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 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35KNew |
$268K - $309K
|
2.35K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 94.12% |
$252K - $291K
|
4.56K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.05KNew |
$233K - $269K
|
2.05K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.04KNew |
$232K - $268K
|
2.04K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.98KNew |
$226K - $261K
|
1.98K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 23.4% |
$223K - $258K
|
10.3K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.96KNew |
$223K - $257K
|
1.96K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.9KNew |
$217K - $250K
|
1.9K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.86K+ 3.94% |
$212K - $244K
|
49.1K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.84KNew |
$209K - $242K
|
1.84K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$209K - $241K
|
1.83K
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 33.11% |
$207K - $239K
|
7.31K
$775K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$203K - $235K
|
1.78K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$201K - $232K
|
1.77K
$187K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$185K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.73KNew |
$197K - $228K
|
1.73K
$183K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.73KNew |
$197K - $227K
|
1.73K
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.72KNew |
$196K - $226K
|
1.72K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$180K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.69KNew |
$193K - $223K
|
1.69K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$192K - $222K
|
1.69K
$179K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.66KNew |
$190K - $219K
|
1.66K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.66KNew |
$189K - $218K
|
1.66K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$175K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$188K - $217K
|
1.65K
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.63KNew |
$186K - $215K
|
1.63K
$173K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
$185K - $214K
|
1.63K
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57K+ 61.41% |
$179K - $207K
|
4.13K
$438K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.56K+ 155700.0% |
$177K - $205K
|
1.56K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 42.86% |
$171K - $197K
|
5K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 4.52% |
$166K - $191K
|
33.6K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.52% |
$163K - $189K
|
95.6K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.42K+ 63.15% |
$162K - $187K
|
3.67K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.41K+ 4.09% |
$161K - $185K
|
35.9K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.4K+ 7.76% |
$159K - $184K
|
19.4K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.57% |
$154K - $178K
|
30.9K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.31K+ 2.78% |
$149K - $172K
|
48.4K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.3K+ 2.55% |
$149K - $172K
|
52.4K
$5.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.25K+ 6.55% |
$142K - $164K
|
20.3K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.23K+ 47.43% |
$140K - $161K
|
3.81K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.21K+ 3.86% |
$138K - $159K
|
32.5K
$3.45M
|