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 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
726+ 35.43% |
$82.7K - $95.5K
|
2.78K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
726+ 0.21% |
$82.7K - $95.5K
|
350K
$45.7M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
718+ 8.79% |
$81.8K - $94.5K
|
8.89K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
716+ 5.96% |
$81.6K - $94.2K
|
12.7K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
699+ 18.39% |
$79.6K - $92K
|
4.5K
$587K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
689+ 12.41% |
$78.5K - $90.6K
|
6.24K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
687+ 9.6% |
$78.3K - $90.4K
|
7.84K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
687+ 5.95% |
$78.3K - $90.4K
|
12.2K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
671+ 6.92% |
$76.4K - $88.3K
|
10.4K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
647New |
$73.7K - $85.1K
|
647
$84.4K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
645+ 16.48% |
$73.5K - $84.8K
|
4.56K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
644+ 14.28% |
$73.4K - $84.7K
|
5.15K
$673K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
628+ 4.18% |
$71.5K - $82.6K
|
15.7K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
628+ 17.33% |
$71.5K - $82.6K
|
4.25K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
625+ 14.78% |
$71.2K - $82.2K
|
4.85K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
619+ 5.26% |
$70.5K - $81.4K
|
12.4K
$1.62M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
612New |
$69.7K - $80.5K
|
612
$79.9K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
609+ 11.06% |
$69.4K - $80.1K
|
6.12K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
608+ 4.38% |
$69.3K - $80K
|
14.5K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$68.9K - $79.6K
|
605
$79K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
600+ 8.45% |
$68.4K - $78.9K
|
7.7K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$68.4K - $78.9K
|
600
$78.3K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 24.66% |
$66.8K - $77.1K
|
2.96K
$387K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
584New |
$66.5K - $76.8K
|
584
$76.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
563+ 0.96% |
$64.1K - $74.1K
|
59.2K
$7.73M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
561+ 18.86% |
$63.9K - $73.8K
|
3.54K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
557+ 1.69% |
$63.5K - $73.3K
|
33.5K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
555+ 0.99% |
$63.2K - $73K
|
56.5K
$7.38M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
552+ 18.16% |
$62.9K - $72.6K
|
3.59K
$469K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
547New |
$62.3K - $72K
|
547
$71.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
547+ 31.04% |
$62.3K - $72K
|
2.31K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
546New |
$62.2K - $71.8K
|
546
$71.3K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
534+ 11.16% |
$60.8K - $70.2K
|
5.32K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
526+ 10.66% |
$59.9K - $69.2K
|
5.46K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 5.48% |
$59.8K - $69.1K
|
10.1K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
517New |
$58.9K - $68K
|
517
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
516+ 10.98% |
$58.8K - $67.9K
|
5.22K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
513+ 7.81% |
$58.4K - $67.5K
|
7.08K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
507+ 0.21% |
$57.8K - $66.7K
|
244K
$31.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
505+ 17.65% |
$57.5K - $66.4K
|
3.37K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500+ 2.99% |
$57K - $65.8K
|
17.2K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
480+ 2.41% |
$54.7K - $63.1K
|
20.4K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
476+ 13.91% |
$54.2K - $62.6K
|
3.9K
$509K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
474New |
$54K - $62.4K
|
474
$61.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
465+ 0.76% |
$53K - $61.2K
|
61.4K
$8.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
457+ 13.94% |
$52.1K - $60.1K
|
3.74K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 14.84% |
$51.6K - $59.6K
|
3.51K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
450+ 17.81% |
$51.3K - $59.2K
|
2.98K
$388K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
447+ 1.58% |
$50.9K - $58.8K
|
28.7K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
444+ 3.41% |
$50.6K - $58.4K
|
13.5K
$1.76M
|