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 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
68+ 0.88% |
$8.05K - $9.48K
|
7.81K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
66+ 0.45% |
$7.81K - $9.2K
|
14.7K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
64+ 0.15% |
$7.58K - $8.93K
|
42.5K
$6.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
64+ 0.44% |
$7.58K - $8.93K
|
14.8K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63+ 0.37% |
$7.46K - $8.79K
|
17.3K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 2.53% |
$7.1K - $8.37K
|
2.43K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
60+ 1.94% |
$7.1K - $8.37K
|
3.15K
$448K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 1.87% |
$7.1K - $8.37K
|
3.27K
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
60+ 1.77% |
$7.1K - $8.37K
|
3.46K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 1.08% |
$7.1K - $8.37K
|
5.59K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
59+ 0.67% |
$6.98K - $8.23K
|
8.87K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
59+ 1.15% |
$6.98K - $8.23K
|
5.2K
$740K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
58+ 0.49% |
$6.87K - $8.09K
|
12K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
58+ 41.73% |
$6.87K - $8.09K
|
197
$28K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
58+ 1.69% |
$6.87K - $8.09K
|
3.49K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
57New |
$6.75K - $7.95K
|
57
$8.11K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
57+ 1.04% |
$6.75K - $7.95K
|
5.52K
$786K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
55+ 3.2% |
$6.51K - $7.67K
|
1.78K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 1.78% |
$6.51K - $7.67K
|
3.15K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
54+ 18.75% |
$6.39K - $7.53K
|
342
$48.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.39K - $7.53K
|
54
$7.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
53+ 44.92% |
$6.27K - $7.39K
|
171
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.15% |
$6.27K - $7.39K
|
36.1K
$5.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
52+ 16.72% |
$6.16K - $7.25K
|
363
$51.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 0.14% |
$6.16K - $7.25K
|
37.5K
$5.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.03% |
$6.04K - $7.11K
|
5.01K
$713K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 9.96% |
$6.04K - $7.11K
|
563
$80.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
BUY
|
- |
50+ 1.79% |
$5.92K - $6.97K
|
2.84K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
50+ 2.7% |
$5.92K - $6.97K
|
1.91K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
50+ 0.04% |
$5.92K - $6.97K
|
115K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 2.0% |
$5.92K - $6.97K
|
2.55K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
50+ 45.05% |
$5.92K - $6.97K
|
161
$22.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
50+ 1.37% |
$5.92K - $6.97K
|
3.71K
$528K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.34% |
$5.92K - $6.97K
|
14.6K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
49+ 125.64% |
$5.8K - $6.83K
|
88
$12.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
48+ 1.24% |
$5.68K - $6.69K
|
3.92K
$558K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
47+ 1.99% |
$5.56K - $6.55K
|
2.41K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47+ 0.62% |
$5.56K - $6.55K
|
7.66K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 1.45% |
$5.56K - $6.55K
|
3.29K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
47+ 1.42% |
$5.56K - $6.55K
|
3.35K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
46New |
$5.45K - $6.42K
|
46
$6.55K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
46+ 18.7% |
$5.45K - $6.42K
|
292
$41.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
45+ 0.63% |
$5.33K - $6.28K
|
7.24K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 1.14% |
$5.33K - $6.28K
|
3.99K
$568K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
45+ 72.58% |
$5.33K - $6.28K
|
107
$15.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
44+ 2.42% |
$5.21K - $6.14K
|
1.86K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43+ 0.4% |
$5.09K - $6K
|
10.7K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 3.8% |
$5.09K - $6K
|
1.18K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
42+ 0.03% |
$4.97K - $5.86K
|
144K
$20.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
41+ 1.0% |
$4.85K - $5.72K
|
4.12K
$587K
|
|