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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
471+ 18.33% |
$43.7K - $59.2K
|
3.04K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 14.48% |
$43.7K - $59.2K
|
3.72K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
457+ 4.1% |
$42.4K - $57.5K
|
11.6K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
450+ 11.7% |
$41.8K - $56.6K
|
4.3K
$564K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
450+ 2.2% |
$41.8K - $56.6K
|
20.9K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
449New |
$41.7K - $56.5K
|
449
$58.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
444+ 27.09% |
$41.2K - $55.8K
|
2.08K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
443+ 3.77% |
$41.1K - $55.7K
|
12.2K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
440+ 7.94% |
$40.9K - $55.3K
|
5.98K
$785K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
440+ 1.23% |
$40.9K - $55.3K
|
36.1K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
432+ 10.66% |
$40.1K - $54.3K
|
4.48K
$588K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
426+ 2.97% |
$39.6K - $53.6K
|
14.8K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
425New |
$39.5K - $53.4K
|
425
$55.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
419+ 4.71% |
$38.9K - $52.7K
|
9.31K
$1.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
415+ 3.38% |
$38.5K - $52.2K
|
12.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
414+ 0.78% |
$38.4K - $52.1K
|
53.2K
$6.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
413+ 13.35% |
$38.4K - $51.9K
|
3.51K
$460K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
412+ 10.82% |
$38.3K - $51.8K
|
4.22K
$554K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
410+ 0.54% |
$38.1K - $51.5K
|
76.8K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 2.66% |
$38.1K - $51.5K
|
15.8K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
397+ 20.21% |
$36.9K - $49.9K
|
2.36K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
394+ 1.17% |
$36.6K - $49.5K
|
34K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
392+ 0.38% |
$36.4K - $49.3K
|
104K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
384+ 13.59% |
$35.7K - $48.3K
|
3.21K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$35.3K - $47.8K
|
907
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
378+ 1.04% |
$35.1K - $47.5K
|
36.9K
$4.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$33.6K - $45.5K
|
362
$47.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
353+ 0.36% |
$32.8K - $44.4K
|
97.9K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
351+ 8.91% |
$32.6K - $44.1K
|
4.29K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
350New |
$32.5K - $44K
|
350
$45.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
350New |
$32.5K - $44K
|
350
$45.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
347New |
$32.2K - $43.6K
|
347
$45.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
330+ 42.75% |
$30.6K - $41.5K
|
1.1K
$145K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
330+ 13.41% |
$30.6K - $41.5K
|
2.79K
$366K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
326+ 21.94% |
$30.3K - $41K
|
1.81K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
324+ 2.46% |
$30.1K - $40.7K
|
13.5K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
321+ 1.58% |
$29.8K - $40.4K
|
20.6K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
320+ 0.68% |
$29.7K - $40.2K
|
47.6K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
318+ 17.12% |
$29.5K - $40K
|
2.18K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
317New |
$29.4K - $39.9K
|
317
$41.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
308+ 2.52% |
$28.6K - $38.7K
|
12.5K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
307+ 2.33% |
$28.5K - $38.6K
|
13.5K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
301+ 1.92% |
$28K - $37.8K
|
15.9K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
300New |
$27.9K - $37.7K
|
300
$39.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
299+ 12.14% |
$27.8K - $37.6K
|
2.76K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
285+ 36.08% |
$26.5K - $35.8K
|
1.08K
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
281+ 4.45% |
$26.1K - $35.3K
|
6.59K
$864K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
273+ 13.68% |
$25.4K - $34.3K
|
2.27K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
271+ 30.94% |
$25.2K - $34.1K
|
1.15K
$150K
|