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 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
135+ 19.82% |
$15.4K - $17.8K
|
816
$86.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
133+ 7.48% |
$15.2K - $17.5K
|
1.91K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 9.39% |
$15K - $17.4K
|
1.54K
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
132+ 6.95% |
$15K - $17.4K
|
2.03K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
131+ 17.49% |
$14.9K - $17.2K
|
880
$93.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 0.81% |
$14K - $16.2K
|
15.3K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 19.84% |
$14K - $16.2K
|
743
$78.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.14% |
$12.9K - $14.9K
|
82.9K
$8.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.18% |
$12.6K - $14.6K
|
5.21K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
108+ 3.44% |
$12.3K - $14.2K
|
3.25K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
108+ 1.26% |
$12.3K - $14.2K
|
8.65K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 3.99% |
$11.8K - $13.7K
|
2.71K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
103+ 4.32% |
$11.7K - $13.5K
|
2.49K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
100+ 3.04% |
$11.4K - $13.2K
|
3.39K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100+ 1.9% |
$11.4K - $13.2K
|
5.36K
$568K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
100+ 3.56% |
$11.4K - $13.2K
|
2.91K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 0.83% |
$10.7K - $12.4K
|
11.5K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 1.02% |
$10.6K - $12.2K
|
9.17K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
92+ 2.46% |
$10.5K - $12.1K
|
3.83K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 4.5% |
$10.3K - $11.8K
|
2.09K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
87+ 0.46% |
$9.91K - $11.4K
|
19K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84+ 1.72% |
$9.57K - $11.1K
|
4.96K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
78New |
$8.89K - $10.3K
|
78
$8.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 256.67% |
$8.77K - $10.1K
|
107
$11.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 2.39% |
$7.98K - $9.21K
|
3K
$318K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
68+ 3.09% |
$7.75K - $8.95K
|
2.27K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 2.01% |
$7.63K - $8.81K
|
3.41K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
66New |
$7.52K - $8.68K
|
66
$7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.36% |
$7.29K - $8.42K
|
17.6K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 2.63% |
$6.95K - $8.02K
|
2.38K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 1.29% |
$6.15K - $7.1K
|
4.23K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 1.59% |
$5.92K - $6.84K
|
3.33K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
52+ 0.96% |
$5.92K - $6.84K
|
5.47K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 1.34% |
$5.81K - $6.71K
|
3.87K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 2.29% |
$5.7K - $6.58K
|
2.24K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$5.7K - $6.58K
|
2.79K
$296K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 4.36% |
$5.47K - $6.31K
|
1.15K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 22.17% |
$5.35K - $6.18K
|
259
$27.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 2.4% |
$5.24K - $6.05K
|
1.96K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.39% |
$5.01K - $5.79K
|
1.89K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 1.25% |
$4.33K - $5K
|
3.09K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
38+ 0.44% |
$4.33K - $5K
|
8.75K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.48% |
$3.76K - $4.34K
|
6.9K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32+ 3.0% |
$3.65K - $4.21K
|
1.1K
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 0.84% |
$3.65K - $4.21K
|
3.83K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$3.53K - $4.08K
|
31
$3.29K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 0.86% |
$3.53K - $4.08K
|
3.64K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
30+ 0.31% |
$3.42K - $3.95K
|
9.71K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
27+ 0.89% |
$3.08K - $3.55K
|
3.06K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27+ 0.61% |
$3.08K - $3.55K
|
4.45K
$472K
|