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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
530+ 4.33% |
$58.5K - $73.6K
|
12.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 5.5% |
$58.2K - $73.2K
|
10.1K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
522+ 16.89% |
$57.6K - $72.5K
|
3.61K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
502+ 8.14% |
$55.4K - $69.7K
|
6.67K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
500New |
$55.2K - $69.5K
|
500
$64.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
492+ 1.98% |
$54.3K - $68.4K
|
25.3K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
491+ 4.72% |
$54.2K - $68.2K
|
10.9K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
490+ 8.53% |
$54.1K - $68.1K
|
6.24K
$809K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$2.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
483+ 11.99% |
$53.3K - $67.1K
|
4.51K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 29.8% |
$53.3K - $67.1K
|
2.1K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
481New |
$53.1K - $66.8K
|
481
$62.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 14.82% |
$52.2K - $65.7K
|
3.67K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
472+ 0.43% |
$52.1K - $65.6K
|
109K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
467+ 5.2% |
$51.5K - $64.9K
|
9.44K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
464+ 2.87% |
$51.2K - $64.5K
|
16.6K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
457+ 2.43% |
$50.4K - $63.5K
|
19.3K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$50.2K - $63.2K
|
455
$59K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
447+ 52.22% |
$49.3K - $62.1K
|
1.3K
$169K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
445+ 161.82% |
$49.1K - $61.8K
|
720
$93.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
428New |
$47.2K - $59.5K
|
428
$55.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
421+ 10.85% |
$46.5K - $58.5K
|
4.3K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
420+ 13.06% |
$46.3K - $58.4K
|
3.64K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$46.1K - $58.1K
|
418
$54.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
416New |
$45.9K - $57.8K
|
416
$54K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
415+ 8.57% |
$45.8K - $57.7K
|
5.26K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
411+ 1.95% |
$45.4K - $57.1K
|
21.5K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
410New |
$45.2K - $57K
|
410
$53.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
404+ 9.21% |
$44.6K - $56.1K
|
4.79K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
401New |
$44.3K - $55.7K
|
401
$52K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
396New |
$43.7K - $55K
|
396
$51.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
395+ 1.19% |
$43.6K - $54.9K
|
33.5K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
387+ 1.92% |
$42.7K - $53.8K
|
20.6K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 11.76% |
$42.5K - $53.5K
|
3.66K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
374+ 1.42% |
$41.3K - $52K
|
26.7K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
372+ 1.46% |
$41.1K - $51.7K
|
25.8K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
371+ 2.29% |
$40.9K - $51.5K
|
16.5K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
370+ 4.13% |
$40.8K - $51.4K
|
9.33K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
365+ 7.0% |
$40.3K - $50.7K
|
5.58K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
361+ 222.84% |
$39.8K - $50.2K
|
523
$67.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
361+ 14.68% |
$39.8K - $50.2K
|
2.82K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
359+ 2.78% |
$39.6K - $49.9K
|
13.3K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
353+ 2.74% |
$39K - $49K
|
13.3K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
350+ 25.83% |
$38.6K - $48.6K
|
1.71K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
345+ 0.92% |
$38.1K - $47.9K
|
37.9K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
343+ 11.1% |
$37.9K - $47.7K
|
3.43K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
338+ 5.42% |
$37.3K - $47K
|
6.57K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332+ 12.33% |
$36.6K - $46.1K
|
3.02K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
331+ 17.56% |
$36.5K - $46K
|
2.22K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
329New |
$36.3K - $45.7K
|
329
$42.7K
|