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 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$2.96K - $3.42K
|
2.96K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 1.03% |
$2.85K - $3.29K
|
2.46K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 2.23% |
$2.73K - $3.16K
|
1.1K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
22+ 0.92% |
$2.51K - $2.89K
|
2.41K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 9.59% |
$2.39K - $2.76K
|
240
$25.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$2.28K - $2.63K
|
2.68K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 7.97% |
$2.28K - $2.63K
|
271
$28.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
18+ 0.99% |
$2.05K - $2.37K
|
1.84K
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 0.51% |
$2.05K - $2.37K
|
3.57K
$379K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.82K - $2.1K
|
7.02K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$1.71K - $1.97K
|
10.3K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.87K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.12% |
$1.37K - $1.58K
|
10.2K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 16.44% |
$1.37K - $1.58K
|
85
$9.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.37K - $1.58K
|
2K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
12+ 0.34% |
$1.37K - $1.58K
|
3.51K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.45K
|
4.27K
$453K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$1.14K - $1.32K
|
11
$1.17K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 1.21% |
$1.03K - $1.18K
|
753
$79.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7+ 14.0% |
$798 - $921
|
57
$6.04K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.1% |
$798 - $921
|
6.9K
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.84% |
$798 - $921
|
838
$88.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$798 - $921
|
3.36K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.93% |
$798 - $921
|
760
$80.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$684 - $789
|
6
$636
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$684 - $789
|
1.82K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6+ 0.37% |
$684 - $789
|
1.63K
$173K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5+ 0.15% |
$570 - $658
|
3.4K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.92% |
$570 - $658
|
549
$58.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.12% |
$570 - $658
|
4.06K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.07% |
$570 - $658
|
6.79K
$719K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 7.94% |
$570 - $658
|
68
$7.21K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.38% |
$456 - $526
|
1.06K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.05% |
$456 - $526
|
8.64K
$915K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.08% |
$456 - $526
|
4.99K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.56% |
$456 - $526
|
724
$76.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.65% |
$456 - $526
|
621
$65.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$456 - $526
|
3.88K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $395
|
2.27K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$342 - $395
|
529
$56.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$228 - $263
|
2.12K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.94% |
$228 - $263
|
105
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.37% |
$114 - $132
|
270
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1+ 0.06% |
$114 - $132
|
1.63K
$172K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.7% |
$114 - $132
|
38
$4.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.02% |
$114 - $132
|
6.32K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$114 - $132
|
272
$28.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $132
|
12.2K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$114 - $132
|
1.26K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$114 - $132
|
3.55K
$376K
|