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 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
870New |
$96K - $121K
|
870
$90.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
866+ 2.74% |
$95.6K - $120K
|
32.5K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
851+ 1.18% |
$93.9K - $118K
|
72.7K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
827+ 2.26% |
$91.3K - $115K
|
37.5K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
806+ 1.19% |
$88.9K - $112K
|
68.3K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
787New |
$86.8K - $109K
|
787
$81.9K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
755+ 1.83% |
$83.3K - $105K
|
42.1K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
736+ 7.12% |
$81.2K - $102K
|
11.1K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
721+ 18.12% |
$79.6K - $100K
|
4.7K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
700+ 5.47% |
$77.2K - $97.3K
|
13.5K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
700New |
$77.2K - $97.3K
|
700
$72.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
682+ 0.83% |
$75.3K - $94.8K
|
82.4K
$8.57M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
679New |
$74.9K - $94.3K
|
679
$70.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
677+ 11.72% |
$74.7K - $94.1K
|
6.45K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
669+ 26.19% |
$73.8K - $92.9K
|
3.22K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
655+ 6.31% |
$72.3K - $91K
|
11K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
649+ 21.53% |
$71.6K - $90.2K
|
3.66K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
644New |
$71.1K - $89.5K
|
644
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
636+ 37.72% |
$70.2K - $88.4K
|
2.32K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
627+ 1.69% |
$69.2K - $87.1K
|
37.7K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
621+ 40.72% |
$68.5K - $86.3K
|
2.15K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
619+ 0.41% |
$68.3K - $86K
|
152K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
613+ 6.13% |
$67.6K - $85.2K
|
10.6K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
604New |
$66.7K - $83.9K
|
604
$62.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
603New |
$66.5K - $83.8K
|
603
$62.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
600+ 3.6% |
$66.2K - $83.4K
|
17.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600New |
$66.2K - $83.4K
|
600
$62.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 13.24% |
$66.2K - $83.4K
|
5.13K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
575+ 3.1% |
$63.5K - $79.9K
|
19.1K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
572+ 266.05% |
$63.1K - $79.5K
|
787
$81.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
568+ 35.06% |
$62.7K - $78.9K
|
2.19K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
561+ 4.9% |
$61.9K - $77.9K
|
12K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
556New |
$61.4K - $77.2K
|
556
$57.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
556+ 19.25% |
$61.4K - $77.2K
|
3.44K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
538+ 6.23% |
$59.4K - $74.7K
|
9.17K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
537+ 14.34% |
$59.3K - $74.6K
|
4.28K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
534+ 1.62% |
$58.9K - $74.2K
|
33.5K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 5.5% |
$58.2K - $73.2K
|
10.1K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
502+ 8.14% |
$55.4K - $69.7K
|
6.67K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
500New |
$55.2K - $69.5K
|
500
$52K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
492+ 1.98% |
$54.3K - $68.4K
|
25.3K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 29.8% |
$53.3K - $67.1K
|
2.1K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
481New |
$53.1K - $66.8K
|
481
$50.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 14.82% |
$52.2K - $65.7K
|
3.67K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
472+ 0.43% |
$52.1K - $65.6K
|
109K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
467+ 5.2% |
$51.5K - $64.9K
|
9.44K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
464+ 2.87% |
$51.2K - $64.5K
|
16.6K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
457+ 2.43% |
$50.4K - $63.5K
|
19.3K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$50.2K - $63.2K
|
455
$47.3K
|