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 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 5.85% |
$13.1K - $17.7K
|
2.55K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
119+ 37.3% |
$11.1K - $15K
|
438
$62.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
CALL |
100New |
$9.29K - $12.6K
|
100
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$14.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$9.29K - $12.6K
|
100
$14.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
82+ 2.76% |
$7.62K - $10.3K
|
3.05K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82+ 62.12% |
$7.62K - $10.3K
|
214
$30.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
80+ 6.82% |
$7.43K - $10.1K
|
1.25K
$178K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.84% |
$7.34K - $9.93K
|
2.86K
$407K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$6.69K - $9.05K
|
72
$10.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
68+ 4.87% |
$6.32K - $8.55K
|
1.46K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 4.12% |
$5.57K - $7.54K
|
1.52K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 9.27% |
$5.2K - $7.04K
|
660
$93.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
54+ 2.19% |
$5.01K - $6.79K
|
2.52K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53+ 19.2% |
$4.92K - $6.66K
|
329
$46.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
52+ 3.08% |
$4.83K - $6.54K
|
1.74K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
51New |
$4.74K - $6.41K
|
51
$7.26K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.64K - $6.29K
|
50
$7.12K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
43+ 40.57% |
$3.99K - $5.41K
|
149
$21.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 4.3% |
$3.34K - $4.53K
|
874
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 246.15% |
$2.97K - $4.02K
|
45
$6.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
32+ 106.67% |
$2.97K - $4.02K
|
62
$8.82K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 1.47% |
$2.51K - $3.39K
|
1.87K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
23+ 1.03% |
$2.14K - $2.89K
|
2.25K
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23+ 0.35% |
$2.14K - $2.89K
|
6.61K
$941K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 7.33% |
$2.04K - $2.77K
|
322
$45.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.81% |
$1.67K - $2.26K
|
1.01K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.28K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.28K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.49K - $2.01K
|
16
$2.28K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$1.39K - $1.89K
|
15
$2.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
14New |
$1.3K - $1.76K
|
14
$1.99K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.21K - $1.63K
|
2.01K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 0.32% |
$1.11K - $1.51K
|
3.73K
$531K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$929 - $1.26K
|
10
$1.42K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
8+ 0.27% |
$743 - $1.01K
|
2.98K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 10.29% |
$650 - $880
|
75
$10.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 116.67% |
$650 - $880
|
13
$1.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 71.43% |
$464 - $629
|
12
$1.71K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$464 - $629
|
5
$712
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5New |
$464 - $629
|
5
$712
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.58% |
$464 - $629
|
872
$124K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.53% |
$371 - $503
|
757
$108K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.49% |
$92.9 - $126
|
68
$9.68K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$92.9 - $126
|
87
$12.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.14% |
$92.9 - $126
|
725
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
131KNew |
$14.9M - $17.2M
|
131K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
100KNew |
$11.4M - $13.2M
|
100K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
85.9KNew |
$9.79M - $11.3M
|
85.9K
$12.2M
|
|