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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 12.8% |
$109K - $147K
|
10.3K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.15K+ 2.19% |
$107K - $145K
|
53.6K
$7.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.13K+ 73.76% |
$105K - $142K
|
2.66K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 0.48% |
$105K - $142K
|
236K
$31M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.12KNew |
$104K - $141K
|
1.12K
$147K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.12K+ 263.15% |
$104K - $141K
|
1.55K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.29% |
$104K - $141K
|
27.2K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 5.8% |
$103K - $139K
|
20.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 32.16% |
$101K - $137K
|
4.48K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.08K+ 0.08% |
$100K - $135K
|
1.42M
$186M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.04K+ 51950.0% |
$96.5K - $131K
|
1.04K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 11.97% |
$96K - $130K
|
9.67K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.02K+ 12.5% |
$94.7K - $128K
|
9.18K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 2.47% |
$94.7K - $128K
|
42.3K
$5.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 2.5% |
$94.4K - $128K
|
41.7K
$5.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.01K+ 4.95% |
$94K - $127K
|
21.4K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
1.01K+ 7.31% |
$93.6K - $127K
|
14.8K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.01K+ 2.65% |
$93.5K - $127K
|
38.9K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
988+ 7.29% |
$91.8K - $124K
|
14.5K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
985+ 5.08% |
$91.5K - $124K
|
20.4K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
981+ 40.71% |
$91.1K - $123K
|
3.39K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
974+ 5.7% |
$90.5K - $122K
|
18.1K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
966+ 41.96% |
$89.7K - $121K
|
3.27K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
953+ 4.91% |
$88.5K - $120K
|
20.4K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
943+ 14.4% |
$87.6K - $119K
|
7.49K
$983K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
937+ 20.55% |
$87K - $118K
|
5.5K
$721K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
936New |
$86.9K - $118K
|
936
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
935+ 23.56% |
$86.8K - $118K
|
4.9K
$643K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
925+ 25.18% |
$85.9K - $116K
|
4.6K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
917+ 0.95% |
$85.2K - $115K
|
97K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
900+ 2.71% |
$83.6K - $113K
|
34.1K
$4.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
898+ 9.97% |
$83.4K - $113K
|
9.9K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
891+ 21.96% |
$82.7K - $112K
|
4.95K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
874+ 16.43% |
$81.2K - $110K
|
6.19K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
854+ 22.07% |
$79.3K - $107K
|
4.72K
$620K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
852+ 8.77% |
$79.1K - $107K
|
10.6K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
852+ 114.67% |
$79.1K - $107K
|
1.6K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
833+ 0.34% |
$77.4K - $105K
|
249K
$32.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
832+ 69.92% |
$77.3K - $105K
|
2.02K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
800New |
$74.3K - $101K
|
800
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 4.82% |
$73.7K - $99.8K
|
17.3K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
787+ 1.39% |
$73.1K - $98.9K
|
57.3K
$7.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
750New |
$69.7K - $94.3K
|
750
$98.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
734+ 11.76% |
$68.2K - $92.3K
|
6.98K
$915K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
730+ 16.39% |
$67.8K - $91.8K
|
5.18K
$680K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
725+ 9.52% |
$67.3K - $91.2K
|
8.34K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
714+ 14.45% |
$66.3K - $89.8K
|
5.66K
$742K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
710+ 1.74% |
$65.9K - $89.3K
|
41.6K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
709+ 2.43% |
$65.8K - $89.1K
|
29.8K
$3.92M
|