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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
340+ 4.88% |
$40.2K - $47.4K
|
7.31K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
337+ 1.7% |
$39.9K - $47K
|
20.2K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
335+ 1.08% |
$39.7K - $46.7K
|
31.2K
$4.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
332+ 7.41% |
$39.3K - $46.3K
|
4.82K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
320+ 5.48% |
$37.9K - $44.6K
|
6.16K
$877K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
320New |
$37.9K - $44.6K
|
320
$45.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
320New |
$37.9K - $44.6K
|
320
$45.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319+ 15.33% |
$37.8K - $44.5K
|
2.4K
$342K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
313+ 1.22% |
$37K - $43.7K
|
26K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
307+ 4.08% |
$36.3K - $42.8K
|
7.83K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
304+ 0.9% |
$36K - $42.4K
|
34.3K
$4.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
300New |
$35.5K - $41.8K
|
300
$42.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 16.43% |
$35.5K - $41.8K
|
2.13K
$303K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
294+ 4.75% |
$34.8K - $41K
|
6.49K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
291+ 2.98% |
$34.4K - $40.6K
|
10.1K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
282+ 149.21% |
$33.4K - $39.3K
|
471
$67K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
273+ 0.98% |
$32.3K - $38.1K
|
28.2K
$4.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
268+ 3.15% |
$31.7K - $37.4K
|
8.77K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
267+ 0.68% |
$31.6K - $37.2K
|
39.3K
$5.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
263New |
$31.1K - $36.7K
|
263
$37.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
262New |
$31K - $36.5K
|
262
$37.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
261+ 15.35% |
$30.9K - $36.4K
|
1.96K
$279K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
261+ 6.71% |
$30.9K - $36.4K
|
4.15K
$591K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
256+ 12.48% |
$30.3K - $35.7K
|
2.31K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
248+ 8.59% |
$29.4K - $34.6K
|
3.14K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
248+ 14.42% |
$29.4K - $34.6K
|
1.97K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
241+ 100.84% |
$28.5K - $33.6K
|
480
$68.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
237+ 1.1% |
$28.1K - $33.1K
|
21.8K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
235+ 0.8% |
$27.8K - $32.8K
|
29.7K
$4.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
234+ 4.53% |
$27.7K - $32.6K
|
5.4K
$769K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
231+ 10.45% |
$27.3K - $32.2K
|
2.44K
$348K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
231+ 0.48% |
$27.3K - $32.2K
|
47.9K
$6.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
230+ 8.11% |
$27.2K - $32.1K
|
3.07K
$436K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
227+ 0.97% |
$26.9K - $31.7K
|
23.6K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
227+ 10.16% |
$26.9K - $31.7K
|
2.46K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
225+ 1.06% |
$26.6K - $31.4K
|
21.5K
$3.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
225+ 8.51% |
$26.6K - $31.4K
|
2.87K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
222+ 50.68% |
$26.3K - $31K
|
660
$93.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
222+ 4.52% |
$26.3K - $31K
|
5.14K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
219+ 7.22% |
$25.9K - $30.5K
|
3.25K
$463K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
217+ 8.68% |
$25.7K - $30.3K
|
2.72K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
215+ 12.71% |
$25.4K - $30K
|
1.91K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
215+ 6.58% |
$25.4K - $30K
|
3.48K
$496K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
213+ 4.02% |
$25.2K - $29.7K
|
5.52K
$785K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
211+ 191.82% |
$25K - $29.4K
|
321
$45.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
211+ 4.03% |
$25K - $29.4K
|
5.45K
$775K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
205+ 5.64% |
$24.3K - $28.6K
|
3.84K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
200+ 3.33% |
$23.7K - $27.9K
|
6.2K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
200+ 2.0% |
$23.7K - $27.9K
|
10.2K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 1.72% |
$23.7K - $27.9K
|
11.8K
$1.68M
|
|