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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
132+ 1.76% |
$15K - $17.4K
|
7.62K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
131+ 35.22% |
$14.9K - $17.2K
|
503
$63K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
131+ 0.38% |
$14.9K - $17.2K
|
35K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
124+ 33.33% |
$14.1K - $16.3K
|
496
$62.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 0.81% |
$14K - $16.2K
|
15.3K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121+ 0.33% |
$13.8K - $15.9K
|
36.5K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
121+ 1.52% |
$13.8K - $15.9K
|
8.09K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.14% |
$12.9K - $14.9K
|
82.9K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
112+ 6.0% |
$12.8K - $14.7K
|
1.98K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.18% |
$12.6K - $14.6K
|
5.21K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
108+ 3.44% |
$12.3K - $14.2K
|
3.25K
$406K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
108+ 1.26% |
$12.3K - $14.2K
|
8.65K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
107+ 0.62% |
$12.2K - $14.1K
|
17.3K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
106New |
$12.1K - $13.9K
|
106
$13.3K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 3.01% |
$11.5K - $13.3K
|
3.46K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11.4K - $13.2K
|
100
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
100+ 4.99% |
$11.4K - $13.2K
|
2.11K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$11.4K - $13.2K
|
100
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 2.09% |
$11.3K - $13K
|
4.83K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
99New |
$11.3K - $13K
|
99
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
98New |
$11.2K - $12.9K
|
98
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
96+ 7.15% |
$10.9K - $12.6K
|
1.44K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 4.63% |
$10.7K - $12.4K
|
2.13K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
92New |
$10.5K - $12.1K
|
92
$11.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
92+ 2.46% |
$10.5K - $12.1K
|
3.83K
$480K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 4.9% |
$10.3K - $11.8K
|
1.93K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 3.63% |
$10.3K - $11.8K
|
2.57K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 4.5% |
$10.3K - $11.8K
|
2.09K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
88+ 2.87% |
$10K - $11.6K
|
3.16K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 34.4% |
$9.8K - $11.3K
|
336
$42.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84+ 1.72% |
$9.57K - $11.1K
|
4.96K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
81+ 1.13% |
$9.23K - $10.7K
|
7.24K
$906K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
79+ 0.71% |
$9K - $10.4K
|
11.2K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
78New |
$8.89K - $10.3K
|
78
$9.76K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
75+ 1.72% |
$8.54K - $9.87K
|
4.45K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.88% |
$8.54K - $9.87K
|
4.06K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 3.7% |
$8.43K - $9.73K
|
2.07K
$260K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67New |
$7.63K - $8.81K
|
67
$8.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 2.01% |
$7.63K - $8.81K
|
3.41K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
66+ 1.7% |
$7.52K - $8.68K
|
3.94K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
66+ 0.98% |
$7.52K - $8.68K
|
6.83K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
66New |
$7.52K - $8.68K
|
66
$8.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.36% |
$7.29K - $8.42K
|
17.6K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$7.06K - $8.16K
|
62
$7.76K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 310.0% |
$7.06K - $8.16K
|
82
$10.3K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 2.63% |
$6.95K - $8.02K
|
2.38K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
59+ 1.39% |
$6.72K - $7.76K
|
4.29K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
58+ 118.37% |
$6.61K - $7.63K
|
107
$13.4K
|