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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
277K+ 2691.79% |
$35.1M - $39.4M
|
287K
$40.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 10.23% |
$1.78M - $2M
|
151K
$21.5M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.48K+ 14.76% |
$441K - $496K
|
27.1K
$3.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.25KNew |
$285K - $320K
|
2.25K
$320K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1.64KNew |
$207K - $233K
|
1.64K
$233K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 3.28% |
$164K - $184K
|
40.6K
$5.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
973+ 49.85% |
$123K - $138K
|
2.93K
$416K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
964+ 8.97% |
$122K - $137K
|
11.7K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
948+ 10.69% |
$120K - $135K
|
9.82K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
874+ 10.5% |
$111K - $124K
|
9.2K
$1.31M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
733+ 2.61% |
$92.9K - $104K
|
28.8K
$4.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
722+ 46.49% |
$91.5K - $103K
|
2.28K
$324K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
643+ 4.56% |
$81.5K - $91.5K
|
14.7K
$2.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
429+ 9.96% |
$54.4K - $61.1K
|
4.74K
$674K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
382+ 6.53% |
$48.4K - $54.4K
|
6.23K
$887K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
341+ 7.34% |
$43.2K - $48.5K
|
4.99K
$710K
|
|
|
Jan 08, 2026
Q4 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
311+ 1.26% |
$39.4K - $44.3K
|
25K
$3.56M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
298+ 1.44% |
$37.8K - $42.4K
|
20.9K
$2.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
263+ 8.37% |
$33.3K - $37.4K
|
3.41K
$485K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
200New |
$25.4K - $28.5K
|
200
$28.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
192+ 16.31% |
$24.3K - $27.3K
|
1.37K
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
168+ 3.91% |
$21.3K - $23.9K
|
4.46K
$635K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
166+ 4.46% |
$21K - $23.6K
|
3.89K
$554K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.42% |
$12.7K - $14.2K
|
4.24K
$603K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
83+ 6.32% |
$10.5K - $11.8K
|
1.4K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
75+ 1.39% |
$9.51K - $10.7K
|
5.48K
$779K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
74+ 0.22% |
$9.38K - $10.5K
|
33.8K
$4.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 1.49% |
$7.48K - $8.4K
|
4.01K
$571K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50+ 2.16% |
$6.34K - $7.12K
|
2.36K
$336K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
34+ 0.1% |
$4.31K - $4.84K
|
34.8K
$4.95M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.9K - $2.13K
|
15
$2.13K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
10+ 0.51% |
$1.27K - $1.42K
|
1.96K
$279K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.76% |
$507 - $569
|
527
$75K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 19.05% |
$507 - $569
|
25
$3.56K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.23% |
$507 - $569
|
1.76K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.54K
$362K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.65K
$376K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.66% |
$127 - $142
|
152
$21.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.93% |
$127 - $142
|
109
$15.5K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.36M+ 11.55% |
$634M - $747M
|
51.7M
$7.36B
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.53M+ 424.71% |
$181M - $214M
|
1.89M
$269M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.27M+ 1060.17% |
$150M - $177M
|
1.39M
$198M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
604K+ 612.26% |
$71.5M - $84.2M
|
702K
$100M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
586K+ 17.93% |
$69.4M - $81.7M
|
3.85M
$549M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
326K+ 36.01% |
$38.6M - $45.4M
|
1.23M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
318KNew |
$37.7M - $44.4M
|
318K
$45.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
307K+ 59.51% |
$36.3M - $42.8M
|
823K
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
287K+ 40.39% |
$34M - $40.1M
|
999K
$142M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
254KNew |
$30.1M - $35.4M
|
254K
$36.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 5.62% |
$27.9M - $32.9M
|
4.43M
$631M
|
|