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 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
443+ 10.47% |
$50.5K - $58.3K
|
4.67K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
442+ 35.85% |
$50.4K - $58.1K
|
1.68K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
420+ 90.52% |
$47.9K - $55.3K
|
884
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
420+ 1.19% |
$47.9K - $55.3K
|
35.8K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
419+ 21.53% |
$47.7K - $55.1K
|
2.37K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
410+ 7.93% |
$46.7K - $53.9K
|
5.58K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
409+ 0.58% |
$46.6K - $53.8K
|
70.6K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
402+ 9.5% |
$45.8K - $52.9K
|
4.64K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$45.6K - $52.6K
|
400
$52.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
399+ 3.12% |
$45.5K - $52.5K
|
13.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
397+ 34.43% |
$45.2K - $52.2K
|
1.55K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
395+ 4.42% |
$45K - $52K
|
9.33K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
394+ 77.1% |
$44.9K - $51.8K
|
905
$118K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
392+ 10.71% |
$44.7K - $51.6K
|
4.05K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
389+ 5.54% |
$44.3K - $51.2K
|
7.41K
$968K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
388+ 5.93% |
$44.2K - $51K
|
6.93K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
386+ 10.53% |
$44K - $50.8K
|
4.05K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
385+ 5.0% |
$43.9K - $50.6K
|
8.08K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$50.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
382+ 0.8% |
$43.5K - $50.3K
|
48.2K
$6.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
379+ 2.86% |
$43.2K - $49.9K
|
13.6K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
374+ 1968.42% |
$42.6K - $49.2K
|
393
$51.3K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
366+ 3.45% |
$41.7K - $48.1K
|
11K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
359+ 7.01% |
$40.9K - $47.2K
|
5.48K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
343+ 2.24% |
$39.1K - $45.1K
|
15.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
340+ 6.31% |
$38.7K - $44.7K
|
5.73K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
338+ 10.96% |
$38.5K - $44.5K
|
3.42K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
336+ 6.66% |
$38.3K - $44.2K
|
5.38K
$702K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$38.2K - $44.1K
|
335
$43.7K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
333+ 5.26% |
$37.9K - $43.8K
|
6.67K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
333+ 17.41% |
$37.9K - $43.8K
|
2.25K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$37.6K - $43.4K
|
330
$43.1K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
328+ 8.21% |
$37.4K - $43.1K
|
4.33K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
328+ 1.3% |
$37.4K - $43.1K
|
25.6K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
326+ 1.11% |
$37.1K - $42.9K
|
29.7K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
315+ 3.08% |
$35.9K - $41.4K
|
10.5K
$1.38M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
314+ 12.11% |
$35.8K - $41.3K
|
2.91K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
313+ 0.74% |
$35.7K - $41.2K
|
42.8K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
307+ 5.21% |
$35K - $40.4K
|
6.2K
$810K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
305+ 34.7% |
$34.7K - $40.1K
|
1.18K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 1.76% |
$34.6K - $40K
|
17.6K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
301+ 1.99% |
$34.3K - $39.6K
|
15.4K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
300+ 9.13% |
$34.2K - $39.5K
|
3.59K
$468K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
288+ 0.68% |
$32.8K - $37.9K
|
42.4K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
287+ 3.0% |
$32.7K - $37.8K
|
9.84K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
287+ 0.98% |
$32.7K - $37.8K
|
29.4K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281+ 35.44% |
$32K - $37K
|
1.07K
$140K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
280+ 11.0% |
$31.9K - $36.8K
|
2.83K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
277+ 2.37% |
$31.6K - $36.4K
|
12K
$1.56M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275New |
$31.3K - $36.2K
|
275
$35.9K
|