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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
10.8KNew |
$913K - $1.21M
|
10.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
8.71K+ 3.48% |
$737K - $978K
|
259K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.6KNew |
$643K - $854K
|
7.6K
$992K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.1K+ 38.39% |
$600K - $797K
|
25.6K
$3.34M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.85KNew |
$494K - $657K
|
5.85K
$763K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.1KNew |
$262K - $348K
|
3.1K
$405K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.63K+ 37.36% |
$223K - $296K
|
9.68K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.43KNew |
$206K - $273K
|
2.43K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.4KNew |
$203K - $270K
|
2.4K
$313K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.12KNew |
$179K - $238K
|
2.12K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.09KNew |
$177K - $235K
|
2.09K
$273K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$132K - $175K
|
1.56K
$203K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.16KNew |
$98.2K - $130K
|
1.16K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$89.9K - $119K
|
1.06K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
767+ 123.11% |
$64.9K - $86.1K
|
1.39K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
574New |
$48.5K - $64.5K
|
574
$74.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
533New |
$45.1K - $59.9K
|
533
$69.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 5.94% |
$45K - $59.7K
|
9.5K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
468New |
$39.6K - $52.6K
|
468
$61.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
425+ 91.4% |
$35.9K - $47.7K
|
890
$116K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
400New |
$33.8K - $44.9K
|
400
$52.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
352New |
$29.8K - $39.5K
|
352
$45.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
312New |
$26.4K - $35K
|
312
$40.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
300New |
$25.4K - $33.7K
|
300
$39.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
285New |
$24.1K - $32K
|
285
$37.2K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
222New |
$18.8K - $24.9K
|
222
$29K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
220New |
$18.6K - $24.7K
|
220
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
214New |
$18.1K - $24K
|
214
$27.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
213New |
$18K - $23.9K
|
213
$27.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$16.9K - $22.5K
|
200
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
171+ 19.72% |
$14.5K - $19.2K
|
1.04K
$135K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
161New |
$13.6K - $18.1K
|
161
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
117New |
$9.9K - $13.1K
|
117
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
108New |
$9.13K - $12.1K
|
108
$14.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100New |
$8.46K - $11.2K
|
100
$13.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
100+ 2.83% |
$8.46K - $11.2K
|
3.63K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
93New |
$7.87K - $10.4K
|
93
$12.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
74New |
$6.26K - $8.31K
|
74
$9.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$6.53K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.92% |
$4.23K - $5.62K
|
5.48K
$715K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
49New |
$4.14K - $5.5K
|
49
$6.39K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
40New |
$3.38K - $4.49K
|
40
$5.22K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$1.69K - $2.25K
|
20
$2.61K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
19+ 0.37% |
$1.61K - $2.13K
|
5.16K
$674K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18New |
$1.52K - $2.02K
|
18
$2.35K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.17% |
$677 - $898
|
4.85K
$633K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$423 - $562
|
5
$653
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
4+ 1.83% |
$338 - $449
|
222
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.22% |
$169 - $225
|
899
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2New |
$169 - $225
|
2
$261
|