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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.2KNew |
$2.23M - $2.81M
|
20.2K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
17.1KNew |
$1.89M - $2.38M
|
17.1K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.75M - $2.2M
|
15.8K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.3K+ 47.67% |
$1.25M - $1.58M
|
35.1K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$1.11M - $1.4M
|
10.1K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.09KNew |
$1M - $1.26M
|
9.09K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.61KNew |
$840K - $1.06M
|
7.61K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
7.16KNew |
$790K - $994K
|
7.16K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.68KNew |
$737K - $928K
|
6.68K
$877K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.47KNew |
$713K - $898K
|
6.47K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.64KNew |
$623K - $784K
|
5.64K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.17KNew |
$571K - $719K
|
5.17K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.05KNew |
$558K - $702K
|
5.05K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$552K - $695K
|
5K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5KNew |
$551K - $694K
|
5K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.71KNew |
$519K - $654K
|
4.71K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$422K - $532K
|
3.83K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.54K+ 204.68% |
$391K - $492K
|
5.27K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.6KNew |
$287K - $361K
|
2.6K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.27KNew |
$251K - $316K
|
2.27K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.02KNew |
$223K - $281K
|
2.02K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.92KNew |
$212K - $267K
|
1.92K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.91KNew |
$211K - $265K
|
1.91K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.83K+ 64.71% |
$202K - $254K
|
4.65K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8KNew |
$199K - $250K
|
1.8K
$236K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$198K - $250K
|
1.8K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$195K - $245K
|
1.77K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65K+ 8.7% |
$182K - $229K
|
20.6K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$172K - $217K
|
1.56K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.35KNew |
$149K - $188K
|
1.35K
$178K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.14K+ 47.49% |
$125K - $158K
|
3.53K
$463K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.01KNew |
$112K - $140K
|
1.01K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1KNew |
$110K - $139K
|
1K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
956+ 41.46% |
$105K - $133K
|
3.26K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
870New |
$96K - $121K
|
870
$114K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
747+ 1.79% |
$82.4K - $104K
|
42.4K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
700New |
$77.2K - $97.3K
|
700
$91.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
669+ 26.19% |
$73.8K - $92.9K
|
3.22K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
603New |
$66.5K - $83.8K
|
603
$79.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600New |
$66.2K - $83.4K
|
600
$78.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
500New |
$55.2K - $69.5K
|
500
$65.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
481New |
$53.1K - $66.8K
|
481
$63.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$50.2K - $63.2K
|
455
$59.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$46.1K - $58.1K
|
418
$54.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
410New |
$45.2K - $57K
|
410
$53.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
361+ 222.84% |
$39.8K - $50.2K
|
523
$68.6K
|