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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$20.9K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
158+ 0.19% |
$18K - $20.8K
|
82.5K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
157New |
$17.9K - $20.7K
|
157
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
156+ 0.52% |
$17.8K - $20.5K
|
30.2K
$3.94M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 5.12% |
$17.8K - $20.5K
|
3.2K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$20.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
154+ 5.88% |
$17.5K - $20.3K
|
2.77K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
153New |
$17.4K - $20.1K
|
153
$20K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
149+ 6.51% |
$17K - $19.6K
|
2.44K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
146+ 146.0% |
$16.6K - $19.2K
|
246
$32.1K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
140+ 6.38% |
$16K - $18.4K
|
2.33K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
139+ 3.86% |
$15.8K - $18.3K
|
3.74K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
138New |
$15.7K - $18.2K
|
138
$18K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138+ 0.04% |
$15.7K - $18.2K
|
369K
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
137+ 1.41% |
$15.6K - $18K
|
9.86K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
137+ 4.13% |
$15.6K - $18K
|
3.45K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 1.6% |
$15.3K - $17.6K
|
8.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
133+ 92.36% |
$15.2K - $17.5K
|
277
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
133+ 7.48% |
$15.2K - $17.5K
|
1.91K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
132+ 1.76% |
$15K - $17.4K
|
7.62K
$994K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
131+ 35.22% |
$14.9K - $17.2K
|
503
$65.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
131+ 0.38% |
$14.9K - $17.2K
|
35K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
131+ 17.49% |
$14.9K - $17.2K
|
880
$115K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
124+ 33.33% |
$14.1K - $16.3K
|
496
$64.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 0.81% |
$14K - $16.2K
|
15.3K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 19.84% |
$14K - $16.2K
|
743
$97K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121+ 0.33% |
$13.8K - $15.9K
|
36.5K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
121+ 1.52% |
$13.8K - $15.9K
|
8.09K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.14% |
$12.9K - $14.9K
|
82.9K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
112+ 6.0% |
$12.8K - $14.7K
|
1.98K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.18% |
$12.6K - $14.6K
|
5.21K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
108+ 3.44% |
$12.3K - $14.2K
|
3.25K
$424K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
108+ 1.26% |
$12.3K - $14.2K
|
8.65K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
107+ 0.62% |
$12.2K - $14.1K
|
17.3K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
106New |
$12.1K - $13.9K
|
106
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 3.99% |
$11.8K - $13.7K
|
2.71K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 3.01% |
$11.5K - $13.3K
|
3.46K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11.4K - $13.2K
|
100
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
100+ 4.99% |
$11.4K - $13.2K
|
2.11K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$11.4K - $13.2K
|
100
$13.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
100+ 3.04% |
$11.4K - $13.2K
|
3.39K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 2.09% |
$11.3K - $13K
|
4.83K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
99New |
$11.3K - $13K
|
99
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
98New |
$11.2K - $12.9K
|
98
$12.8K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
96+ 7.15% |
$10.9K - $12.6K
|
1.44K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 4.63% |
$10.7K - $12.4K
|
2.13K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 0.83% |
$10.7K - $12.4K
|
11.5K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 1.02% |
$10.6K - $12.2K
|
9.17K
$1.2M
|