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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
495+ 46.22% |
$61.9K - $72.8K
|
1.57K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
486+ 1.94% |
$60.8K - $71.5K
|
25.5K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
481+ 4.42% |
$60.1K - $70.8K
|
11.4K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
470+ 1.1% |
$58.8K - $69.2K
|
43K
$5.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
465+ 7.07% |
$58.1K - $68.4K
|
7.04K
$859K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$56.3K - $66.2K
|
450
$54.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
446+ 13.25% |
$55.8K - $65.6K
|
3.81K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
445+ 7.48% |
$55.6K - $65.5K
|
6.39K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
444+ 36.51% |
$55.5K - $65.3K
|
1.66K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
436New |
$54.5K - $64.2K
|
436
$53.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
425+ 2.62% |
$53.1K - $62.5K
|
16.6K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
415+ 16.97% |
$51.9K - $61.1K
|
2.86K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
398+ 1.78% |
$49.8K - $58.6K
|
22.8K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
389New |
$48.6K - $57.2K
|
389
$47.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
387+ 35.12% |
$48.4K - $57K
|
1.49K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
381+ 8.54% |
$47.6K - $56.1K
|
4.84K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
378+ 7.17% |
$47.3K - $55.6K
|
5.65K
$690K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 6.89% |
$46.8K - $55K
|
5.8K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
373+ 132.27% |
$46.6K - $54.9K
|
655
$80K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
363+ 0.23% |
$45.4K - $53.4K
|
159K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
363+ 25.26% |
$45.4K - $53.4K
|
1.8K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
354+ 4.66% |
$44.3K - $52.1K
|
7.96K
$971K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
346+ 1.65% |
$43.3K - $50.9K
|
21.4K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
344+ 1.37% |
$43K - $50.6K
|
25.4K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
330+ 9.97% |
$41.3K - $48.6K
|
3.64K
$444K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322+ 16.1% |
$40.3K - $47.4K
|
2.32K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
307+ 64.09% |
$38.4K - $45.2K
|
786
$95.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
306+ 0.88% |
$38.3K - $45K
|
35K
$4.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 5.86% |
$37.5K - $44.2K
|
5.42K
$661K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
291+ 5.02% |
$36.4K - $42.8K
|
6.09K
$743K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
289+ 14.49% |
$36.1K - $42.5K
|
2.28K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
286+ 2.72% |
$35.8K - $42.1K
|
10.8K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
279+ 18.28% |
$34.9K - $41.1K
|
1.81K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
265+ 1.85% |
$33.1K - $39K
|
14.6K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
263+ 75.36% |
$32.9K - $38.7K
|
612
$74.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
255+ 13.57% |
$31.9K - $37.5K
|
2.13K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
247+ 12.37% |
$30.9K - $36.4K
|
2.24K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
246+ 0.58% |
$30.8K - $36.2K
|
42.8K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
240+ 4.94% |
$30K - $35.3K
|
5.1K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
232+ 1.55% |
$29K - $34.1K
|
15.2K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
229New |
$28.6K - $33.7K
|
229
$28K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
228+ 0.98% |
$28.5K - $33.6K
|
23.5K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 0.6% |
$28K - $33K
|
37.6K
$4.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
224+ 11.05% |
$28K - $33K
|
2.25K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
216+ 7.2% |
$27K - $31.8K
|
3.22K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210+ 34.15% |
$26.3K - $30.9K
|
825
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
206+ 3.56% |
$25.8K - $30.3K
|
5.99K
$732K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
203+ 3.05% |
$25.4K - $29.9K
|
6.87K
$838K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
202+ 8.34% |
$25.3K - $29.7K
|
2.62K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$25K - $29.4K
|
200
$24.4K
|