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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.78K+ 42.21% |
$202K - $234K
|
5.98K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$201K - $232K
|
1.77K
$221K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.75KNew |
$200K - $231K
|
1.75K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.75KNew |
$199K - $230K
|
1.75K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$199K - $230K
|
1.75K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$218K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.73KNew |
$197K - $228K
|
1.73K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.72KNew |
$196K - $226K
|
1.72K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$194K - $225K
|
1.71K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.7KNew |
$194K - $224K
|
1.7K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$212K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.69KNew |
$193K - $223K
|
1.69K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$192K - $222K
|
1.69K
$211K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.67KNew |
$191K - $220K
|
1.67K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.67K+ 8.08% |
$190K - $220K
|
22.3K
$2.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.66KNew |
$190K - $219K
|
1.66K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.64KNew |
$187K - $216K
|
1.64K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.64KNew |
$187K - $216K
|
1.64K
$205K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.59K+ 37.37% |
$181K - $209K
|
5.83K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 1.48% |
$179K - $207K
|
107K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57K+ 61.41% |
$179K - $207K
|
4.13K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.57K+ 12.21% |
$179K - $206K
|
14.4K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 3.89% |
$173K - $200K
|
40.6K
$5.09M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 15.27% |
$173K - $200K
|
11.4K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.5KNew |
$171K - $197K
|
1.5K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 42.86% |
$171K - $197K
|
5K
$626K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 4.52% |
$166K - $191K
|
33.6K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.45K+ 3.4% |
$165K - $190K
|
43.9K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.52% |
$163K - $189K
|
95.6K
$12M
|