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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
121New |
$13.8K - $15.9K
|
121
$15.9K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
106New |
$12.1K - $13.9K
|
106
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11.4K - $13.2K
|
100
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
100+ 4.99% |
$11.4K - $13.2K
|
2.11K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
92New |
$10.5K - $12.1K
|
92
$12.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
66New |
$7.52K - $8.68K
|
66
$8.66K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$7.06K - $8.16K
|
62
$8.13K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 310.0% |
$7.06K - $8.16K
|
82
$10.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 1.29% |
$6.15K - $7.1K
|
4.23K
$555K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 1.59% |
$5.92K - $6.84K
|
3.33K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.71% |
$5.7K - $6.58K
|
7.13K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45+ 195.65% |
$5.13K - $5.92K
|
68
$8.92K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 0.59% |
$4.56K - $5.26K
|
6.88K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.1% |
$4.33K - $5K
|
1.85K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 1.25% |
$4.33K - $5K
|
3.09K
$405K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
37+ 411.11% |
$4.22K - $4.87K
|
46
$6.03K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 366.67% |
$3.76K - $4.34K
|
42
$5.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$4.07K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.68K
|
12.2K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
27+ 168.75% |
$3.08K - $3.55K
|
43
$5.64K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25+ 9.09% |
$2.85K - $3.29K
|
300
$39.4K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.5% |
$2.85K - $3.29K
|
4.98K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
25New |
$2.85K - $3.29K
|
25
$3.28K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
25+ 50.0% |
$2.85K - $3.29K
|
75
$9.84K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25+ 4.66% |
$2.85K - $3.29K
|
562
$73.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.73K - $3.16K
|
24
$3.15K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 2.23% |
$2.73K - $3.16K
|
1.1K
$145K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 7.97% |
$2.28K - $2.63K
|
271
$35.5K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 2.6% |
$2.05K - $2.37K
|
710
$93.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 8.97% |
$1.48K - $1.71K
|
158
$20.7K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.45K
|
5.65K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$798 - $921
|
3.36K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$684 - $789
|
6
$787
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.38% |
$456 - $526
|
1.06K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $395
|
2.27K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$114 - $132
|
616
$80.8K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.05% |
$114 - $132
|
96
$12.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1+ 0.06% |
$114 - $132
|
1.63K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$114 - $132
|
272
$35.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
389KNew |
$42.9M - $54M
|
389K
$51M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
197KNew |
$21.7M - $27.4M
|
197K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
165KNew |
$18.3M - $23M
|
165K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
64.3K+ 43.81% |
$7.09M - $8.93M
|
211K
$27.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
43.3KNew |
$4.78M - $6.02M
|
43.3K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.1KNew |
$4.21M - $5.3M
|
38.1K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.4KNew |
$3.79M - $4.77M
|
34.4K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
26.7KNew |
$2.95M - $3.71M
|
26.7K
$3.51M
|
|