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 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 18.06% |
$111K - $128K
|
6.37K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
839+ 8.89% |
$95.6K - $110K
|
10.3K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$94.4K - $109K
|
829
$109K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
828+ 13.73% |
$94.3K - $109K
|
6.86K
$900K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
801+ 1.13% |
$91.3K - $105K
|
71.9K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
772New |
$88K - $102K
|
772
$101K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
726+ 35.43% |
$82.7K - $95.5K
|
2.78K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
647New |
$73.7K - $85.1K
|
647
$84.9K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
628+ 4.18% |
$71.5K - $82.6K
|
15.7K
$2.05M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
612New |
$69.7K - $80.5K
|
612
$80.3K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$68.9K - $79.6K
|
605
$79.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$68.4K - $78.9K
|
600
$78.7K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
584New |
$66.5K - $76.8K
|
584
$76.6K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
547New |
$62.3K - $72K
|
547
$71.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
546New |
$62.2K - $71.8K
|
546
$71.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
474New |
$54K - $62.4K
|
474
$62.2K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 14.84% |
$51.6K - $59.6K
|
3.51K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
442+ 35.85% |
$50.4K - $58.1K
|
1.68K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
419+ 21.53% |
$47.7K - $55.1K
|
2.37K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$45.6K - $52.6K
|
400
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
394+ 77.1% |
$44.9K - $51.8K
|
905
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$50.5K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$37.6K - $43.4K
|
330
$43.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
300+ 9.13% |
$34.2K - $39.5K
|
3.59K
$471K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275New |
$31.3K - $36.2K
|
275
$36.1K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
262New |
$29.8K - $34.5K
|
262
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
250+ 7.16% |
$28.5K - $32.9K
|
3.74K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 10.63% |
$28.5K - $32.9K
|
2.6K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 3.79% |
$27.7K - $32K
|
6.66K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
238New |
$27.1K - $31.3K
|
238
$31.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$27K - $31.2K
|
237
$31.1K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
236+ 11.82% |
$26.9K - $31K
|
2.23K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
235+ 11.2% |
$26.8K - $30.9K
|
2.33K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230New |
$26.2K - $30.3K
|
230
$30.2K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
228+ 4.44% |
$26K - $30K
|
5.37K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
228+ 8.24% |
$26K - $30K
|
3K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
227+ 13.72% |
$25.9K - $29.9K
|
1.88K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221New |
$25.2K - $29.1K
|
221
$29K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
214+ 12.05% |
$24.4K - $28.2K
|
1.99K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
182+ 15.4% |
$20.7K - $23.9K
|
1.36K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
178+ 5.39% |
$20.3K - $23.4K
|
3.48K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
174+ 111.54% |
$19.8K - $22.9K
|
330
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
163New |
$18.6K - $21.4K
|
163
$21.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$21K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
156+ 0.52% |
$17.8K - $20.5K
|
30.2K
$3.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
154+ 5.88% |
$17.5K - $20.3K
|
2.77K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
146+ 146.0% |
$16.6K - $19.2K
|
246
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$267K
|