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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.17K+ 41.71% |
$681K - $857K
|
21K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$673K - $847K
|
6.1K
$634K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07K+ 14.17% |
$670K - $843K
|
48.9K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6K+ 342.08% |
$662K - $834K
|
7.75K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 7.7% |
$649K - $817K
|
82.2K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.75K+ 51.94% |
$635K - $799K
|
16.8K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.64KNew |
$623K - $784K
|
5.64K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.23K+ 14.06% |
$577K - $727K
|
42.4K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.17KNew |
$571K - $719K
|
5.17K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.07K+ 10.62% |
$560K - $705K
|
52.8K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.05KNew |
$558K - $702K
|
5.05K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
5.02KNew |
$554K - $698K
|
5.02K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
5KNew |
$552K - $695K
|
5K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$552K - $695K
|
5K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5KNew |
$551K - $694K
|
5K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.88KNew |
$539K - $678K
|
4.88K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.84KNew |
$534K - $673K
|
4.84K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
4.8K+ 1200.0% |
$530K - $667K
|
5.2K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.71KNew |
$519K - $654K
|
4.71K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.66KNew |
$514K - $647K
|
4.66K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.64K+ 1.49% |
$512K - $644K
|
316K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
4.62KNew |
$509K - $641K
|
4.62K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$491K - $619K
|
4.45K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.35K+ 49.49% |
$480K - $605K
|
13.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.25K+ 41.54% |
$469K - $591K
|
14.5K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$467K - $588K
|
4.23K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.16K+ 109.1% |
$459K - $578K
|
7.97K
$830K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.16KNew |
$459K - $578K
|
4.16K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.14K+ 1.89% |
$457K - $575K
|
223K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4K+ 8.89% |
$441K - $556K
|
49K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 11.08% |
$431K - $542K
|
39.1K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$422K - $532K
|
3.83K
$398K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.67K+ 63.62% |
$405K - $510K
|
9.45K
$983K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.65K+ 25.78% |
$402K - $507K
|
17.8K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.54K+ 204.68% |
$391K - $492K
|
5.27K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
3.51KNew |
$387K - $488K
|
3.51K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.5K+ 222.57% |
$386K - $486K
|
5.07K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.43K+ 17.68% |
$378K - $476K
|
22.8K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.34K+ 11.44% |
$369K - $464K
|
32.5K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.33KNew |
$367K - $462K
|
3.33K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.31KNew |
$365K - $459K
|
3.31K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$360K - $453K
|
3.26K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12K+ 95.82% |
$344K - $433K
|
6.37K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.09K+ 4.96% |
$341K - $430K
|
65.4K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.06KNew |
$337K - $425K
|
3.06K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
3K+ 2.35% |
$331K - $417K
|
131K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.99K+ 19.58% |
$330K - $416K
|
18.3K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$306K
|