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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
611KNew |
$56.7M - $76.8M
|
611K
$76.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
239K+ 1607.18% |
$22.2M - $30.1M
|
254K
$31.8M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
37.7K+ 769.32% |
$3.51M - $4.75M
|
42.6K
$5.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27K+ 17.0% |
$2.51M - $3.4M
|
186K
$23.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.4K+ 248.41% |
$2.26M - $3.06M
|
34.2K
$4.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
21.6KNew |
$2M - $2.71M
|
21.6K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
16.5K+ 9.01% |
$1.53M - $2.08M
|
200K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.7KNew |
$1.09M - $1.47M
|
11.7K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.1K+ 22.47% |
$1.03M - $1.39M
|
60.3K
$7.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$929K - $1.26M
|
10K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.49K+ 22.53% |
$696K - $942K
|
40.7K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.55K+ 16.58% |
$516K - $698K
|
39K
$4.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 5.75% |
$464K - $629K
|
92K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.85K+ 73.74% |
$451K - $610K
|
11.4K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.74K+ 4.99% |
$440K - $595K
|
99.6K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$421K - $569K
|
4.53K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 1.82% |
$362K - $490K
|
218K
$27.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.75K+ 10.62% |
$349K - $472K
|
39.1K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3.64K+ 2.44% |
$338K - $457K
|
152K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.6K+ 30.45% |
$335K - $453K
|
15.4K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3K+ 89.87% |
$279K - $377K
|
6.34K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.97KNew |
$275K - $373K
|
2.97K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.9K+ 30.07% |
$269K - $364K
|
12.5K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.83K+ 127.66% |
$263K - $356K
|
5.05K
$632K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.5KNew |
$232K - $314K
|
2.5K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49KNew |
$231K - $313K
|
2.49K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $297K
|
2.36K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1456.25% |
$216K - $293K
|
2.49K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.14K+ 0.36% |
$198K - $268K
|
589K
$73.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$197K - $267K
|
2.12K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$265K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.86K+ 2.11% |
$173K - $234K
|
90.1K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$164K - $222K
|
1.77K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.76KNew |
$164K - $221K
|
1.76K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.72KNew |
$159K - $216K
|
1.72K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 42.96% |
$152K - $206K
|
5.46K
$684K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.58K+ 29.42% |
$146K - $198K
|
6.93K
$868K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.56K+ 41.2% |
$145K - $196K
|
5.35K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.5K+ 40.97% |
$139K - $189K
|
5.17K
$647K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 5.0% |
$136K - $184K
|
30.7K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.29K+ 2.63% |
$120K - $162K
|
50.4K
$6.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.24K+ 4.65% |
$115K - $156K
|
27.9K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 55.51% |
$109K - $148K
|
3.3K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
988+ 7.29% |
$91.8K - $124K
|
14.5K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
985+ 5.08% |
$91.5K - $124K
|
20.4K
$2.55M
|