Latest Institutional Purchases of Phillips 66 (PSX)

PSX Quotes by TradingView

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
Feb 14, 2023 Q4 2022
Distillate Capital Partners LLC

BUY
 -
117
New
$9.9K - $13.1K
117 $12.2K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
108
New
$9.13K - $12.1K
108 $11.2K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
100
New
$8.46K - $11.2K
100 $10.4K
Jan 24, 2023 Q4 2022
Hnp Capital LLC

BUY
 -
100
+ 2.83%
$8.46K - $11.2K
3.63K $378K
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
93
New
$7.87K - $10.4K
93 $9.68K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
74
New
$6.26K - $8.31K
74 $7.7K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
50
New
$4.23K - $5.62K
50 $5.2K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
50
+ 0.92%
$4.23K - $5.62K
5.48K $570K
Jan 18, 2023 Q4 2022
Marshall & Sullivan Inc

BUY
 -
50
New
$4.23K - $5.62K
50 $5.2K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
49
New
$4.14K - $5.5K
49 $5.1K
Feb 06, 2023 Q4 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
20
New
$1.69K - $2.25K
20 $2.08K
Jan 23, 2023 Q4 2022
Inlet Private Wealth, LLC

BUY
 -
19
+ 0.37%
$1.61K - $2.13K
5.16K $537K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
18
New
$1.52K - $2.02K
18 $1.87K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
8
+ 0.17%
$677 - $898
4.85K $505K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
5
New
$423 - $562
5 $520
Feb 14, 2023 Q4 2022
Win Advisors, Inc

BUY
 -
4
+ 1.83%
$338 - $449
222 $23.1K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
2
+ 0.22%
$169 - $225
899 $93.5K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2
New
$169 - $225
2 $208
Feb 07, 2023 Q4 2022
Gamble Jones Investment Counsel

BUY
 -
2
+ 0.06%
$169 - $225
3.33K $347K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
1
+ 0.46%
$84.6 - $112
220 $22.9K
Q3 2022
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
22.4K
New
$1.66M - $2.1M
22.4K $2.33M
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 PUT
13.3K
+ 316.67%
$986K - $1.24M
17.5K $1.82M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
11.6K
+ 16.57%
$857K - $1.08M
81.3K $8.46M
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.51K
New
$631K - $796K
8.51K $886K
Nov 08, 2022 Q3 2022
Meridian Management CO

BUY
 -
6.35K
New
$471K - $594K
6.35K $661K
Nov 14, 2022 Q3 2022
Shay Capital LLC

New York, NY
BUY
 -
6.16K
+ 163.39%
$457K - $577K
9.94K $1.03M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
5.96K
+ 1.01%
$442K - $557K
598K $62.2M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
5.31K
New
$394K - $497K
5.31K $553K
Oct 21, 2022 Q3 2022
Asset Management Corp

BUY
 -
5.2K
New
$386K - $486K
5.2K $541K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
4.02K
New
$298K - $376K
4.02K $418K
Nov 14, 2022 Q3 2022
Hap Trading, LLC

New York, NY
BUY
 -
3.62K
+ 23.77%
$268K - $338K
18.8K $1.96M
Nov 10, 2022 Q3 2022
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
3.61K
+ 125.35%
$268K - $338K
6.49K $675K
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
2.79K
New
$207K - $261K
2.79K $290K
Nov 14, 2022 Q3 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
2.36K
New
$175K - $221K
2.36K $246K
Oct 18, 2022 Q3 2022
Pendal Group LTD

BUY
 -
1.98K
+ 63.74%
$147K - $185K
5.08K $528K
Nov 14, 2022 Q3 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
1.84K
New
$137K - $172K
1.84K $192K
Nov 07, 2022 Q3 2022
Advanced Research Investment Solutions, LLC

BUY
 -
942
New
$69.9K - $88.1K
942 $98K
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
680
+ 25.23%
$50.4K - $63.6K
3.38K $351K
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
663
New
$49.2K - $62K
663 $69K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
638
+ 5.3%
$47.3K - $59.7K
12.7K $1.32M
Oct 27, 2022 Q3 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
626
+ 4471.43%
$46.4K - $58.6K
640 $66.6K
Oct 14, 2022 Q3 2022
Corsicana & Co.

BUY
 -
615
+ 8.23%
$45.6K - $57.5K
8.09K $842K
Nov 14, 2022 Q3 2022
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
411
New
$30.5K - $38.5K
411 $42.8K
Nov 09, 2022 Q3 2022
Opseu Pension Plan Trust Fund

Toronto, A6
BUY
 -
380
+ 2.19%
$28.2K - $35.6K
17.7K $1.85M
Oct 13, 2022 Q3 2022
Centerpoint Advisors, LLC

BUY
 -
300
New
$22.2K - $28.1K
300 $31.2K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
193
+ 0.87%
$14.3K - $18.1K
22.4K $2.33M
Nov 09, 2022 Q3 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
187
+ 1100.0%
$13.9K - $17.5K
204 $21.2K
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

BUY
 -
110
+ 3.26%
$8.16K - $10.3K
3.49K $363K
Oct 06, 2022 Q3 2022
Founders Capital Management

BUY
 -
76
+ 54.68%
$5.64K - $7.11K
215 $22.4K

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