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 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 5.04% |
$4.85K - $5.72K
|
854
$122K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
40+ 1.27% |
$4.73K - $5.58K
|
3.2K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
39+ 3.47% |
$4.62K - $5.44K
|
1.16K
$165K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
37+ 0.09% |
$4.38K - $5.16K
|
42.3K
$6.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$4.38K - $5.16K
|
37
$5.27K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
37+ 0.83% |
$4.38K - $5.16K
|
4.51K
$641K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
36New |
$4.26K - $5.02K
|
36
$5.12K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 13.09% |
$4.26K - $5.02K
|
311
$44.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$4.14K - $4.88K
|
35
$4.98K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.29% |
$3.91K - $4.6K
|
11.3K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
31+ 0.22% |
$3.67K - $4.32K
|
14.2K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30+ 1.31% |
$3.55K - $4.18K
|
2.31K
$329K
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
28+ 0.62% |
$3.31K - $3.9K
|
4.58K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
28+ 0.46% |
$3.31K - $3.9K
|
6.05K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
27+ 0.27% |
$3.2K - $3.77K
|
10.1K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
25+ 15.15% |
$2.96K - $3.49K
|
190
$27K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 39.68% |
$2.96K - $3.49K
|
88
$12.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25+ 0.3% |
$2.96K - $3.49K
|
8.25K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24+ 0.34% |
$2.84K - $3.35K
|
7.02K
$999K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 1.12% |
$2.84K - $3.35K
|
2.16K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
23+ 52.27% |
$2.72K - $3.21K
|
67
$9.54K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23+ 0.51% |
$2.72K - $3.21K
|
4.52K
$644K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 1.01% |
$2.72K - $3.21K
|
2.29K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
21+ 0.34% |
$2.49K - $2.93K
|
6.27K
$892K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
21+ 1.05% |
$2.49K - $2.93K
|
2.01K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21New |
$2.49K - $2.93K
|
21
$2.99K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
20New |
$2.37K - $2.79K
|
20
$2.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.2% |
$2.25K - $2.65K
|
9.34K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
19+ 0.8% |
$2.25K - $2.65K
|
2.39K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.07% |
$2.25K - $2.65K
|
26.9K
$3.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
19+ 1.04% |
$2.25K - $2.65K
|
1.84K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.22% |
$2.13K - $2.51K
|
8.34K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17+ 0.13% |
$2.01K - $2.37K
|
13.4K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 37.78% |
$2.01K - $2.37K
|
62
$8.82K
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
17+ 0.92% |
$2.01K - $2.37K
|
1.87K
$266K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17+ 0.92% |
$2.01K - $2.37K
|
1.87K
$267K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 21.25% |
$2.01K - $2.37K
|
97
$13.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 1.01% |
$2.01K - $2.37K
|
1.7K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16+ 0.68% |
$1.89K - $2.23K
|
2.39K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
16+ 0.37% |
$1.89K - $2.23K
|
4.31K
$613K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 0.18% |
$1.89K - $2.23K
|
8.84K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.38% |
$1.78K - $2.09K
|
3.98K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
15+ 0.18% |
$1.78K - $2.09K
|
8.27K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.59% |
$1.78K - $2.09K
|
957
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
14+ 0.78% |
$1.66K - $1.95K
|
1.81K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14+ 12.5% |
$1.66K - $1.95K
|
126
$17.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$1.66K - $1.95K
|
14
$1.99K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$1.66K - $1.95K
|
14
$1.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$1.54K - $1.81K
|
13
$1.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.42% |
$1.54K - $1.81K
|
3.1K
$441K
|
|