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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
518KNew |
$57.1M - $72M
|
518K
$63.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
180K+ 580.45% |
$19.9M - $25M
|
211K
$26M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
160K+ 192.43% |
$17.7M - $22.3M
|
244K
$30M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
147KNew |
$16.2M - $20.5M
|
147K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
119K+ 11.87% |
$13.1M - $16.5M
|
1.12M
$138M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
106K+ 122.2% |
$11.7M - $14.8M
|
194K
$23.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64.8K+ 502.43% |
$7.15M - $9M
|
77.7K
$9.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
60.8K+ 32.1% |
$6.71M - $8.45M
|
250K
$30.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43.6K+ 22.41% |
$4.81M - $6.06M
|
238K
$29.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
33.3K+ 25.68% |
$3.67M - $4.62M
|
163K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
32K+ 91.43% |
$3.53M - $4.45M
|
67K
$8.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
30.2KNew |
$3.34M - $4.2M
|
30.2K
$3.73M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
26.6KNew |
$2.94M - $3.7M
|
26.6K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7K+ 33.64% |
$2.51M - $3.16M
|
90.3K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.2KNew |
$2.23M - $2.81M
|
20.2K
$2.49M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20KNew |
$2.21M - $2.78M
|
20K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
15.5K+ 10.1% |
$1.71M - $2.15M
|
169K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
14.3K+ 145.03% |
$1.58M - $1.99M
|
24.2K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12.6KNew |
$1.39M - $1.75M
|
12.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
12.3K+ 50.03% |
$1.36M - $1.71M
|
37K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.1K+ 56.09% |
$1.34M - $1.69M
|
33.8K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12.1KNew |
$1.34M - $1.69M
|
12.1K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.3K+ 47.67% |
$1.25M - $1.58M
|
35.1K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
10.4KNew |
$1.15M - $1.45M
|
10.4K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$1.11M - $1.4M
|
10.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9.41K+ 33.5% |
$1.04M - $1.31M
|
37.5K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.12K+ 61.34% |
$1.01M - $1.27M
|
24K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.84K+ 71.31% |
$975K - $1.23M
|
21.2K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.8K+ 3.55% |
$971K - $1.22M
|
257K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
8.6K+ 46.74% |
$949K - $1.19M
|
27K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.52K+ 24.91% |
$940K - $1.18M
|
42.7K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.72K+ 137.15% |
$851K - $1.07M
|
13.3K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.56KNew |
$834K - $1.05M
|
7.56K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.54K+ 10.01% |
$831K - $1.05M
|
82.8K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.21K+ 238.48% |
$796K - $1M
|
10.2K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
7.04K+ 46.48% |
$777K - $978K
|
22.2K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.04KNew |
$776K - $978K
|
7.04K
$868K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
6.8K+ 133.11% |
$751K - $945K
|
11.9K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.71K+ 7.51% |
$740K - $932K
|
96.1K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.68KNew |
$737K - $928K
|
6.68K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.56KNew |
$724K - $912K
|
6.56K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.5K+ 36.96% |
$717K - $903K
|
24.1K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.47KNew |
$713K - $898K
|
6.47K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.44K+ 36.21% |
$711K - $895K
|
24.2K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07K+ 14.17% |
$670K - $843K
|
48.9K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.66KNew |
$624K - $786K
|
5.66K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.57KNew |
$614K - $774K
|
5.57K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.51K+ 6.2% |
$608K - $766K
|
94.4K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.07K+ 10.62% |
$560K - $705K
|
52.8K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
5.02KNew |
$554K - $698K
|
5.02K
$619K
|