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 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
84+ 2.8% |
$7.8K - $10.6K
|
3.08K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
83+ 4.81% |
$7.71K - $10.4K
|
1.81K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
82+ 2.76% |
$7.62K - $10.3K
|
3.05K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82+ 62.12% |
$7.62K - $10.3K
|
214
$28.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
80+ 6.82% |
$7.43K - $10.1K
|
1.25K
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
80+ 33.47% |
$7.43K - $10.1K
|
319
$41.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
80+ 4.45% |
$7.43K - $10.1K
|
1.88K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.84% |
$7.34K - $9.93K
|
2.86K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 2.57% |
$7.34K - $9.93K
|
3.15K
$413K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
77+ 23.77% |
$7.15K - $9.68K
|
401
$52.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
77+ 9.22% |
$7.15K - $9.68K
|
912
$120K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$6.69K - $9.05K
|
72
$9.44K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 3.59% |
$6.69K - $9.05K
|
2.08K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
68+ 3.88% |
$6.32K - $8.55K
|
1.82K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
68+ 2.37% |
$6.32K - $8.55K
|
2.94K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
68+ 5.38% |
$6.32K - $8.55K
|
1.33K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
68+ 4.87% |
$6.32K - $8.55K
|
1.46K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
67+ 0.83% |
$6.22K - $8.42K
|
8.14K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
66+ 0.75% |
$6.13K - $8.3K
|
8.82K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 1.82% |
$6.04K - $8.17K
|
3.64K
$477K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
62+ 0.75% |
$5.76K - $7.8K
|
8.32K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
61+ 5.15% |
$5.67K - $7.67K
|
1.25K
$163K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 4.12% |
$5.57K - $7.54K
|
1.52K
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
58+ 0.04% |
$5.39K - $7.29K
|
134K
$17.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 9.27% |
$5.2K - $7.04K
|
660
$86.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
56+ 2.55% |
$5.2K - $7.04K
|
2.25K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
54+ 2.19% |
$5.01K - $6.79K
|
2.52K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 1.39% |
$5.01K - $6.79K
|
3.93K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
54+ 2.65% |
$5.01K - $6.79K
|
2.09K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
53+ 19.63% |
$4.92K - $6.66K
|
323
$42.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$43.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
52+ 33.12% |
$4.83K - $6.54K
|
209
$27.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
52+ 3.08% |
$4.83K - $6.54K
|
1.74K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 2.46% |
$4.74K - $6.41K
|
2.13K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51+ 0.85% |
$4.74K - $6.41K
|
6.09K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
51New |
$4.74K - $6.41K
|
51
$6.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.34% |
$4.64K - $6.29K
|
14.6K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
50+ 1.17% |
$4.64K - $6.29K
|
4.31K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 1.23% |
$4.64K - $6.29K
|
4.1K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$6.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
48+ 2.51% |
$4.46K - $6.04K
|
1.96K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
43+ 40.57% |
$3.99K - $5.41K
|
149
$19.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.18% |
$3.71K - $5.03K
|
3.42K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38+ 2.24% |
$3.53K - $4.78K
|
1.74K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.44K - $4.65K
|
37
$4.85K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.76% |
$3.44K - $4.65K
|
2.14K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 4.3% |
$3.34K - $4.53K
|
874
$115K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
35+ 0.08% |
$3.25K - $4.4K
|
45.3K
$5.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 246.15% |
$2.97K - $4.02K
|
45
$5.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
32+ 106.67% |
$2.97K - $4.02K
|
62
$8.13K
|