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 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
140+ 3.83% |
$15.4K - $19.5K
|
3.8K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
131+ 7.94% |
$14.5K - $18.2K
|
1.78K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
127New |
$14K - $17.6K
|
127
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
125+ 3.63% |
$13.8K - $17.4K
|
3.57K
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 12.75% |
$13.6K - $17.1K
|
1.09K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
122+ 5.17% |
$13.5K - $16.9K
|
2.48K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 120.0% |
$13.2K - $16.7K
|
220
$28.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
120+ 2.53% |
$13.2K - $16.7K
|
4.87K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
120+ 0.5% |
$13.2K - $16.7K
|
24K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
119+ 6.31% |
$13.1K - $16.5K
|
2K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
118New |
$13K - $16.4K
|
118
$15.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
117+ 4.6% |
$12.9K - $16.3K
|
2.66K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
116+ 6.13% |
$12.8K - $16.1K
|
2.01K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114New |
$12.6K - $15.8K
|
114
$14.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
114+ 1.72% |
$12.6K - $15.8K
|
6.74K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
111+ 3.16% |
$12.2K - $15.4K
|
3.62K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
111+ 83.46% |
$12.2K - $15.4K
|
244
$31.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
108+ 4.14% |
$11.9K - $15K
|
2.72K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
107+ 3.72% |
$11.8K - $14.9K
|
2.98K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
107+ 3.99% |
$11.8K - $14.9K
|
2.79K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 3.4% |
$11.7K - $14.7K
|
3.23K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$11.7K - $14.7K
|
106
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 4.23% |
$11.6K - $14.6K
|
2.59K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
105+ 0.51% |
$11.6K - $14.6K
|
20.7K
$2.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
105+ 5.58% |
$11.6K - $14.6K
|
1.99K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 4.52% |
$11.4K - $14.3K
|
2.38K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
103New |
$11.4K - $14.3K
|
103
$13.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
102+ 11.81% |
$11.3K - $14.2K
|
966
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 1.53% |
$11.1K - $14K
|
6.72K
$872K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.78% |
$11K - $13.9K
|
2.19K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 13.68% |
$11K - $13.9K
|
831
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100New |
$11K - $13.9K
|
100
$13K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
100+ 3.24% |
$11K - $13.9K
|
3.19K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
99+ 4.66% |
$10.9K - $13.8K
|
2.22K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.42% |
$10.8K - $13.6K
|
7.01K
$909K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
96New |
$10.6K - $13.3K
|
96
$12.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
96+ 2.46% |
$10.6K - $13.3K
|
4.01K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
95+ 3.89% |
$10.5K - $13.2K
|
2.54K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
91+ 0.86% |
$10K - $12.6K
|
10.7K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89+ 5.08% |
$9.82K - $12.4K
|
1.84K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
88+ 16.15% |
$9.71K - $12.2K
|
633
$82.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
88+ 7.69% |
$9.71K - $12.2K
|
1.23K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
88+ 48.35% |
$9.71K - $12.2K
|
270
$35K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$9.6K - $12.1K
|
87
$11.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85+ 2.24% |
$9.38K - $11.8K
|
3.88K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
85+ 0.9% |
$9.38K - $11.8K
|
9.52K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
83New |
$9.16K - $11.5K
|
83
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.54% |
$8.94K - $11.3K
|
15.2K
$1.97M
|