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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
42.1KNew |
$3.17M - $3.93M
|
42.1K
$4.47M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.17KNew |
$615K - $761K
|
8.17K
$866K
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
BUY
|
- |
6.25KNew |
$471K - $583K
|
6.25K
$663K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4KNew |
$301K - $372K
|
4K
$423K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
225New |
$17K - $21K
|
225
$23.9K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
210New |
$15.8K - $19.6K
|
210
$22.3K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 1.78% |
$7.53K - $9.32K
|
5.7K
$605K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.27% |
$75.3 - $93.2
|
80
$8.48K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
271KNew |
$18.6M - $22.7M
|
271K
$28.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$744K - $907K
|
10.8K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Hikari Power LTD
|
BUY
|
- |
6.41K+ 3.49% |
$440K - $537K
|
190K
$20.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
5.5KNew |
$378K - $461K
|
5.5K
$583K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1.64K+ 22.6% |
$113K - $137K
|
8.9K
$944K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1KNew |
$68.7K - $83.7K
|
1K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
900+ 17.48% |
$61.8K - $75.4K
|
6.05K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
104New |
$7.14K - $8.71K
|
104
$11K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.87K - $8.37K
|
100
$10.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.87K - $8.37K
|
100
$10.6K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
71+ 1.93% |
$4.88K - $5.94K
|
3.76K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.53K - $5.53K
|
66
$7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$2.95K - $3.6K
|
43
$4.56K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$684K - $936K
|
10.6K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
3K+ 31.25% |
$193K - $264K
|
12.6K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
417New |
$26.8K - $36.7K
|
417
$44.2K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
38.1KNew |
$2.86M - $3.53M
|
38.1K
$4.04M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.3KNew |
$997K - $1.23M
|
13.3K
$1.41M
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.55KNew |
$191K - $236K
|
2.55K
$271K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$101K - $125K
|
1.35K
$143K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
250New |
$18.7K - $23.1K
|
250
$26.5K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.43KNew |
$231K - $304K
|
3.43K
$363K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
767New |
$51.7K - $68K
|
767
$81.3K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
150New |
$10.1K - $13.3K
|
150
$15.9K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
3.54KNew |
$157K - $251K
|
3.54K
$375K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.67KNew |
$73.7K - $118K
|
1.67K
$177K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
604New |
$26.7K - $42.8K
|
604
$64K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
435New |
$19.2K - $30.8K
|
435
$46.1K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$840 - $1.35K
|
19
$2.01K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
274New |
$14.2K - $18.9K
|
274
$29K
|
|
|
Nov 12, 2020
Q3 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
144New |
$7.46K - $9.95K
|
144
$15.3K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
52.5K+ 111.7% |
$2.6M - $4.71M
|
99.5K
$10.5M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
7+ 17.95% |
$347 - $628
|
46
$4.88K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
CALL |
10KNew |
$421K - $1.12M
|
10K
$1.06M
|
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
6.5KNew |
$274K - $729K
|
6.5K
$689K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
847New |
$35.7K - $95K
|
847
$89.8K
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
284+ 11.28% |
$12K - $31.9K
|
2.8K
$297K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.39KNew |
$137K - $167K
|
1.39K
$148K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42New |
$4.13K - $5.03K
|
42
$4.45K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
8.1KNew |
$762K - $851K
|
8.1K
$859K
|
|
|
Nov 12, 2019
Q3 2019
|
M&T Bank Corp
|
BUY
|
CALL |
9+ 900.0% |
$847 - $946
|
10
$1.06K
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.64K+ 12.49% |
$143K - $162K
|
14.8K
$1.57M
|
|