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 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$6.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
41+ 4.25% |
$4.52K - $5.7K
|
1.01K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
39+ 1.65% |
$4.3K - $5.42K
|
2.41K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39+ 26.0% |
$4.3K - $5.42K
|
189
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38New |
$4.19K - $5.28K
|
38
$4.96K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 16.67% |
$4.19K - $5.28K
|
266
$34.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
37+ 1.15% |
$4.08K - $5.14K
|
3.26K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.86K - $4.86K
|
35
$4.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.76K - $3.47K
|
25
$3.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.32K - $2.92K
|
2.59K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
20New |
$2.21K - $2.78K
|
20
$2.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 3.82% |
$2.21K - $2.78K
|
543
$70.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 3.84% |
$2.1K - $2.64K
|
514
$67.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.46% |
$1.99K - $2.5K
|
3.97K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.67% |
$1.88K - $2.36K
|
2.54K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
14New |
$1.54K - $1.95K
|
14
$1.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10+ 0.48% |
$1.1K - $1.39K
|
2.08K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
9+ 0.09% |
$993 - $1.25K
|
9.86K
$1.29M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
7New |
$772 - $973
|
7
$914
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.38% |
$552 - $695
|
1.31K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$552 - $695
|
5
$653
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.48% |
$331 - $417
|
624
$81.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2New |
$221 - $278
|
2
$261
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.11% |
$221 - $278
|
1.86K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.87% |
$221 - $278
|
231
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.47% |
$110 - $139
|
213
$27.8K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$110 - $139
|
86
$11.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.6% |
$110 - $139
|
167
$21.8K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
540KNew |
$67.5M - $79.5M
|
540K
$70.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
284KNew |
$35.5M - $41.8M
|
284K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
239KNew |
$29.9M - $35.2M
|
239K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
204KNew |
$25.5M - $30.1M
|
204K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
55.9K+ 834.33% |
$6.99M - $8.23M
|
62.6K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
55.5KNew |
$6.94M - $8.17M
|
55.5K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
39.5KNew |
$4.93M - $5.81M
|
39.5K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
35.4KNew |
$4.42M - $5.21M
|
35.4K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
34.3KNew |
$4.29M - $5.05M
|
34.3K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
32.6KNew |
$4.08M - $4.8M
|
32.6K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
30.8KNew |
$3.86M - $4.54M
|
30.8K
$4.03M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
30.1K+ 729.64% |
$3.76M - $4.43M
|
34.2K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
27KNew |
$3.37M - $3.97M
|
27K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$2.68M - $3.16M
|
21.4K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
18.5KNew |
$2.31M - $2.72M
|
18.5K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
15.7K+ 74.44% |
$1.96M - $2.31M
|
36.8K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
12.3KNew |
$1.54M - $1.81M
|
12.3K
$1.6M
|
|