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 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
707+ 7.42% |
$65.7K - $88.9K
|
10.2K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
699+ 0.65% |
$64.9K - $87.9K
|
108K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
697+ 18.04% |
$64.7K - $87.6K
|
4.56K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
676New |
$62.8K - $85K
|
676
$88.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
670+ 29.02% |
$62.2K - $84.2K
|
2.98K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
669+ 4.32% |
$62.1K - $84.1K
|
16.1K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
665+ 18.65% |
$61.8K - $83.6K
|
4.23K
$555K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.92% |
$61.4K - $83.1K
|
17.5K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
658+ 2.19% |
$61.1K - $82.7K
|
30.7K
$4.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 4.5% |
$60.6K - $82K
|
15.1K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
650+ 32.61% |
$60.4K - $81.7K
|
2.64K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
649+ 2.67% |
$60.3K - $81.6K
|
24.9K
$3.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
637+ 299.06% |
$59.2K - $80.1K
|
850
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
630+ 10.61% |
$58.5K - $79.2K
|
6.57K
$862K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
628+ 8.87% |
$58.3K - $79K
|
7.71K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
626+ 5.38% |
$58.1K - $78.7K
|
12.3K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
625+ 0.55% |
$58K - $78.6K
|
115K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
614+ 3.15% |
$57K - $77.2K
|
20.1K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
612+ 29.77% |
$56.8K - $76.9K
|
2.67K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
607+ 18.08% |
$56.4K - $76.3K
|
3.96K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
598+ 104.36% |
$55.5K - $75.2K
|
1.17K
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 8.4% |
$54.1K - $73.2K
|
7.51K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
580+ 2.6% |
$53.9K - $72.9K
|
22.9K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
579+ 11.0% |
$53.8K - $72.8K
|
5.84K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
576+ 417.39% |
$53.5K - $72.4K
|
714
$93.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
575+ 0.75% |
$53.4K - $72.3K
|
77.7K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
564+ 11.72% |
$52.4K - $70.9K
|
5.38K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
562+ 3.02% |
$52.2K - $70.7K
|
19.1K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
560+ 22.53% |
$52K - $70.4K
|
3.05K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
557New |
$51.7K - $70K
|
557
$73.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 7.29% |
$50.5K - $68.4K
|
8K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
543+ 5.15% |
$50.4K - $68.3K
|
11.1K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
536+ 1.51% |
$49.8K - $67.4K
|
36K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
533New |
$49.5K - $67K
|
533
$69.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$49.4K - $66.9K
|
532
$69.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
532+ 0.45% |
$49.4K - $66.9K
|
119K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
516+ 2.67% |
$47.9K - $64.9K
|
19.8K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
511+ 8.19% |
$47.5K - $64.2K
|
6.75K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
507+ 3.72% |
$47.1K - $63.7K
|
14.1K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
503+ 14.7% |
$46.7K - $63.2K
|
3.92K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
502New |
$46.6K - $63.1K
|
502
$65.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
500+ 2.65% |
$46.4K - $62.9K
|
19.4K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
493+ 13.37% |
$45.8K - $62K
|
4.18K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
493+ 6.23% |
$45.8K - $62K
|
8.41K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
492+ 3.9% |
$45.7K - $61.9K
|
13.1K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
491+ 5.17% |
$45.6K - $61.7K
|
9.99K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
483+ 18.5% |
$44.9K - $60.7K
|
3.09K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480+ 192.77% |
$44.6K - $60.4K
|
729
$95.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479+ 30.9% |
$44.5K - $60.2K
|
2.03K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
476+ 3.11% |
$44.2K - $59.8K
|
15.8K
$2.07M
|