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 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
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
52.8KNew |
$6.02M - $6.95M
|
52.8K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$2.52M - $2.91M
|
22.1K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.8K+ 11086.7% |
$2.37M - $2.74M
|
21K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Engine Capital Management, LP
New York, NY |
BUY
|
- |
20KNew |
$2.28M - $2.63M
|
20K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.25M - $2.6M
|
19.8K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.8KNew |
$1.69M - $1.95M
|
14.8K
$2.11M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.2KNew |
$1.39M - $1.61M
|
12.2K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.23M - $1.42M
|
10.8K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
10K+ 30.77% |
$1.14M - $1.32M
|
42.5K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.71KNew |
$1.11M - $1.28M
|
9.71K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.12KNew |
$1.04M - $1.2M
|
9.12K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.19KNew |
$933K - $1.08M
|
8.19K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$877K - $1.01M
|
7.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
5.89KNew |
$671K - $774K
|
5.89K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$570K - $658K
|
5K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.8KNew |
$547K - $631K
|
4.8K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.72KNew |
$537K - $621K
|
4.72K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.3KNew |
$489K - $565K
|
4.3K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
4.2K+ 21.32% |
$479K - $553K
|
23.9K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.12KNew |
$470K - $542K
|
4.12K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.02KNew |
$458K - $529K
|
4.02K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.84KNew |
$437K - $505K
|
3.84K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.6KNew |
$410K - $473K
|
3.6K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 9.71% |
$409K - $472K
|
40.6K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.43K+ 51.73% |
$391K - $451K
|
10.1K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.1KNew |
$353K - $408K
|
3.1K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.6KNew |
$296K - $342K
|
2.6K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.57KNew |
$293K - $338K
|
2.57K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.28KNew |
$260K - $300K
|
2.28K
$324K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.18KNew |
$248K - $287K
|
2.18K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.05KNew |
$233K - $269K
|
2.05K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.02KNew |
$230K - $266K
|
2.02K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01K+ 10.52% |
$229K - $265K
|
21.1K
$3.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.9KNew |
$217K - $250K
|
1.9K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$206K - $238K
|
1.81K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$205K - $237K
|
1.8K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.74KNew |
$199K - $229K
|
1.74K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.71KNew |
$195K - $225K
|
1.71K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.7KNew |
$193K - $223K
|
1.7K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.64KNew |
$187K - $216K
|
1.64K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.5KNew |
$171K - $197K
|
1.5K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 42.86% |
$171K - $197K
|
5K
$712K
|
|