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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
180K+ 580.45% |
$19.9M - $25M
|
211K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
106K+ 122.2% |
$11.7M - $14.8M
|
194K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
60.8K+ 32.1% |
$6.71M - $8.45M
|
250K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43.6K+ 22.41% |
$4.81M - $6.06M
|
238K
$29M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
33.3K+ 25.68% |
$3.67M - $4.62M
|
163K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
32K+ 91.43% |
$3.53M - $4.45M
|
67K
$8.16M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
26.6KNew |
$2.94M - $3.7M
|
26.6K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7K+ 33.64% |
$2.51M - $3.16M
|
90.3K
$11M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20KNew |
$2.21M - $2.78M
|
20K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12.6KNew |
$1.39M - $1.75M
|
12.6K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
12.3K+ 50.03% |
$1.36M - $1.71M
|
37K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.1K+ 56.09% |
$1.34M - $1.69M
|
33.8K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12.1KNew |
$1.34M - $1.69M
|
12.1K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.3K+ 47.67% |
$1.25M - $1.58M
|
35.1K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
10.4KNew |
$1.15M - $1.45M
|
10.4K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$1.11M - $1.4M
|
10.1K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9.41K+ 33.5% |
$1.04M - $1.31M
|
37.5K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.8K+ 3.55% |
$971K - $1.22M
|
257K
$31.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.56KNew |
$834K - $1.05M
|
7.56K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.54K+ 10.01% |
$831K - $1.05M
|
82.8K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.21K+ 238.48% |
$796K - $1M
|
10.2K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
7.04K+ 46.48% |
$777K - $978K
|
22.2K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.04KNew |
$776K - $978K
|
7.04K
$857K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.56KNew |
$724K - $912K
|
6.56K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.47KNew |
$713K - $898K
|
6.47K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.44K+ 36.21% |
$711K - $895K
|
24.2K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07K+ 14.17% |
$670K - $843K
|
48.9K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.57KNew |
$614K - $774K
|
5.57K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.84K+ 22.69% |
$535K - $673K
|
26.2K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.42K+ 26.56% |
$488K - $614K
|
21.1K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.23K+ 4.96% |
$466K - $587K
|
89.5K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.2K+ 100.86% |
$464K - $584K
|
8.37K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.16K+ 109.1% |
$459K - $578K
|
7.97K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 8.9% |
$431K - $543K
|
47.8K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.53K+ 16.62% |
$390K - $491K
|
24.8K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.34KNew |
$368K - $464K
|
3.34K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$360K - $453K
|
3.26K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$331K - $417K
|
3K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.96K+ 19.66% |
$327K - $411K
|
18K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 14.0% |
$305K - $385K
|
22.5K
$2.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.65K+ 27.14% |
$292K - $368K
|
12.4K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 15.81% |
$254K - $320K
|
16.9K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.27KNew |
$251K - $316K
|
2.27K
$277K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.06K+ 110.9% |
$227K - $286K
|
3.91K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.02K+ 28.93% |
$222K - $280K
|
8.98K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.97K+ 27.96% |
$217K - $273K
|
9.01K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.86K+ 6.95% |
$205K - $258K
|
28.6K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8KNew |
$199K - $250K
|
1.8K
$219K
|