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 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
267+ 14.74% |
$24.8K - $33.6K
|
2.08K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
266New |
$24.7K - $33.4K
|
266
$34.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
262+ 6.83% |
$24.3K - $32.9K
|
4.1K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250+ 260.42% |
$23.2K - $31.4K
|
346
$45.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250+ 17.05% |
$23.2K - $31.4K
|
1.72K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
250+ 3.68% |
$23.2K - $31.4K
|
7.05K
$924K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
248+ 11.1% |
$23K - $31.2K
|
2.48K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
248+ 10.47% |
$23K - $31.2K
|
2.62K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
238+ 4.36% |
$22.1K - $29.9K
|
5.7K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
235+ 3.19% |
$21.8K - $29.5K
|
7.61K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
232+ 7.25% |
$21.5K - $29.2K
|
3.43K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
232+ 0.59% |
$21.5K - $29.2K
|
39.6K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
229+ 2.63% |
$21.3K - $28.8K
|
8.95K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
225+ 13.4% |
$20.9K - $28.3K
|
1.9K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
224+ 1.2% |
$20.8K - $28.2K
|
18.9K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
222+ 1.62% |
$20.6K - $27.9K
|
13.9K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
219+ 2.85% |
$20.3K - $27.5K
|
7.9K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
215+ 154.68% |
$20K - $27K
|
354
$46.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
212New |
$19.7K - $26.7K
|
212
$27.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
210New |
$19.5K - $26.4K
|
210
$27.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
210+ 9.17% |
$19.5K - $26.4K
|
2.5K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
202+ 1.53% |
$18.8K - $25.4K
|
13.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
202+ 1.84% |
$18.8K - $25.4K
|
11.2K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
202+ 4.63% |
$18.8K - $25.4K
|
4.56K
$598K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200New |
$18.6K - $25.1K
|
200
$26.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 23.87% |
$18.6K - $25.1K
|
1.04K
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
199+ 4.43% |
$18.5K - $25K
|
4.69K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
195+ 8.05% |
$18.1K - $24.5K
|
2.62K
$343K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
193+ 5.66% |
$17.9K - $24.3K
|
3.6K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
191+ 5.64% |
$17.7K - $24K
|
3.58K
$469K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
189+ 25.23% |
$17.6K - $23.8K
|
938
$123K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.34% |
$17.5K - $23.6K
|
55.5K
$7.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
187+ 12.71% |
$17.4K - $23.5K
|
1.66K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
186+ 3.48% |
$17.3K - $23.4K
|
5.53K
$726K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
177+ 10.53% |
$16.4K - $22.3K
|
1.86K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
176+ 6.05% |
$16.3K - $22.1K
|
3.08K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
173+ 3.65% |
$16.1K - $21.8K
|
4.91K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
170+ 0.17% |
$15.8K - $21.4K
|
98.2K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166+ 66.4% |
$15.4K - $20.9K
|
416
$54.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
164+ 1.67% |
$15.2K - $20.6K
|
10K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
163+ 543.33% |
$15.1K - $20.5K
|
193
$25.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
160+ 1.65% |
$14.9K - $20.1K
|
9.89K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
153+ 2.07% |
$14.2K - $19.2K
|
7.55K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
152+ 0.96% |
$14.1K - $19.1K
|
16.1K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.14% |
$13.9K - $18.9K
|
2.59K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 4.59% |
$13.8K - $18.7K
|
3.4K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
148+ 0.31% |
$13.7K - $18.6K
|
47.9K
$6.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 8.93% |
$13.7K - $18.5K
|
1.79K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
147+ 3.4% |
$13.7K - $18.5K
|
4.47K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
147+ 7.7% |
$13.7K - $18.5K
|
2.06K
$270K
|