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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.27K+ 98.44% |
$211K - $285K
|
4.57K
$600K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.26K+ 4.8% |
$210K - $284K
|
49.4K
$6.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.23K+ 73.15% |
$207K - $280K
|
5.27K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.22K+ 15.39% |
$206K - $279K
|
16.6K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.19KNew |
$204K - $276K
|
2.19K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.17KNew |
$202K - $273K
|
2.17K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.14K+ 0.36% |
$198K - $268K
|
589K
$77.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 25.05% |
$198K - $268K
|
10.6K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$197K - $267K
|
2.12K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.11K+ 10.68% |
$196K - $265K
|
21.9K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.05KNew |
$190K - $258K
|
2.05K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
2.03K+ 3.43% |
$189K - $256K
|
61.2K
$8.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 0.25% |
$188K - $255K
|
816K
$107M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.01K+ 2.18% |
$187K - $253K
|
94.2K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.01KNew |
$186K - $252K
|
2.01K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 66.67% |
$186K - $251K
|
5K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.99KNew |
$185K - $251K
|
1.99K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.99K+ 88.13% |
$185K - $250K
|
4.25K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.99KNew |
$185K - $250K
|
1.99K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 6.65% |
$183K - $248K
|
31.7K
$4.15M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.95KNew |
$181K - $245K
|
1.95K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 71.92% |
$181K - $245K
|
4.65K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
1.95K+ 4.09% |
$181K - $245K
|
49.5K
$6.49M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$180K - $244K
|
1.94K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.91K+ 21.13% |
$177K - $240K
|
10.9K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.9KNew |
$176K - $239K
|
1.9K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.9K+ 3.17% |
$176K - $239K
|
61.8K
$8.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.9KNew |
$176K - $238K
|
1.9K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 18.98% |
$176K - $238K
|
11.9K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.89KNew |
$175K - $237K
|
1.89K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.87K+ 2.45% |
$174K - $236K
|
78.4K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.87KNew |
$174K - $236K
|
1.87K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.86K+ 2.11% |
$173K - $234K
|
90.1K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86K+ 5.3% |
$172K - $233K
|
36.9K
$4.84M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.84KNew |
$171K - $231K
|
1.84K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.83KNew |
$170K - $230K
|
1.83K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8K+ 97.25% |
$168K - $227K
|
3.66K
$480K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.8KNew |
$167K - $226K
|
1.8K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.79KNew |
$167K - $225K
|
1.79K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$164K - $222K
|
1.77K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.76KNew |
$164K - $221K
|
1.76K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $221K
|
1.76K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$230K
|