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 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.52KNew |
$180K - $212K
|
1.52K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.52KNew |
$180K - $212K
|
1.52K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.52K+ 60.92% |
$180K - $212K
|
4.01K
$570K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.52KNew |
$179K - $211K
|
1.52K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
1.51KNew |
$179K - $211K
|
1.51K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.51KNew |
$179K - $211K
|
1.51K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.51KNew |
$178K - $210K
|
1.51K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$178K - $210K
|
1.5K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
1.5KNew |
$178K - $209K
|
1.5K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5KNew |
$178K - $209K
|
1.5K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.5K+ 56.69% |
$178K - $209K
|
4.15K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$178K - $209K
|
1.5K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.5KNew |
$177K - $209K
|
1.5K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.5K+ 19.6% |
$177K - $209K
|
9.13K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.49K+ 2.25% |
$176K - $208K
|
67.7K
$9.63M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.49KNew |
$176K - $207K
|
1.49K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.48KNew |
$176K - $207K
|
1.48K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.48K+ 17.34% |
$176K - $207K
|
10K
$1.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.47KNew |
$174K - $205K
|
1.47K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.47KNew |
$174K - $205K
|
1.47K
$209K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.47KNew |
$174K - $205K
|
1.47K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.43K+ 2.48% |
$169K - $199K
|
58.9K
$8.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.39K+ 603.46% |
$165K - $194K
|
1.63K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 43.36% |
$163K - $193K
|
4.57K
$650K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.36K+ 13.65% |
$161K - $190K
|
11.4K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36K+ 2.55% |
$161K - $189K
|
54.5K
$7.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 6.68% |
$160K - $188K
|
21.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1.33K+ 1.07% |
$157K - $185K
|
125K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 34.16% |
$155K - $183K
|
5.15K
$733K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 34.65% |
$154K - $181K
|
5.06K
$720K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.26K+ 11.82% |
$149K - $176K
|
11.9K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.25K+ 36.91% |
$148K - $175K
|
4.65K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.24KNew |
$146K - $172K
|
1.24K
$176K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 17.94% |
$146K - $172K
|
8.09K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.22K+ 14.4% |
$145K - $171K
|
9.72K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 17.81% |
$144K - $170K
|
8.06K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.19K+ 9.47% |
$141K - $166K
|
13.7K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.19K+ 24.78% |
$140K - $165K
|
5.97K
$849K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.18K+ 7.96% |
$139K - $164K
|
16K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.17K+ 16.91% |
$139K - $163K
|
8.1K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.17K+ 19.56% |
$138K - $163K
|
7.15K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.15K+ 37.58% |
$136K - $160K
|
4.19K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.12K+ 43.67% |
$133K - $156K
|
3.69K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 0.51% |
$131K - $155K
|
219K
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.09K+ 6.81% |
$129K - $153K
|
17.2K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.08K+ 1.01% |
$128K - $151K
|
108K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 1.27% |
$127K - $150K
|
85.7K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 60.66% |
$127K - $150K
|
2.84K
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 3.34% |
$125K - $148K
|
32.7K
$4.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.05K+ 5.89% |
$124K - $146K
|
18.9K
$2.68M
|
|