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 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
131+ 7.94% |
$14.5K - $18.2K
|
1.78K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
127New |
$14K - $17.6K
|
127
$15.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 12.75% |
$13.6K - $17.1K
|
1.09K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
120+ 2.53% |
$13.2K - $16.7K
|
4.87K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
120+ 0.5% |
$13.2K - $16.7K
|
24K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
117+ 4.6% |
$12.9K - $16.3K
|
2.66K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
114+ 1.72% |
$12.6K - $15.8K
|
6.74K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
111+ 83.46% |
$12.2K - $15.4K
|
244
$30K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
105+ 5.58% |
$11.6K - $14.6K
|
1.99K
$245K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
102+ 11.81% |
$11.3K - $14.2K
|
966
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
100+ 3.24% |
$11K - $13.9K
|
3.19K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
96+ 2.46% |
$10.6K - $13.3K
|
4.01K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
95+ 3.89% |
$10.5K - $13.2K
|
2.54K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
88+ 48.35% |
$9.71K - $12.2K
|
270
$33.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 0.91% |
$8.61K - $10.8K
|
8.67K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76+ 2.62% |
$8.39K - $10.6K
|
2.97K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
76+ 3.95% |
$8.39K - $10.6K
|
2K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
68+ 3.71% |
$7.5K - $9.45K
|
1.9K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 1.13% |
$7.17K - $9.03K
|
5.84K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
57+ 1.97% |
$6.29K - $7.92K
|
2.95K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$6.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
41+ 4.25% |
$4.52K - $5.7K
|
1.01K
$124K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 16.67% |
$4.19K - $5.28K
|
266
$32.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.86K - $4.86K
|
35
$4.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
33+ 1.19% |
$3.64K - $4.58K
|
2.81K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.26% |
$3.31K - $4.17K
|
11.4K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30+ 0.88% |
$3.31K - $4.17K
|
3.43K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29+ 0.89% |
$3.2K - $4.03K
|
3.28K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.2K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
25+ 1.15% |
$2.76K - $3.47K
|
2.2K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
24+ 0.62% |
$2.65K - $3.33K
|
3.87K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24+ 0.72% |
$2.65K - $3.33K
|
3.35K
$412K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 0.28% |
$2.54K - $3.2K
|
8.37K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
22+ 0.62% |
$2.43K - $3.06K
|
3.59K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.38% |
$2.32K - $2.92K
|
5.55K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.87% |
$2.21K - $2.78K
|
2.31K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 10.05% |
$2.21K - $2.78K
|
219
$27K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 0.04% |
$2.1K - $2.64K
|
48.8K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
19+ 0.39% |
$2.1K - $2.64K
|
4.84K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 0.13% |
$2.1K - $2.64K
|
15.2K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 20.0% |
$1.88K - $2.36K
|
102
$12.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.94% |
$1.88K - $2.36K
|
1.82K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.53% |
$1.66K - $2.08K
|
2.85K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.63% |
$1.66K - $2.08K
|
2.38K
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.7% |
$1.66K - $2.08K
|
2.17K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
14+ 0.17% |
$1.54K - $1.95K
|
8.32K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 0.87% |
$1.43K - $1.81K
|
1.5K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
12+ 0.5% |
$1.32K - $1.67K
|
2.43K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.32K - $1.67K
|
1.76K
$217K
|