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 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
58+ 0.8% |
$7.25K - $8.54K
|
7.34K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57+ 43.18% |
$7.13K - $8.39K
|
189
$23.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
56+ 0.61% |
$7K - $8.24K
|
9.28K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
55+ 1.77% |
$6.88K - $8.09K
|
3.17K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
55+ 2.73% |
$6.88K - $8.09K
|
2.07K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
51+ 2.56% |
$6.38K - $7.51K
|
2.05K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$6.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
45+ 2.15% |
$5.63K - $6.62K
|
2.14K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40+ 1.52% |
$5K - $5.89K
|
2.66K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.56% |
$4.75K - $5.59K
|
6.79K
$828K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37+ 0.2% |
$4.63K - $5.45K
|
18.5K
$2.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
37+ 0.97% |
$4.63K - $5.45K
|
3.84K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 53.85% |
$4.38K - $5.15K
|
100
$12.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
31+ 1.28% |
$3.88K - $4.56K
|
2.46K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 1.84% |
$3.75K - $4.42K
|
1.66K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
26+ 0.82% |
$3.25K - $3.83K
|
3.22K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
26+ 21.67% |
$3.25K - $3.83K
|
146
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 1.26% |
$3K - $3.53K
|
1.93K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.33% |
$2.88K - $3.38K
|
714
$87.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.63K - $3.09K
|
2.57K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
21+ 1.27% |
$2.63K - $3.09K
|
1.67K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 5.75% |
$2.5K - $2.94K
|
368
$44.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.5K - $2.94K
|
3.98K
$486K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
19+ 0.3% |
$2.38K - $2.8K
|
6.28K
$766K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.43% |
$2.25K - $2.65K
|
4.25K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
16+ 0.55% |
$2K - $2.35K
|
2.9K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
15+ 0.76% |
$1.88K - $2.21K
|
1.99K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.55% |
$1.88K - $2.21K
|
2.73K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12+ 0.25% |
$1.5K - $1.77K
|
4.75K
$580K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.78% |
$1.5K - $1.77K
|
1.55K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
12+ 0.21% |
$1.5K - $1.77K
|
5.75K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 4.15% |
$1.38K - $1.62K
|
276
$33.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11+ 0.59% |
$1.38K - $1.62K
|
1.88K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.61% |
$1.38K - $1.62K
|
1.81K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.49% |
$1.25K - $1.47K
|
2.03K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.13K - $1.32K
|
9
$1.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.3% |
$1K - $1.18K
|
2.68K
$327K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.42% |
$1K - $1.18K
|
1.92K
$235K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
7+ 0.63% |
$875 - $1.03K
|
1.13K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.81% |
$750 - $883
|
746
$91.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 0.36% |
$750 - $883
|
1.67K
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
5+ 0.01% |
$625 - $736
|
45.6K
$5.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$500 - $589
|
688
$84K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.75% |
$500 - $589
|
539
$65.8K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$571K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$375 - $442
|
3.87K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$570K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.16K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$250 - $294
|
2.89K
$353K
|