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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.49% |
$1.42K - $1.67K
|
818
$116K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11+ 2.1% |
$1.3K - $1.53K
|
534
$76K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.03% |
$1.3K - $1.53K
|
32.4K
$4.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11+ 0.49% |
$1.3K - $1.53K
|
2.28K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.04% |
$1.18K - $1.39K
|
27.4K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
10+ 0.27% |
$1.18K - $1.39K
|
3.72K
$529K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
10+ 0.16% |
$1.18K - $1.39K
|
6.3K
$896K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
10+ 0.42% |
$1.18K - $1.39K
|
2.37K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 3.98% |
$1.18K - $1.39K
|
261
$37.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 0.45% |
$1.07K - $1.26K
|
2K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 2.82% |
$1.07K - $1.26K
|
328
$46.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$1.07K - $1.26K
|
5.09K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$947 - $1.12K
|
6.46K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
8+ 0.33% |
$947 - $1.12K
|
2.4K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.34% |
$947 - $1.12K
|
2.37K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
8New |
$947 - $1.12K
|
8
$1.14K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$947 - $1.12K
|
8
$1.14K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 0.94% |
$947 - $1.12K
|
858
$122K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
8+ 1.01% |
$947 - $1.12K
|
801
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8+ 5.06% |
$947 - $1.12K
|
166
$23.6K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.3% |
$947 - $1.12K
|
2.66K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.21% |
$947 - $1.12K
|
3.78K
$539K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$829 - $976
|
4.1K
$584K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
7+ 10.77% |
$829 - $976
|
72
$10.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.22% |
$829 - $976
|
3.26K
$464K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.91% |
$829 - $976
|
775
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.92% |
$829 - $976
|
764
$109K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.22% |
$710 - $837
|
2.71K
$386K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6+ 0.12% |
$710 - $837
|
5.1K
$725K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
6+ 0.55% |
$710 - $837
|
1.1K
$156K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6+ 0.06% |
$710 - $837
|
10.6K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 3.31% |
$710 - $837
|
187
$26.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$710 - $837
|
1.84K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.89% |
$592 - $697
|
178
$25.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5New |
$592 - $697
|
5
$712
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.68% |
$592 - $697
|
739
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5+ 0.29% |
$592 - $697
|
1.72K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5+ 0.16% |
$592 - $697
|
3.22K
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.71% |
$592 - $697
|
707
$101K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.9% |
$592 - $697
|
560
$79.7K
|
|