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 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.16K+ 5.55% |
$256K - $302K
|
41.1K
$5.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.16K+ 26.67% |
$255K - $301K
|
10.3K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
2.15K+ 148.86% |
$255K - $300K
|
3.6K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 24.5% |
$255K - $300K
|
10.9K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.12K+ 2.0% |
$251K - $296K
|
108K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.1K+ 15.84% |
$249K - $293K
|
15.4K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.08KNew |
$247K - $291K
|
2.08K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.08KNew |
$246K - $290K
|
2.08K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.08K+ 1.55% |
$246K - $290K
|
136K
$19.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.05KNew |
$243K - $286K
|
2.05K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.04K+ 94.83% |
$241K - $284K
|
4.18K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.03KNew |
$241K - $284K
|
2.03K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2KNew |
$237K - $279K
|
2K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
2KNew |
$237K - $279K
|
2K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 62.17% |
$237K - $279K
|
5.22K
$742K
|
|
|
Nov 14, 2025
Q3 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.99KNew |
$236K - $278K
|
1.99K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.99KNew |
$236K - $278K
|
1.99K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.99KNew |
$236K - $278K
|
1.99K
$283K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.94K+ 0.76% |
$230K - $271K
|
256K
$36.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.9K+ 35.37% |
$225K - $265K
|
7.28K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 3.48% |
$225K - $265K
|
56.4K
$8.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.88KNew |
$222K - $262K
|
1.88K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.87K+ 90.05% |
$222K - $261K
|
3.95K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.87K+ 20.7% |
$221K - $261K
|
10.9K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.86KNew |
$220K - $259K
|
1.86K
$265K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.86K+ 3.64% |
$220K - $259K
|
53K
$7.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
1.86KNew |
$220K - $259K
|
1.86K
$265K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.86K+ 11.2% |
$220K - $259K
|
18.4K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.85K+ 2014.13% |
$219K - $258K
|
1.95K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85K+ 5.14% |
$219K - $258K
|
37.9K
$5.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.84K+ 0.13% |
$217K - $256K
|
1.42M
$202M
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.84KNew |
$217K - $256K
|
1.84K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.83KNew |
$217K - $255K
|
1.83K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$217K - $255K
|
1.83K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$215K - $253K
|
1.82K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.81KNew |
$214K - $252K
|
1.81K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.8KNew |
$214K - $252K
|
1.8K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.8KNew |
$213K - $251K
|
1.8K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
1.8KNew |
$213K - $251K
|
1.8K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.78K+ 11.17% |
$211K - $248K
|
17.7K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.77K+ 19.7% |
$210K - $247K
|
10.8K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.77KNew |
$209K - $246K
|
1.77K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.75KNew |
$207K - $243K
|
1.75K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.73KNew |
$205K - $241K
|
1.73K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$204K - $240K
|
1.72K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.72KNew |
$203K - $240K
|
1.72K
$245K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71K+ 37.85% |
$202K - $238K
|
6.22K
$885K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.71KNew |
$202K - $238K
|
1.71K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
1.7K+ 11.47% |
$201K - $237K
|
16.5K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.69KNew |
$200K - $236K
|
1.69K
$241K
|
|