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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.74K+ 0.91% |
$162K - $219K
|
192K
$25.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.74KNew |
$162K - $219K
|
1.74K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.72KNew |
$160K - $216K
|
1.72K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.72K+ 5.16% |
$160K - $216K
|
35.1K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.72K+ 23.52% |
$160K - $216K
|
9.03K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.72KNew |
$159K - $216K
|
1.72K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.71K+ 93.3% |
$159K - $216K
|
3.55K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 42.96% |
$152K - $206K
|
5.46K
$717K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 1.98% |
$152K - $206K
|
84.6K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 6.82% |
$152K - $206K
|
25.7K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.62K+ 36.64% |
$151K - $204K
|
6.05K
$794K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.6K+ 13.65% |
$149K - $202K
|
13.3K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.6K+ 38.75% |
$149K - $201K
|
5.73K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.58K+ 4.82% |
$147K - $199K
|
34.4K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.58K+ 29.42% |
$146K - $198K
|
6.93K
$909K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.56K+ 41.2% |
$145K - $196K
|
5.35K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.55K+ 22.9% |
$144K - $195K
|
8.34K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.54K+ 7.32% |
$143K - $194K
|
22.6K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54K+ 46.99% |
$143K - $193K
|
4.81K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.52K+ 3.74% |
$141K - $191K
|
42.2K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.52K+ 24.44% |
$141K - $191K
|
7.72K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51K+ 3.78% |
$140K - $190K
|
41.4K
$5.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.5K+ 40.97% |
$139K - $189K
|
5.17K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.5K+ 0.79% |
$139K - $188K
|
190K
$25M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.48K+ 8.08% |
$138K - $187K
|
19.9K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.48K+ 1.42% |
$138K - $186K
|
106K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 48.82% |
$137K - $185K
|
4.48K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.46K+ 19.78% |
$136K - $184K
|
8.86K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 5.0% |
$136K - $184K
|
30.7K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.46K+ 2.93% |
$135K - $183K
|
51.3K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.43K+ 4.86% |
$133K - $180K
|
30.9K
$4.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 10.63% |
$133K - $180K
|
14.9K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.43K+ 12.04% |
$132K - $179K
|
13.3K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 25.6% |
$130K - $176K
|
6.86K
$900K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.39K+ 101.99% |
$129K - $174K
|
2.75K
$360K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 11.44% |
$128K - $173K
|
13.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.37K+ 62.43% |
$127K - $172K
|
3.57K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 13.01% |
$125K - $170K
|
11.7K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 1.43% |
$125K - $169K
|
95.4K
$12.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.31K+ 37.81% |
$121K - $164K
|
4.76K
$624K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.29K+ 2.63% |
$120K - $162K
|
50.4K
$6.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 0.7% |
$119K - $161K
|
185K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.27KNew |
$118K - $159K
|
1.27K
$166K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.24K+ 4.65% |
$115K - $156K
|
27.9K
$3.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.22K+ 39.14% |
$113K - $153K
|
4.32K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.22K+ 6.67% |
$113K - $153K
|
19.4K
$2.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.2KNew |
$112K - $151K
|
1.2K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.2KNew |
$111K - $151K
|
1.2K
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 55.51% |
$109K - $148K
|
3.3K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.17K+ 9.85% |
$109K - $148K
|
13.1K
$1.72M
|