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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
385+ 5.0% |
$43.9K - $50.6K
|
8.08K
$856K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
385New |
$43.9K - $50.6K
|
385
$40.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
382+ 0.8% |
$43.5K - $50.3K
|
48.2K
$5.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
379+ 2.86% |
$43.2K - $49.9K
|
13.6K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
354+ 0.12% |
$40.3K - $46.6K
|
286K
$30.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
343+ 2.24% |
$39.1K - $45.1K
|
15.6K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
338+ 10.96% |
$38.5K - $44.5K
|
3.42K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
336+ 6.66% |
$38.3K - $44.2K
|
5.38K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
328+ 1.3% |
$37.4K - $43.1K
|
25.6K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
307+ 5.21% |
$35K - $40.4K
|
6.2K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
305+ 34.7% |
$34.7K - $40.1K
|
1.18K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
300+ 9.13% |
$34.2K - $39.5K
|
3.59K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
294+ 3.37% |
$33.5K - $38.7K
|
9.03K
$957K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
287+ 0.98% |
$32.7K - $37.8K
|
29.4K
$3.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275New |
$31.3K - $36.2K
|
275
$29.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
274+ 0.53% |
$31.2K - $36K
|
51.7K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
273+ 2.12% |
$31.1K - $35.9K
|
13.2K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
268+ 1.66% |
$30.5K - $35.3K
|
16.5K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
265+ 12.6% |
$30.2K - $34.9K
|
2.37K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
262+ 2.18% |
$29.8K - $34.5K
|
12.3K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
260+ 5.68% |
$29.6K - $34.2K
|
4.84K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
260+ 0.39% |
$29.6K - $34.2K
|
66.8K
$7.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
260+ 23.9% |
$29.6K - $34.2K
|
1.35K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
259+ 12.13% |
$29.5K - $34.1K
|
2.39K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 10.63% |
$28.5K - $32.9K
|
2.6K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250+ 125.0% |
$28.5K - $32.9K
|
450
$47.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
246+ 1.03% |
$28K - $32.4K
|
24K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 3.79% |
$27.7K - $32K
|
6.66K
$706K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$27K - $31.2K
|
237
$25.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
231New |
$26.3K - $30.4K
|
231
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230New |
$26.2K - $30.3K
|
230
$24.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
229+ 3.92% |
$26.1K - $30.1K
|
6.06K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
228+ 8.24% |
$26K - $30K
|
3K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
227+ 13.72% |
$25.9K - $29.9K
|
1.88K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221New |
$25.2K - $29.1K
|
221
$23.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
214+ 12.05% |
$24.4K - $28.2K
|
1.99K
$211K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
210+ 1.65% |
$23.9K - $27.6K
|
12.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
200+ 17.78% |
$22.8K - $26.3K
|
1.33K
$140K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
188+ 0.78% |
$21.4K - $24.7K
|
24.2K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
182+ 15.4% |
$20.7K - $23.9K
|
1.36K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
175New |
$19.9K - $23K
|
175
$18.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
173+ 9.5% |
$19.7K - $22.8K
|
2K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
169+ 4.08% |
$19.3K - $22.2K
|
4.31K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$18.7K - $21.6K
|
527
$55.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
162+ 18.24% |
$18.5K - $21.3K
|
1.05K
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
160New |
$18.2K - $21K
|
160
$17K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
155New |
$17.7K - $20.4K
|
155
$16.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
154+ 5.88% |
$17.5K - $20.3K
|
2.77K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
153+ 4.21% |
$17.4K - $20.1K
|
3.79K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
137+ 4.13% |
$15.6K - $18K
|
3.45K
$366K
|