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 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.78K+ 35.87% |
$197K - $248K
|
6.75K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$195K - $245K
|
1.77K
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65K+ 8.7% |
$182K - $229K
|
20.6K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.6K+ 72.73% |
$177K - $222K
|
3.8K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.57K+ 103.21% |
$174K - $219K
|
3.1K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.57K+ 23.91% |
$173K - $218K
|
8.12K
$845K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$172K - $217K
|
1.56K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.56K+ 7.91% |
$172K - $216K
|
21.2K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.55K+ 4.14% |
$171K - $216K
|
39K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 0.68% |
$169K - $212K
|
226K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.51K+ 3.33% |
$166K - $209K
|
46.7K
$4.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.48K+ 15.25% |
$163K - $205K
|
11.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.4K+ 0.35% |
$154K - $195K
|
396K
$41.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.4K+ 2.92% |
$154K - $195K
|
49.4K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.39K+ 6.47% |
$154K - $194K
|
22.9K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 14.39% |
$153K - $193K
|
11K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.35KNew |
$149K - $188K
|
1.35K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.35K+ 3.47% |
$149K - $187K
|
40.2K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.34KNew |
$148K - $186K
|
1.34K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.33K+ 29.72% |
$147K - $185K
|
5.81K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.31K+ 10.81% |
$145K - $182K
|
13.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 0.81% |
$144K - $181K
|
161K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.29K+ 15.79% |
$142K - $179K
|
9.44K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.27K+ 7.75% |
$140K - $177K
|
17.7K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.25K+ 17.84% |
$138K - $173K
|
8.24K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 25.55% |
$135K - $170K
|
6.03K
$627K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.14K+ 47.49% |
$125K - $158K
|
3.53K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$121K - $153K
|
1.1K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 174.03% |
$119K - $150K
|
1.7K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.06K+ 1.36% |
$117K - $147K
|
79K
$8.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.06K+ 3.12% |
$117K - $147K
|
34.9K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 2.78% |
$114K - $144K
|
38.3K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.03K+ 0.98% |
$113K - $142K
|
106K
$11M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.01KNew |
$112K - $140K
|
1.01K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1KNew |
$110K - $139K
|
1K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
987New |
$109K - $137K
|
987
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
980+ 20.77% |
$108K - $136K
|
5.7K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
980+ 7.44% |
$108K - $136K
|
14.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
979+ 4.96% |
$108K - $136K
|
20.7K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
959+ 29.52% |
$106K - $133K
|
4.21K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
957+ 106.33% |
$106K - $133K
|
1.86K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
956+ 41.46% |
$105K - $133K
|
3.26K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
956+ 0.27% |
$105K - $133K
|
349K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
945+ 3.05% |
$104K - $131K
|
31.9K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
922+ 3.24% |
$102K - $128K
|
29.4K
$3.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
920+ 17.57% |
$102K - $128K
|
6.16K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
919+ 3.16% |
$101K - $128K
|
30K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
895+ 0.61% |
$98.8K - $124K
|
147K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
893+ 2.29% |
$98.5K - $124K
|
39.9K
$4.15M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
872+ 18.62% |
$96.2K - $121K
|
5.55K
$578K
|