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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
119+ 6.31% |
$13.1K - $16.5K
|
2K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
118New |
$13K - $16.4K
|
118
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
116+ 6.13% |
$12.8K - $16.1K
|
2.01K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114New |
$12.6K - $15.8K
|
114
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
108+ 4.14% |
$11.9K - $15K
|
2.72K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
107+ 3.72% |
$11.8K - $14.9K
|
2.98K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 3.4% |
$11.7K - $14.7K
|
3.23K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$11.7K - $14.7K
|
106
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 4.23% |
$11.6K - $14.6K
|
2.59K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 4.52% |
$11.4K - $14.3K
|
2.38K
$248K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11K - $13.9K
|
100
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.78% |
$11K - $13.9K
|
2.19K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$10.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
100+ 3.24% |
$11K - $13.9K
|
3.19K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
99+ 4.66% |
$10.9K - $13.8K
|
2.22K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
96New |
$10.6K - $13.3K
|
96
$9.99K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
95New |
$10.5K - $13.2K
|
95
$9.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
91+ 0.86% |
$10K - $12.6K
|
10.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
88+ 16.15% |
$9.71K - $12.2K
|
633
$65.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
88+ 7.69% |
$9.71K - $12.2K
|
1.23K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$9.6K - $12.1K
|
87
$9.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85+ 2.24% |
$9.38K - $11.8K
|
3.88K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
83New |
$9.16K - $11.5K
|
83
$8.64K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.54% |
$8.94K - $11.3K
|
15.2K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 0.91% |
$8.61K - $10.8K
|
8.67K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
77+ 1.04% |
$8.5K - $10.7K
|
7.49K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
76+ 1.0% |
$8.39K - $10.6K
|
7.65K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76+ 2.62% |
$8.39K - $10.6K
|
2.97K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
75+ 3.33% |
$8.28K - $10.4K
|
2.33K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
75+ 1.12% |
$8.28K - $10.4K
|
6.79K
$706K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
75+ 2.59% |
$8.28K - $10.4K
|
2.98K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
72+ 3.68% |
$7.95K - $10K
|
2.03K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
66+ 0.42% |
$7.28K - $9.17K
|
15.6K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
65+ 0.64% |
$7.17K - $9.03K
|
10.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
63+ 0.17% |
$6.95K - $8.75K
|
36.6K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$6.84K - $8.61K
|
62
$6.45K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 0.63% |
$6.62K - $8.34K
|
9.66K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
57+ 0.22% |
$6.29K - $7.92K
|
26.2K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
57+ 1.97% |
$6.29K - $7.92K
|
2.95K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
51New |
$5.63K - $7.09K
|
51
$5.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 0.24% |
$5.52K - $6.95K
|
20.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$5.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$5.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$5.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$5.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$951K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$5.19K - $6.53K
|
47
$4.89K
|