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 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
105+ 6.9% |
$12.4K - $14.6K
|
1.63K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
104+ 5.83% |
$12.3K - $14.5K
|
1.89K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
104+ 2.59% |
$12.3K - $14.5K
|
4.12K
$586K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
103+ 0.91% |
$12.2K - $14.4K
|
11.4K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
101+ 2.07% |
$12K - $14.1K
|
4.98K
$709K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
100+ 1000.0% |
$11.8K - $13.9K
|
110
$15.7K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
100+ 5.81% |
$11.8K - $13.9K
|
1.82K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
100+ 0.24% |
$11.8K - $13.9K
|
41.5K
$5.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
100+ 0.12% |
$11.8K - $13.9K
|
84.5K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100+ 10.16% |
$11.8K - $13.9K
|
1.08K
$154K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
99+ 0.63% |
$11.7K - $13.8K
|
15.8K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
99+ 0.71% |
$11.7K - $13.8K
|
14K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
97+ 3.93% |
$11.5K - $13.5K
|
2.57K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
96+ 10.53% |
$11.4K - $13.4K
|
1.01K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
94+ 23.68% |
$11.1K - $13.1K
|
491
$69.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
93+ 0.57% |
$11K - $13K
|
16.4K
$2.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
90+ 3.26% |
$10.7K - $12.6K
|
2.85K
$406K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
89+ 2.53% |
$10.5K - $12.4K
|
3.61K
$513K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 1.78% |
$10.4K - $12.3K
|
5.04K
$717K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
88+ 2.3% |
$10.4K - $12.3K
|
3.91K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
86+ 0.72% |
$10.2K - $12K
|
12K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
86New |
$10.2K - $12K
|
86
$12.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
84+ 0.41% |
$9.94K - $11.7K
|
20.7K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
83+ 2.76% |
$9.82K - $11.6K
|
3.09K
$440K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 0.95% |
$9.71K - $11.4K
|
8.71K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
81+ 3.37% |
$9.59K - $11.3K
|
2.49K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
81+ 0.27% |
$9.59K - $11.3K
|
30K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
80New |
$9.47K - $11.2K
|
80
$11.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
80+ 3.32% |
$9.47K - $11.2K
|
2.49K
$354K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
80+ 0.86% |
$9.47K - $11.2K
|
9.39K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
80+ 0.6% |
$9.47K - $11.2K
|
13.4K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
79+ 4.21% |
$9.35K - $11K
|
1.96K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
78+ 15.66% |
$9.23K - $10.9K
|
576
$82K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
77+ 2.5% |
$9.11K - $10.7K
|
3.16K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
76+ 1.08% |
$9K - $10.6K
|
7.12K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
75+ 0.45% |
$8.88K - $10.5K
|
16.9K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
75+ 3.83% |
$8.88K - $10.5K
|
2.03K
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
75New |
$8.88K - $10.5K
|
75
$10.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75+ 1.24% |
$8.88K - $10.5K
|
6.12K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 1.62% |
$8.76K - $10.3K
|
4.64K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
74+ 1.55% |
$8.76K - $10.3K
|
4.86K
$691K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 0.5% |
$8.64K - $10.2K
|
14.7K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
73+ 0.47% |
$8.64K - $10.2K
|
15.7K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
72+ 3.95% |
$8.52K - $10K
|
1.89K
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
72+ 2.0% |
$8.52K - $10K
|
3.67K
$523K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
71+ 3.78% |
$8.4K - $9.9K
|
1.95K
$277K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
70+ 0.55% |
$8.29K - $9.76K
|
12.8K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
69+ 0.62% |
$8.17K - $9.62K
|
11.2K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
68+ 295.65% |
$8.05K - $9.48K
|
91
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
68+ 9.58% |
$8.05K - $9.48K
|
778
$111K
|
|