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
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.86K+ 1907.33% |
$266K - $360K
|
3.01K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.54KNew |
$236K - $319K
|
2.54K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49KNew |
$231K - $313K
|
2.49K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.4KNew |
$223K - $302K
|
2.4K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
2.4KNew |
$223K - $302K
|
2.4K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $297K
|
2.36K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.35KNew |
$219K - $296K
|
2.35K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.28KNew |
$212K - $287K
|
2.28K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$197K - $267K
|
2.12K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.12KNew |
$197K - $266K
|
2.12K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 66.67% |
$186K - $251K
|
5K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
2KNew |
$186K - $251K
|
2K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.99KNew |
$185K - $251K
|
1.99K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.99KNew |
$185K - $250K
|
1.99K
$283K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.96KNew |
$182K - $247K
|
1.96K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.95KNew |
$181K - $245K
|
1.95K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.91K+ 21.13% |
$177K - $240K
|
10.9K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.89KNew |
$175K - $237K
|
1.89K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.79K+ 13.79% |
$166K - $224K
|
14.7K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.75KNew |
$163K - $220K
|
1.75K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.46K+ 2.93% |
$135K - $183K
|
51.3K
$7.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 13.01% |
$125K - $170K
|
11.7K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 1.43% |
$125K - $169K
|
95.4K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
974+ 5.7% |
$90.5K - $122K
|
18.1K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
936New |
$86.9K - $118K
|
936
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
750New |
$69.7K - $94.3K
|
750
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
714+ 14.45% |
$66.3K - $89.8K
|
5.66K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
676New |
$62.8K - $85K
|
676
$96.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
670+ 29.02% |
$62.2K - $84.2K
|
2.98K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.92% |
$61.4K - $83.1K
|
17.5K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
598+ 104.36% |
$55.5K - $75.2K
|
1.17K
$167K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 8.4% |
$54.1K - $73.2K
|
7.51K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
576+ 417.39% |
$53.5K - $72.4K
|
714
$102K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
557New |
$51.7K - $70K
|
557
$79.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
533New |
$49.5K - $67K
|
533
$75.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
502New |
$46.6K - $63.1K
|
502
$71.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
493+ 6.23% |
$45.8K - $62K
|
8.41K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
471+ 18.33% |
$43.7K - $59.2K
|
3.04K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
450+ 2.2% |
$41.8K - $56.6K
|
20.9K
$2.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
449New |
$41.7K - $56.5K
|
449
$63.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$33.6K - $45.5K
|
362
$51.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
350New |
$32.5K - $44K
|
350
$49.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
350New |
$32.5K - $44K
|
350
$49.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
317New |
$29.4K - $39.9K
|
317
$45.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
300New |
$27.9K - $37.7K
|
300
$42.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
284+ 15.02% |
$26.4K - $35.7K
|
2.18K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
271+ 30.94% |
$25.2K - $34.1K
|
1.15K
$163K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
267+ 14.74% |
$24.8K - $33.6K
|
2.08K
$296K
|
|