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 23, 2025
Q1 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
236K+ 170.48% |
$26.8M - $31M
|
374K
$39.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
95.7K+ 21.45% |
$10.9M - $12.6M
|
542K
$57.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
49.9K+ 219.4% |
$5.69M - $6.57M
|
72.7K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
38.1K+ 36.47% |
$4.35M - $5.02M
|
143K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 1.91% |
$3.76M - $4.34M
|
1.76M
$187M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.9K+ 51.99% |
$3.74M - $4.32M
|
96.1K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.8K+ 20.31% |
$3.06M - $3.53M
|
159K
$16.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
23.8K+ 3.11% |
$2.72M - $3.14M
|
789K
$83.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
20.4KNew |
$2.33M - $2.69M
|
20.4K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
20K+ 29.85% |
$2.28M - $2.63M
|
87K
$9.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
19.1K+ 1221.52% |
$2.17M - $2.51M
|
20.6K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
16.3K+ 6.79% |
$1.86M - $2.14M
|
256K
$27.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.9K+ 63.96% |
$1.81M - $2.09M
|
40.6K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
14.9K+ 8.84% |
$1.7M - $1.96M
|
183K
$19.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.4K+ 15.91% |
$1.64M - $1.89M
|
105K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.3K+ 20.8% |
$1.63M - $1.89M
|
83.3K
$8.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5K+ 2.6% |
$1.54M - $1.77M
|
531K
$56.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 2.31% |
$1.51M - $1.74M
|
587K
$62.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
12.3K+ 4.79% |
$1.4M - $1.62M
|
269K
$28.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.4K+ 6.51% |
$1.18M - $1.36M
|
169K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
10K+ 30.77% |
$1.14M - $1.32M
|
42.5K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.77K+ 4.1% |
$1.11M - $1.29M
|
248K
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 45.34% |
$1.07M - $1.23M
|
30.1K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.02K+ 37.23% |
$1.03M - $1.19M
|
33.3K
$3.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 1.76% |
$1.03M - $1.19M
|
520K
$55.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.01K+ 14.33% |
$1.03M - $1.18M
|
71.9K
$7.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
8.9K+ 10.35% |
$1.01M - $1.17M
|
94.9K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.19K+ 5.08% |
$819K - $946K
|
149K
$15.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.77K+ 23.71% |
$772K - $891K
|
35.3K
$3.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.91KNew |
$674K - $778K
|
5.91K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.76K+ 24.09% |
$656K - $758K
|
29.7K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.45K+ 37.21% |
$620K - $716K
|
20.1K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 65.62% |
$612K - $707K
|
13.6K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.36K+ 5.99% |
$611K - $706K
|
94.9K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.91KNew |
$559K - $645K
|
4.91K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.62K+ 11.2% |
$526K - $608K
|
45.9K
$4.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.43K+ 10.36% |
$504K - $582K
|
47.1K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.24K+ 2.13% |
$483K - $558K
|
204K
$21.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.74K+ 10.47% |
$426K - $491K
|
39.4K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.7K+ 37.93% |
$421K - $486K
|
13.4K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.59K+ 8.21% |
$409K - $472K
|
47.3K
$5.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 9.71% |
$409K - $472K
|
40.6K
$4.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 12.89% |
$391K - $451K
|
30.1K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.23K+ 30.89% |
$368K - $425K
|
13.7K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.13KNew |
$357K - $412K
|
3.13K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.01KNew |
$343K - $396K
|
3.01K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.5KNew |
$284K - $328K
|
2.5K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.36K+ 6.45% |
$269K - $311K
|
39K
$4.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35KNew |
$268K - $309K
|
2.35K
$249K
|