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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
31+ 1.56% |
$2.88K - $3.9K
|
2.02K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.95% |
$2.79K - $3.77K
|
3.19K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30+ 0.49% |
$2.79K - $3.77K
|
6.11K
$801K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
29+ 290.0% |
$2.69K - $3.65K
|
39
$5.12K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 18.3% |
$2.6K - $3.52K
|
181
$23.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28+ 0.47% |
$2.6K - $3.52K
|
6.05K
$794K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 1.47% |
$2.51K - $3.39K
|
1.87K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.39% |
$2.51K - $3.39K
|
7.03K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.35% |
$2.51K - $3.39K
|
2.03K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.34% |
$2.41K - $3.27K
|
7.75K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
26+ 1.11% |
$2.41K - $3.27K
|
2.36K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.51% |
$2.32K - $3.14K
|
4.88K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
25+ 0.74% |
$2.32K - $3.14K
|
3.41K
$448K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24+ 0.09% |
$2.23K - $3.02K
|
27.9K
$3.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
24+ 0.66% |
$2.23K - $3.02K
|
3.67K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24+ 0.62% |
$2.23K - $3.02K
|
3.89K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
24New |
$2.23K - $3.02K
|
24
$3.15K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
23New |
$2.14K - $2.89K
|
23
$3.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23+ 0.42% |
$2.14K - $2.89K
|
5.5K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
23+ 1.03% |
$2.14K - $2.89K
|
2.25K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
23+ 0.26% |
$2.14K - $2.89K
|
8.9K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23+ 0.35% |
$2.14K - $2.89K
|
6.61K
$867K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 7.33% |
$2.04K - $2.77K
|
322
$42.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
22+ 1.33% |
$2.04K - $2.77K
|
1.68K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 0.84% |
$1.86K - $2.51K
|
2.4K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 0.81% |
$1.76K - $2.39K
|
2.37K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19+ 1.04% |
$1.76K - $2.39K
|
1.85K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.81% |
$1.67K - $2.26K
|
1.01K
$133K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.84% |
$1.67K - $2.26K
|
2.16K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.65% |
$1.58K - $2.14K
|
2.61K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.27% |
$1.49K - $2.01K
|
5.93K
$778K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$1.39K - $1.89K
|
15
$1.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
14New |
$1.3K - $1.76K
|
14
$1.84K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.21K - $1.63K
|
2.01K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 8.13% |
$1.21K - $1.63K
|
173
$22.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 0.32% |
$1.11K - $1.51K
|
3.73K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
12+ 1.36% |
$1.11K - $1.51K
|
894
$117K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11+ 0.38% |
$1.02K - $1.38K
|
2.89K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.24% |
$1.02K - $1.38K
|
4.55K
$597K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$929 - $1.26K
|
10
$1.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$929 - $1.26K
|
10
$1.31K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 40.0% |
$929 - $1.26K
|
35
$4.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.55% |
$929 - $1.26K
|
1.84K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 100.0% |
$929 - $1.26K
|
20
$2.62K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.23% |
$836 - $1.13K
|
3.95K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 1.9% |
$743 - $1.01K
|
429
$56.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8+ 0.08% |
$743 - $1.01K
|
10.6K
$1.39M
|