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 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
411+ 1.95% |
$45.4K - $57.1K
|
21.5K
$2.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
410New |
$45.2K - $57K
|
410
$53.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
361+ 222.84% |
$39.8K - $50.2K
|
523
$68.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
329New |
$36.3K - $45.7K
|
329
$42.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$42.7K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
300New |
$33.1K - $41.7K
|
300
$39.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285New |
$31.4K - $39.6K
|
285
$37.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
272+ 11.47% |
$30K - $37.8K
|
2.64K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
264New |
$29.1K - $36.7K
|
264
$34.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
261+ 4.44% |
$28.8K - $36.3K
|
6.14K
$802K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
252+ 7.43% |
$27.8K - $35K
|
3.64K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
248+ 8.52% |
$27.4K - $34.5K
|
3.16K
$412K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.4K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$29.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
210+ 9.73% |
$23.2K - $29.2K
|
2.37K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
208+ 3.92% |
$23K - $28.9K
|
5.52K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 10.6% |
$22.1K - $27.8K
|
2.09K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
200+ 6.92% |
$22.1K - $27.8K
|
3.09K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
200+ 12.18% |
$22.1K - $27.8K
|
1.84K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 8.6% |
$22.1K - $27.8K
|
2.53K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
198+ 11.17% |
$21.8K - $27.5K
|
1.97K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180+ 13.81% |
$19.9K - $25K
|
1.48K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173New |
$19.1K - $24K
|
173
$22.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
168New |
$18.5K - $23.3K
|
168
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
154+ 8.86% |
$17K - $21.4K
|
1.89K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
143+ 1.72% |
$15.8K - $19.9K
|
8.48K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
131+ 7.94% |
$14.5K - $18.2K
|
1.78K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
127New |
$14K - $17.6K
|
127
$16.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
118New |
$13K - $16.4K
|
118
$15.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114New |
$12.6K - $15.8K
|
114
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 3.4% |
$11.7K - $14.7K
|
3.23K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$11.7K - $14.7K
|
106
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
100+ 3.24% |
$11K - $13.9K
|
3.19K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
99+ 4.66% |
$10.9K - $13.8K
|
2.22K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$915K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
96New |
$10.6K - $13.3K
|
96
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$9.6K - $12.1K
|
87
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
83New |
$9.16K - $11.5K
|
83
$10.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 0.91% |
$8.61K - $10.8K
|
8.67K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76+ 2.62% |
$8.39K - $10.6K
|
2.97K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
66+ 0.42% |
$7.28K - $9.17K
|
15.6K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$6.84K - $8.61K
|
62
$8.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
57+ 0.22% |
$6.29K - $7.92K
|
26.2K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
51New |
$5.63K - $7.09K
|
51
$6.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.53K
|