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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
329+ 11.49% |
$36.3K - $45.7K
|
3.19K
$414K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
322+ 5.47% |
$35.5K - $44.7K
|
6.21K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
316+ 16.1% |
$34.9K - $43.9K
|
2.28K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
312+ 11.44% |
$34.4K - $43.3K
|
3.04K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
310+ 11.31% |
$34.2K - $43.1K
|
3.05K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309+ 2.72% |
$34.1K - $42.9K
|
11.7K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
302+ 1.29% |
$33.3K - $42K
|
23.7K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 8.11% |
$33.1K - $41.7K
|
4K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
299+ 9.47% |
$33K - $41.5K
|
3.46K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
293+ 0.34% |
$32.3K - $40.7K
|
86K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
289+ 14.63% |
$31.9K - $40.2K
|
2.27K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285New |
$31.4K - $39.6K
|
285
$37K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
281+ 0.69% |
$31K - $39K
|
40.8K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
280+ 16.9% |
$30.9K - $38.9K
|
1.94K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
279+ 11.33% |
$30.8K - $38.8K
|
2.74K
$356K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
277+ 4.1% |
$30.6K - $38.5K
|
7.03K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
275+ 0.84% |
$30.3K - $38.2K
|
33K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
275New |
$30.3K - $38.2K
|
275
$35.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
274New |
$30.2K - $38.1K
|
274
$35.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
274New |
$30.2K - $38.1K
|
274
$35.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
272+ 11.47% |
$30K - $37.8K
|
2.64K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
269New |
$29.7K - $37.4K
|
269
$34.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
267+ 0.2% |
$29.5K - $37.1K
|
132K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
265+ 4.93% |
$29.2K - $36.8K
|
5.64K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
264New |
$29.1K - $36.7K
|
264
$34.2K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
264+ 4.2% |
$29.1K - $36.7K
|
6.54K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
263+ 4.08% |
$29K - $36.5K
|
6.71K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
262+ 2.57% |
$28.9K - $36.4K
|
10.5K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
261+ 4.44% |
$28.8K - $36.3K
|
6.14K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
252+ 7.43% |
$27.8K - $35K
|
3.64K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
250+ 2.11% |
$27.6K - $34.7K
|
12.1K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
250+ 2.25% |
$27.6K - $34.7K
|
11.4K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
249+ 1.06% |
$27.5K - $34.6K
|
23.8K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
248+ 8.34% |
$27.4K - $34.5K
|
3.22K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
248+ 8.52% |
$27.4K - $34.5K
|
3.16K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
246+ 0.82% |
$27.1K - $34.2K
|
30.3K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
245New |
$27K - $34K
|
245
$31.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
244+ 0.15% |
$26.9K - $33.9K
|
159K
$20.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
241+ 4.59% |
$26.6K - $33.5K
|
5.49K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 5.09% |
$26.4K - $33.2K
|
4.93K
$640K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
239+ 14.81% |
$26.4K - $33.2K
|
1.85K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
237+ 14.02% |
$26.2K - $32.9K
|
1.93K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
235+ 5.95% |
$25.9K - $32.6K
|
4.19K
$543K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
233+ 7.93% |
$25.7K - $32.4K
|
3.17K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229+ 2.88% |
$25.3K - $31.8K
|
8.19K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
225+ 2.71% |
$24.8K - $31.3K
|
8.54K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
224+ 28.61% |
$24.7K - $31.1K
|
1.01K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$29.1K
|