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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
38.1KNew |
$2.86M - $3.53M
|
38.1K
$4.66M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.3KNew |
$997K - $1.23M
|
13.3K
$1.62M
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.55KNew |
$191K - $236K
|
2.55K
$312K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$101K - $125K
|
1.35K
$165K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
700+ 72.24% |
$52.5K - $64.8K
|
1.67K
$204K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
250New |
$18.7K - $23.1K
|
250
$30.5K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.43KNew |
$231K - $304K
|
3.43K
$418K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
767New |
$51.7K - $68K
|
767
$93.6K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
150New |
$10.1K - $13.3K
|
150
$18.3K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
3.54KNew |
$157K - $251K
|
3.54K
$432K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.67KNew |
$73.7K - $118K
|
1.67K
$203K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
604New |
$26.7K - $42.8K
|
604
$73.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
435New |
$19.2K - $30.8K
|
435
$53.1K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$840 - $1.35K
|
19
$2.32K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
274New |
$14.2K - $18.9K
|
274
$33.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
144New |
$7.46K - $9.95K
|
144
$17.6K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
52.5K+ 111.7% |
$2.6M - $4.71M
|
99.5K
$12.1M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
7+ 17.95% |
$347 - $628
|
46
$5.62K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
CALL |
10KNew |
$421K - $1.12M
|
10K
$1.22M
|
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
6.5KNew |
$274K - $729K
|
6.5K
$793K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
847New |
$35.7K - $95K
|
847
$103K
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
284+ 11.28% |
$12K - $31.9K
|
2.8K
$342K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
2.02KNew |
$198K - $241K
|
2.02K
$246K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.39KNew |
$137K - $167K
|
1.39K
$170K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42New |
$4.13K - $5.03K
|
42
$5.13K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
8.1KNew |
$762K - $851K
|
8.1K
$989K
|
|
|
Nov 12, 2019
Q3 2019
|
M&T Bank Corp
|
BUY
|
CALL |
9+ 900.0% |
$847 - $946
|
10
$1.22K
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.64K+ 12.49% |
$143K - $162K
|
14.8K
$1.8M
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1KNew |
$86.9K - $98.9K
|
1K
$122K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.24KNew |
$333K - $502K
|
4.24K
$517K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
174KNew |
$19M - $21.5M
|
174K
$21.3M
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
James Hambro & Partners
|
BUY
|
- |
120New |
$10.7K - $12.8K
|
120
$14.6K
|
|
|
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35+ 36.46% |
$3.14K - $3.74K
|
131
$16K
|
|
|
May 03, 2018
Q1 2018
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1New |
$89.6 - $107
|
1
$122
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
211New |
$19K - $21.5K
|
211
$25.8K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$24.4K
|
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
34New |
$2.75K - $3.12K
|
34
$4.15K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|
| Q4 2015 | |||||||
|
Oct 18, 2018
Q4 2015
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
1New |
N/A
|
1
$122
|
|