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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 5.09% |
$26.4K - $33.2K
|
4.93K
$513K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
239+ 14.81% |
$26.4K - $33.2K
|
1.85K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
237+ 14.02% |
$26.2K - $32.9K
|
1.93K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
235+ 5.95% |
$25.9K - $32.6K
|
4.19K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
224+ 28.61% |
$24.7K - $31.1K
|
1.01K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 1.93% |
$24.5K - $30.8K
|
11.7K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
219+ 2.42% |
$24.2K - $30.4K
|
9.27K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
218+ 2.99% |
$24.1K - $30.3K
|
7.51K
$781K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
212+ 13.21% |
$23.4K - $29.5K
|
1.82K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
210+ 0.41% |
$23.2K - $29.2K
|
51K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
210+ 9.73% |
$23.2K - $29.2K
|
2.37K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
208+ 3.92% |
$23K - $28.9K
|
5.52K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207+ 175.42% |
$22.8K - $28.8K
|
325
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
206+ 2.96% |
$22.7K - $28.6K
|
7.16K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 10.6% |
$22.1K - $27.8K
|
2.09K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
200+ 6.92% |
$22.1K - $27.8K
|
3.09K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
200+ 12.18% |
$22.1K - $27.8K
|
1.84K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 8.6% |
$22.1K - $27.8K
|
2.53K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
198+ 11.17% |
$21.8K - $27.5K
|
1.97K
$205K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
196+ 1.26% |
$21.6K - $27.2K
|
15.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
191+ 3.9% |
$21.1K - $26.5K
|
5.09K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
184New |
$20.3K - $25.6K
|
184
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
183+ 1.61% |
$20.2K - $25.4K
|
11.6K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
181+ 2.59% |
$20K - $25.1K
|
7.16K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180+ 13.81% |
$19.9K - $25K
|
1.48K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
175+ 5.45% |
$19.3K - $24.3K
|
3.39K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
174+ 1.82% |
$19.2K - $24.2K
|
9.73K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173New |
$19.1K - $24K
|
173
$18K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
172+ 5.94% |
$19K - $23.9K
|
3.07K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
168New |
$18.5K - $23.3K
|
168
$17.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
168+ 2.61% |
$18.5K - $23.3K
|
6.6K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
167+ 1.4% |
$18.4K - $23.2K
|
12.1K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
167+ 5.13% |
$18.4K - $23.2K
|
3.42K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
157New |
$17.3K - $21.8K
|
157
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
156New |
$17.2K - $21.7K
|
156
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
154+ 8.86% |
$17K - $21.4K
|
1.89K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151New |
$16.7K - $21K
|
151
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
144+ 5.34% |
$15.9K - $20K
|
2.84K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
143+ 1.72% |
$15.8K - $19.9K
|
8.48K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
140+ 3.83% |
$15.4K - $19.5K
|
3.8K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
131+ 7.94% |
$14.5K - $18.2K
|
1.78K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
127New |
$14K - $17.6K
|
127
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
125+ 3.63% |
$13.8K - $17.4K
|
3.57K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
122+ 5.17% |
$13.5K - $16.9K
|
2.48K
$258K
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
120+ 1.8% |
$13.2K - $16.7K
|
6.77K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 120.0% |
$13.2K - $16.7K
|
220
$22.9K
|