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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
573+ 1.92% |
$67.8K - $79.9K
|
30.4K
$4.33M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
566+ 13.14% |
$67K - $78.9K
|
4.88K
$694K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
566+ 10.02% |
$67K - $78.9K
|
6.21K
$884K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
561+ 91.07% |
$66.4K - $78.2K
|
1.18K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
560+ 26.88% |
$66.3K - $78.1K
|
2.64K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
552+ 2.29% |
$65.3K - $77K
|
24.7K
$3.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
549+ 0.82% |
$65K - $76.6K
|
67.3K
$9.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
548+ 2.76% |
$64.9K - $76.4K
|
20.4K
$2.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
545+ 7.03% |
$64.5K - $76K
|
8.29K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
543+ 11.67% |
$64.3K - $75.7K
|
5.2K
$740K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
537+ 4.76% |
$63.6K - $74.9K
|
11.8K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
534+ 3814.29% |
$63.2K - $74.5K
|
548
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
516+ 6.82% |
$61.1K - $72K
|
8.09K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
507+ 1.0% |
$60K - $70.7K
|
51K
$7.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
507+ 17.16% |
$60K - $70.7K
|
3.46K
$493K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
504+ 13.58% |
$59.7K - $70.3K
|
4.22K
$600K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
496+ 3.68% |
$58.7K - $69.2K
|
14K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
485New |
$57.4K - $67.6K
|
485
$69K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
485+ 25.06% |
$57.4K - $67.6K
|
2.42K
$344K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
475+ 10.6% |
$56.2K - $66.2K
|
4.96K
$706K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
474+ 23.87% |
$56.1K - $66.1K
|
2.46K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
473+ 6.5% |
$56K - $66K
|
7.75K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
460+ 12.73% |
$54.5K - $64.2K
|
4.07K
$580K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
452+ 3.95% |
$53.5K - $63K
|
11.9K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
433+ 7.94% |
$51.3K - $60.4K
|
5.89K
$838K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
425+ 1.03% |
$50.3K - $59.3K
|
41.6K
$5.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
425+ 10.85% |
$50.3K - $59.3K
|
4.34K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
417+ 5.57% |
$49.4K - $58.2K
|
7.91K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
411+ 8.15% |
$48.7K - $57.3K
|
5.45K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
408+ 23.46% |
$48.3K - $56.9K
|
2.15K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
400+ 50.0% |
$47.3K - $55.8K
|
1.2K
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
400+ 400.0% |
$47.3K - $55.8K
|
500
$71.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
400+ 15.28% |
$47.3K - $55.8K
|
3.02K
$429K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
391+ 5.07% |
$46.3K - $54.5K
|
8.1K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
389+ 1.91% |
$46K - $54.2K
|
20.8K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
387+ 1.47% |
$45.8K - $54K
|
26.7K
$3.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
375+ 0.94% |
$44.4K - $52.3K
|
40.3K
$5.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
375+ 3.36% |
$44.4K - $52.3K
|
11.6K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
370+ 9.96% |
$43.8K - $51.6K
|
4.08K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
369+ 2.82% |
$43.7K - $51.5K
|
13.5K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
369+ 3.61% |
$43.7K - $51.5K
|
10.6K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
365+ 0.27% |
$43.2K - $50.9K
|
137K
$19.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
361New |
$42.7K - $50.3K
|
361
$51.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
360+ 0.79% |
$42.6K - $50.2K
|
46K
$6.55M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
353+ 0.07% |
$41.8K - $49.2K
|
491K
$69.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
352+ 7.39% |
$41.7K - $49.1K
|
5.11K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
350+ 9.78% |
$41.4K - $48.8K
|
3.93K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
350New |
$41.4K - $48.8K
|
350
$49.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
348+ 1.71% |
$41.2K - $48.5K
|
20.7K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
344+ 9.12% |
$40.7K - $48K
|
4.11K
$586K
|
|