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 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.23K+ 47.43% |
$140K - $161K
|
3.81K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.21K+ 19.9% |
$138K - $160K
|
7.31K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.21K+ 3.86% |
$138K - $159K
|
32.5K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.17K+ 6.66% |
$134K - $154K
|
18.8K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.17K+ 11.42% |
$133K - $154K
|
11.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 3.07% |
$132K - $152K
|
38.8K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 47.61% |
$129K - $149K
|
3.52K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.12K+ 52.33% |
$128K - $148K
|
3.27K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.1KNew |
$125K - $145K
|
1.1K
$144K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.09K+ 39.29% |
$124K - $144K
|
3.87K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.07K+ 166.77% |
$122K - $141K
|
1.72K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 2.6% |
$119K - $138K
|
41.3K
$5.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.04K+ 109.1% |
$119K - $137K
|
2K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
1.04K+ 0.77% |
$118K - $136K
|
135K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 9.38% |
$118K - $136K
|
12.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.03K+ 3.15% |
$117K - $136K
|
33.8K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.02K+ 155.57% |
$116K - $134K
|
1.67K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.02K+ 79.41% |
$116K - $134K
|
2.3K
$300K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.01K+ 33.31% |
$115K - $133K
|
4.05K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1K+ 4.46% |
$114K - $132K
|
23.5K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
990+ 24.65% |
$113K - $130K
|
5.01K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 18.06% |
$111K - $128K
|
6.37K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
935+ 8.57% |
$107K - $123K
|
11.8K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
927+ 4.6% |
$106K - $122K
|
21.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
880+ 3.41% |
$100K - $116K
|
26.7K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
876New |
$99.8K - $115K
|
876
$114K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
869+ 13.31% |
$99K - $114K
|
7.4K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
864+ 0.84% |
$98.4K - $114K
|
104K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
856+ 12.96% |
$97.5K - $113K
|
7.46K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
839+ 8.89% |
$95.6K - $110K
|
10.3K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
837+ 0.29% |
$95.4K - $110K
|
288K
$37.5M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
837+ 0.95% |
$95.4K - $110K
|
88.9K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
837+ 1.06% |
$95.4K - $110K
|
80K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
836+ 5.89% |
$95.2K - $110K
|
15K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
835New |
$95.1K - $110K
|
835
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
832+ 7.97% |
$94.8K - $109K
|
11.3K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$94.4K - $109K
|
829
$108K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
828+ 13.73% |
$94.3K - $109K
|
6.86K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
815+ 53.55% |
$92.9K - $107K
|
2.34K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
807+ 3.03% |
$91.9K - $106K
|
27.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
805+ 24.66% |
$91.7K - $106K
|
4.07K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
801+ 1.13% |
$91.3K - $105K
|
71.9K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
795+ 22.26% |
$90.6K - $105K
|
4.37K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
795+ 27.69% |
$90.6K - $105K
|
3.67K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
787+ 30.28% |
$89.7K - $104K
|
3.39K
$442K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
785+ 3270.83% |
$89.4K - $103K
|
809
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
772New |
$88K - $102K
|
772
$101K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
744+ 6.75% |
$84.8K - $97.9K
|
11.8K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
743+ 13.24% |
$84.6K - $97.7K
|
6.36K
$829K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
741+ 12.76% |
$84.4K - $97.5K
|
6.55K
$855K
|