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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13New |
$1.48K - $1.71K
|
13
$1.7K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 8.97% |
$1.48K - $1.71K
|
158
$20.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.87K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 0.41% |
$1.37K - $1.58K
|
2.96K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.12% |
$1.37K - $1.58K
|
10.2K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 16.44% |
$1.37K - $1.58K
|
85
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.37K - $1.58K
|
2K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
12+ 0.34% |
$1.37K - $1.58K
|
3.51K
$458K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.45K
|
5.65K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.16% |
$1.25K - $1.45K
|
6.8K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.45K
|
4.27K
$557K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10+ 0.27% |
$1.14K - $1.32K
|
3.67K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.31K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.48% |
$1.14K - $1.32K
|
2.11K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.14K - $1.32K
|
40.5K
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.56% |
$1.14K - $1.32K
|
1.78K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$1.14K - $1.32K
|
11
$1.44K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 1.21% |
$1.03K - $1.18K
|
753
$98.3K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$911 - $1.05K
|
1.77K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7+ 0.09% |
$798 - $921
|
7.72K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.1% |
$798 - $921
|
6.9K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.84% |
$798 - $921
|
838
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$798 - $921
|
3.36K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.93% |
$798 - $921
|
760
$99.2K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$684 - $789
|
6
$783
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$684 - $789
|
6
$783
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$684 - $789
|
1.82K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.72% |
$570 - $658
|
697
$91K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 6.76% |
$570 - $658
|
79
$10.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5+ 0.15% |
$570 - $658
|
3.4K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.92% |
$570 - $658
|
549
$71.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.12% |
$570 - $658
|
4.06K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.07% |
$570 - $658
|
6.79K
$886K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 7.94% |
$570 - $658
|
68
$8.87K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$456 - $526
|
3.29K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.12% |
$456 - $526
|
3.21K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.38% |
$456 - $526
|
1.06K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.05% |
$456 - $526
|
8.64K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.08% |
$456 - $526
|
4.99K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.56% |
$456 - $526
|
724
$94.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.65% |
$456 - $526
|
621
$81K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$456 - $526
|
3.88K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.38% |
$342 - $395
|
790
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $395
|
2.27K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$342 - $395
|
529
$69K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.82% |
$228 - $263
|
247
$32.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$228 - $263
|
2.12K
$276K
|