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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.87K+ 13.33% |
$555K - $641K
|
41.4K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.8K+ 486.73% |
$547K - $632K
|
5.79K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 5.38% |
$547K - $632K
|
94.1K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.8KNew |
$547K - $631K
|
4.8K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.72KNew |
$537K - $621K
|
4.72K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.69K+ 21.92% |
$534K - $616K
|
26.1K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
4.45K+ 2.86% |
$507K - $585K
|
160K
$20M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.43K+ 10.36% |
$504K - $582K
|
47.1K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 22.58% |
$495K - $572K
|
23.6K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.3KNew |
$489K - $565K
|
4.3K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.24K+ 2.13% |
$483K - $558K
|
204K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.23K+ 18.53% |
$482K - $556K
|
27K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
4.2K+ 21.32% |
$479K - $553K
|
23.9K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.12K+ 9.09% |
$470K - $542K
|
49.5K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.11K+ 1.81% |
$468K - $540K
|
230K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
4.1K+ 29.71% |
$467K - $539K
|
17.9K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.05K+ 2.14% |
$461K - $532K
|
193K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.02KNew |
$458K - $529K
|
4.02K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.01K+ 13.42% |
$457K - $528K
|
33.9K
$4.25M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4K+ 6.73% |
$456K - $526K
|
63.4K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.93K+ 31.59% |
$447K - $516K
|
16.4K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.85K+ 31.92% |
$439K - $506K
|
15.9K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.84KNew |
$437K - $505K
|
3.84K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.79KNew |
$432K - $499K
|
3.79K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 5.52% |
$430K - $496K
|
72.1K
$9.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.74K+ 10.47% |
$426K - $491K
|
39.4K
$4.93M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.73KNew |
$424K - $490K
|
3.73K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.64KNew |
$414K - $479K
|
3.64K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.6KNew |
$410K - $473K
|
3.6K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.59K+ 8.21% |
$409K - $472K
|
47.3K
$5.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 9.71% |
$409K - $472K
|
40.6K
$5.08M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.59K+ 55.58% |
$409K - $472K
|
10K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.57K+ 3.71% |
$406K - $469K
|
99.6K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.46K+ 150.89% |
$395K - $456K
|
5.76K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.43K+ 51.73% |
$391K - $451K
|
10.1K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 12.89% |
$391K - $451K
|
30.1K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.33K+ 10.24% |
$380K - $438K
|
35.9K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.31K+ 3.09% |
$377K - $435K
|
110K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 10.34% |
$376K - $434K
|
35.2K
$4.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.23K+ 30.89% |
$368K - $425K
|
13.7K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.2K+ 28.67% |
$365K - $421K
|
14.4K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.13KNew |
$357K - $412K
|
3.13K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.1KNew |
$353K - $408K
|
3.1K
$388K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 113.23% |
$353K - $408K
|
5.83K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.08K+ 11.1% |
$351K - $405K
|
30.8K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.02K+ 11.08% |
$344K - $397K
|
30.2K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.01KNew |
$343K - $396K
|
3.01K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3K+ 11.94% |
$342K - $395K
|
28.2K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 8.63% |
$342K - $395K
|
37.8K
$4.73M
|