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 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
54+ 1.39% |
$6.15K - $7.1K
|
3.94K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 1.29% |
$6.15K - $7.1K
|
4.23K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 1.59% |
$5.92K - $6.84K
|
3.33K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
51+ 0.39% |
$5.81K - $6.71K
|
13.2K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
51+ 0.62% |
$5.81K - $6.71K
|
8.29K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.71% |
$5.7K - $6.58K
|
7.13K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$5.7K - $6.58K
|
16.3K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.31% |
$5.58K - $6.45K
|
3.79K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
49+ 1.62% |
$5.58K - $6.45K
|
3.07K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47+ 0.76% |
$5.35K - $6.18K
|
6.2K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 22.17% |
$5.35K - $6.18K
|
259
$32.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 2.4% |
$5.24K - $6.05K
|
1.96K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45+ 195.65% |
$5.13K - $5.92K
|
68
$8.51K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
44+ 0.85% |
$5.01K - $5.79K
|
5.2K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
41+ 0.96% |
$4.67K - $5.39K
|
4.32K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 0.59% |
$4.56K - $5.26K
|
6.88K
$861K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
39+ 0.64% |
$4.44K - $5.13K
|
6.16K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.1% |
$4.33K - $5K
|
1.85K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 2.09% |
$4.33K - $5K
|
1.86K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 1.25% |
$4.33K - $5K
|
3.09K
$386K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$4.22K - $4.87K
|
37
$4.63K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
37+ 411.11% |
$4.22K - $4.87K
|
46
$5.76K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.04% |
$4.22K - $4.87K
|
3.61K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 18.32% |
$4.22K - $4.87K
|
239
$29.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 366.67% |
$3.76K - $4.34K
|
42
$5.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.48% |
$3.76K - $4.34K
|
6.9K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
32+ 0.42% |
$3.65K - $4.21K
|
7.68K
$961K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.66% |
$3.65K - $4.21K
|
4.86K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 14.55% |
$3.65K - $4.21K
|
252
$31.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$3.88K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 0.86% |
$3.53K - $4.08K
|
3.64K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
30+ 0.31% |
$3.42K - $3.95K
|
9.71K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.68K
|
12.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
27+ 168.75% |
$3.08K - $3.55K
|
43
$5.38K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
27+ 24.77% |
$3.08K - $3.55K
|
136
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
27+ 0.89% |
$3.08K - $3.55K
|
3.06K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27+ 0.61% |
$3.08K - $3.55K
|
4.45K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$2.96K - $3.42K
|
2.96K
$371K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25+ 9.09% |
$2.85K - $3.29K
|
300
$37.6K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.5% |
$2.85K - $3.29K
|
4.98K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
25New |
$2.85K - $3.29K
|
25
$3.13K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
25+ 50.0% |
$2.85K - $3.29K
|
75
$9.39K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25+ 4.66% |
$2.85K - $3.29K
|
562
$70.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 1.03% |
$2.85K - $3.29K
|
2.46K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.73K - $3.16K
|
24
$3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 2.23% |
$2.73K - $3.16K
|
1.1K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
23+ 3.17% |
$2.62K - $3.03K
|
749
$93.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.17% |
$2.51K - $2.89K
|
13.1K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
22+ 0.92% |
$2.51K - $2.89K
|
2.41K
$302K
|