
425New |
$40.5K - $52.8K
|
425
$44.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
400New |
$38.2K - $49.7K
|
400
$41.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
392+ 6.56% |
$37.4K - $48.7K
|
6.37K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
303+ 1.06% |
$28.9K - $37.7K
|
28.9K
$3.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
267+ 0.23% |
$25.5K - $33.2K
|
117K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
184+ 6.76% |
$17.6K - $22.9K
|
2.9K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
181+ 43.51% |
$17.3K - $22.5K
|
597
$62.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
169+ 4.65% |
$16.1K - $21K
|
3.8K
$395K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
115New |
$11K - $14.3K
|
115
$12K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 11.63% |
$9.54K - $12.4K
|
960
$99.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
62+ 0.13% |
$5.91K - $7.71K
|
47K
$4.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$4.77K - $6.21K
|
50
$5.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$3.63K - $4.72K
|
38
$3.95K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 1.62% |
$3.63K - $4.72K
|
2.38K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
36New |
$3.43K - $4.47K
|
36
$3.75K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
32New |
$3.05K - $3.98K
|
32
$3.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
26+ 0.93% |
$2.48K - $3.23K
|
2.81K
$292K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.91K - $2.49K
|
20
$2.08K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.67% |
$1.53K - $1.99K
|
2.41K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$572 - $746
|
6
$624
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
775KNew |
$70.4M - $82.5M
|
775K
$80.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
150KNew |
$13.7M - $16M
|
150K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
70KNew |
$6.36M - $7.45M
|
70K
$7.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.5K+ 6.24% |
$2.41M - $2.82M
|
451K
$46.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.7K+ 82.84% |
$976K - $1.14M
|
23.7K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.35K+ 111.19% |
$849K - $996K
|
17.8K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.29K+ 2.56% |
$571K - $670K
|
252K
$26.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.14K+ 6.8% |
$557K - $654K
|
96.4K
$10M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
6.1KNew |
$554K - $649K
|
6.1K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.12KNew |
$465K - $545K
|
5.12K
$533K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4KNew |
$364K - $426K
|
4K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.19K+ 292.58% |
$290K - $340K
|
4.28K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$283K - $332K
|
3.12K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$277K - $325K
|
3.05K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$272K - $319K
|
3K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$90.9K - $107K
|
1K
$104K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
900New |
$81.7K - $95.8K
|
900
$93.7K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
805+ 9.39% |
$73.1K - $85.7K
|
9.38K
$976K
|
|