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 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
146+ 3.03% |
$13.6K - $18.4K
|
4.96K
$650K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
146+ 0.1% |
$13.6K - $18.4K
|
151K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
145+ 0.25% |
$13.5K - $18.2K
|
57.4K
$7.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
141+ 4.23% |
$13.1K - $17.7K
|
3.48K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 5.85% |
$13.1K - $17.7K
|
2.55K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
139+ 0.19% |
$12.9K - $17.5K
|
74.1K
$9.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
138+ 2.07% |
$12.8K - $17.4K
|
6.81K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
135+ 1.04% |
$12.5K - $17K
|
13.1K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
134+ 4.86% |
$12.4K - $16.8K
|
2.89K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
132+ 0.55% |
$12.3K - $16.6K
|
24K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
130+ 5.17% |
$12.1K - $16.3K
|
2.65K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
126+ 2.54% |
$11.7K - $15.8K
|
5.08K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
119+ 37.3% |
$11.1K - $15K
|
438
$57.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 30.28% |
$11.1K - $15K
|
512
$67.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
116+ 0.67% |
$10.8K - $14.6K
|
17.3K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
115+ 5.1% |
$10.7K - $14.5K
|
2.37K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
115+ 5.5% |
$10.7K - $14.5K
|
2.21K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.4% |
$10.5K - $14.2K
|
1.88K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 5.61% |
$10.3K - $14K
|
2.09K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
110New |
$10.2K - $13.8K
|
110
$14.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
108+ 1.46% |
$10K - $13.6K
|
7.52K
$987K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
107+ 4.56% |
$9.94K - $13.5K
|
2.45K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106+ 6.05% |
$9.84K - $13.3K
|
1.86K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105+ 1.96% |
$9.75K - $13.2K
|
5.45K
$715K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
104+ 2.34% |
$9.66K - $13.1K
|
4.55K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
102+ 30.36% |
$9.47K - $12.8K
|
438
$57.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
100+ 0.65% |
$9.29K - $12.6K
|
15.5K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
CALL |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 4.68% |
$9.29K - $12.6K
|
2.24K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$13.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 58.82% |
$9.29K - $12.6K
|
270
$35.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99+ 5.6% |
$9.19K - $12.4K
|
1.87K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98+ 6.61% |
$9.1K - $12.3K
|
1.58K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
96+ 1.16% |
$8.92K - $12.1K
|
8.38K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
96+ 5.58% |
$8.92K - $12.1K
|
1.82K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
95+ 0.22% |
$8.82K - $11.9K
|
42.5K
$5.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
95+ 1.31% |
$8.82K - $11.9K
|
7.36K
$966K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 3.26% |
$8.82K - $11.9K
|
3.01K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
94+ 0.46% |
$8.73K - $11.8K
|
20.3K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
93+ 1.51% |
$8.64K - $11.7K
|
6.26K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91+ 0.51% |
$8.45K - $11.4K
|
17.8K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
89New |
$8.27K - $11.2K
|
89
$11.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
88+ 1.64% |
$8.17K - $11.1K
|
5.47K
$717K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
86+ 0.51% |
$7.99K - $10.8K
|
16.9K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 10.05% |
$7.99K - $10.8K
|
942
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 0.74% |
$7.89K - $10.7K
|
11.5K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
85+ 1.01% |
$7.89K - $10.7K
|
8.5K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
85+ 0.49% |
$7.89K - $10.7K
|
17.5K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
85+ 2.41% |
$7.89K - $10.7K
|
3.61K
$474K
|