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 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
307+ 2.33% |
$28.5K - $38.6K
|
13.5K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
248+ 10.47% |
$23K - $31.2K
|
2.62K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
186+ 3.48% |
$17.3K - $23.4K
|
5.53K
$714K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.14% |
$13.9K - $18.9K
|
2.59K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
148+ 0.31% |
$13.7K - $18.6K
|
47.9K
$6.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
147+ 7.7% |
$13.7K - $18.5K
|
2.06K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
138+ 2.07% |
$12.8K - $17.4K
|
6.81K
$878K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$12.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 58.82% |
$9.29K - $12.6K
|
270
$34.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
96+ 5.58% |
$8.92K - $12.1K
|
1.82K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 3.26% |
$8.82K - $11.9K
|
3.01K
$388K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
85+ 2.41% |
$7.89K - $10.7K
|
3.61K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
84+ 2.8% |
$7.8K - $10.6K
|
3.08K
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 3.59% |
$6.69K - $9.05K
|
2.08K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
53+ 19.63% |
$4.92K - $6.66K
|
323
$41.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$42.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$6.45K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.76% |
$3.44K - $4.65K
|
2.14K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
31+ 1.56% |
$2.88K - $3.9K
|
2.02K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30+ 0.49% |
$2.79K - $3.77K
|
6.11K
$788K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.35% |
$2.51K - $3.39K
|
2.03K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
24New |
$2.23K - $3.02K
|
24
$3.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
22+ 1.33% |
$2.04K - $2.77K
|
1.68K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.84% |
$1.67K - $2.26K
|
2.16K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.06K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.27% |
$1.49K - $2.01K
|
5.93K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
12+ 1.36% |
$1.11K - $1.51K
|
894
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.24% |
$1.02K - $1.38K
|
4.55K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.18% |
$464 - $629
|
2.79K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.09% |
$464 - $629
|
5.47K
$706K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.58% |
$464 - $629
|
872
$112K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.04% |
$279 - $377
|
7.94K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$186 - $251
|
251
$32.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.9% |
$186 - $251
|
107
$13.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 1.35% |
$186 - $251
|
150
$19.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$92.9 - $126
|
2.49K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$92.9 - $126
|
3.78K
$487K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
15M+ 1929.03% |
$1.7B - $1.97B
|
15.7M
$2.03B
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
13.8MNew |
$1.58B - $1.82B
|
13.8M
$1.78B
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.7M+ 724.81% |
$421M - $486M
|
4.21M
$543M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.27MNew |
$144M - $167M
|
1.27M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
1.17M+ 57.48% |
$133M - $153M
|
3.2M
$412M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
989K+ 57.23% |
$113M - $130M
|
2.72M
$350M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
705K+ 209.03% |
$80.3M - $92.7M
|
1.04M
$134M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
682K+ 11.32% |
$77.8M - $89.8M
|
6.71M
$866M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
653K+ 15.88% |
$74.4M - $85.9M
|
4.77M
$615M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
377K+ 11.08% |
$43M - $49.6M
|
3.78M
$488M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
264K+ 3.1% |
$30.1M - $34.7M
|
8.79M
$1.13B
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
236K+ 170.48% |
$26.8M - $31M
|
374K
$48.2M
|
|