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 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.33K+ 185.22% |
$166K - $195K
|
2.05K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.33K+ 2.87% |
$166K - $195K
|
47.5K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.3K+ 14.19% |
$163K - $191K
|
10.5K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 4.4% |
$162K - $191K
|
30.7K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.29K+ 28.17% |
$162K - $190K
|
5.89K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.26K+ 2.25% |
$158K - $186K
|
57.4K
$6.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.26K+ 10.6% |
$158K - $186K
|
13.2K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.23K+ 9.17% |
$154K - $181K
|
14.6K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$150K - $177K
|
1.2K
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.2KNew |
$150K - $177K
|
1.2K
$139K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.2K+ 27.52% |
$149K - $176K
|
5.54K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.18K+ 2.49% |
$148K - $174K
|
48.7K
$5.65M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 41.0% |
$146K - $172K
|
4.03K
$466K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.15K+ 60.02% |
$144K - $169K
|
3.07K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 3.64% |
$143K - $168K
|
32.6K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 2.59% |
$143K - $168K
|
45.2K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.13K+ 14.74% |
$141K - $166K
|
8.79K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 43.91% |
$141K - $166K
|
3.7K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$137K - $161K
|
1.09K
$127K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.07K+ 14.8% |
$134K - $158K
|
8.33K
$965K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$131K - $155K
|
1.05K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.04K+ 2.01% |
$130K - $153K
|
52.6K
$6.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.04K+ 0.46% |
$129K - $152K
|
227K
$26.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01K+ 22.69% |
$127K - $149K
|
5.48K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$127K - $149K
|
19.8K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 45.19% |
$126K - $149K
|
3.25K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.01K+ 57.17% |
$126K - $148K
|
2.76K
$320K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1K+ 17.73% |
$125K - $147K
|
6.65K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
1K+ 13.51% |
$125K - $147K
|
8.4K
$973K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
991+ 5.11% |
$124K - $146K
|
20.4K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
965+ 4.32% |
$121K - $142K
|
23.3K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
958+ 3.05% |
$120K - $141K
|
32.4K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
957+ 0.07% |
$120K - $141K
|
1.32M
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
949+ 17.98% |
$119K - $140K
|
6.23K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
944+ 0.87% |
$118K - $139K
|
109K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
940+ 5.27% |
$118K - $138K
|
18.8K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
939+ 1.84% |
$117K - $138K
|
52K
$6.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
931+ 30.24% |
$116K - $137K
|
4.01K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
913+ 0.83% |
$114K - $134K
|
111K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
910+ 7.21% |
$114K - $134K
|
13.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
900New |
$113K - $132K
|
900
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
898+ 1.73% |
$112K - $132K
|
52.9K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
889+ 14.75% |
$111K - $131K
|
6.92K
$801K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
885+ 11.35% |
$111K - $130K
|
8.68K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
877+ 1.18% |
$110K - $129K
|
75.3K
$8.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
874+ 1.6% |
$109K - $129K
|
55.6K
$6.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
865+ 4.39% |
$108K - $127K
|
20.6K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
839+ 4.11% |
$105K - $123K
|
21.2K
$2.46M
|