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
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.37K+ 12.13% |
$398K - $469K
|
31.1K
$4.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.32K+ 40.84% |
$393K - $464K
|
11.5K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.29K+ 6.22% |
$390K - $459K
|
56.2K
$8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.28K+ 10.66% |
$388K - $457K
|
34K
$4.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.27K+ 74.77% |
$387K - $456K
|
7.64K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.23K+ 1.13% |
$382K - $450K
|
289K
$41.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.23KNew |
$382K - $450K
|
3.23K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.16K+ 7.08% |
$374K - $441K
|
47.8K
$6.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.15K+ 9.34% |
$373K - $439K
|
36.9K
$5.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 3.21% |
$372K - $439K
|
101K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.08KNew |
$365K - $430K
|
3.08K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
3.08KNew |
$365K - $430K
|
3.08K
$439K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.05K+ 3.06% |
$361K - $425K
|
103K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.04K+ 34.62% |
$360K - $425K
|
11.8K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.02K+ 6.78% |
$358K - $422K
|
47.7K
$6.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.93K+ 26.13% |
$347K - $409K
|
14.1K
$2.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.92K+ 1077.86% |
$346K - $407K
|
3.19K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.91KNew |
$344K - $406K
|
2.91K
$414K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.85K+ 2.93% |
$337K - $397K
|
99.8K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.8K+ 5.23% |
$332K - $391K
|
56.4K
$8.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.77KNew |
$328K - $387K
|
2.77K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.77K+ 23.34% |
$328K - $386K
|
14.6K
$2.08M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
2.72KNew |
$322K - $379K
|
2.72K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
2.65KNew |
$314K - $370K
|
2.65K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.65K+ 52.53% |
$314K - $370K
|
7.7K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.64KNew |
$313K - $369K
|
2.64K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 6.17% |
$309K - $364K
|
44.9K
$6.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.6KNew |
$307K - $362K
|
2.6K
$369K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.59KNew |
$306K - $361K
|
2.59K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.51K+ 18.82% |
$297K - $350K
|
15.9K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.48K+ 58.7% |
$293K - $345K
|
6.7K
$953K
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.44K+ 10.81% |
$289K - $340K
|
25K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.43K+ 3.78% |
$288K - $339K
|
66.7K
$9.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.41K+ 3.3% |
$285K - $336K
|
75.5K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 34.8% |
$285K - $336K
|
9.34K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.38KNew |
$282K - $332K
|
2.38K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.37K+ 72.33% |
$280K - $330K
|
5.64K
$803K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 89.2% |
$276K - $325K
|
4.94K
$703K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.3K+ 25.43% |
$273K - $321K
|
11.4K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.45% |
$271K - $319K
|
33K
$4.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$271K - $319K
|
2.29K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 61.0% |
$269K - $317K
|
5.99K
$853K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$267K - $315K
|
2.26K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26KNew |
$267K - $315K
|
2.26K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.26K+ 7.37% |
$267K - $315K
|
32.8K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.25KNew |
$266K - $313K
|
2.25K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.24K+ 21.42% |
$265K - $312K
|
12.7K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$264K - $311K
|
2.23K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 27.7% |
$260K - $306K
|
10.1K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.19K+ 1.26% |
$259K - $305K
|
176K
$25.1M
|
|