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 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 2.89% |
$124K - $146K
|
37.2K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.03K+ 1.33% |
$122K - $144K
|
78.8K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 12.39% |
$122K - $144K
|
9.38K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.03K+ 6.66% |
$122K - $144K
|
16.5K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.02K+ 7.01% |
$121K - $143K
|
15.6K
$2.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.01K+ 22.66% |
$120K - $141K
|
5.47K
$778K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
1.01K+ 5.41% |
$119K - $140K
|
19.6K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1K+ 4000.0% |
$118K - $139K
|
1.03K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
982+ 2.57% |
$116K - $137K
|
39.3K
$5.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
967New |
$114K - $135K
|
967
$138K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
966+ 37.82% |
$114K - $135K
|
3.52K
$501K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
948+ 47.05% |
$112K - $132K
|
2.96K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
906+ 37.99% |
$107K - $126K
|
3.29K
$468K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
900+ 3.23% |
$107K - $126K
|
28.8K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
899+ 42.97% |
$106K - $125K
|
2.99K
$426K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
896+ 26.0% |
$106K - $125K
|
4.34K
$618K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
871+ 33.4% |
$103K - $121K
|
3.48K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
857+ 15.05% |
$101K - $120K
|
6.55K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
850+ 1700.0% |
$101K - $119K
|
900
$128K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
847+ 8.55% |
$100K - $118K
|
10.8K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
844+ 3.66% |
$99.9K - $118K
|
23.9K
$3.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
843+ 2.17% |
$99.8K - $118K
|
39.7K
$5.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
831+ 1.85% |
$98.4K - $116K
|
45.8K
$6.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
827+ 38.11% |
$97.9K - $115K
|
3K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
824+ 19.4% |
$97.5K - $115K
|
5.07K
$722K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
806+ 15.37% |
$95.4K - $112K
|
6.05K
$861K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
800+ 2.93% |
$94.7K - $112K
|
28.1K
$4M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
777+ 2.9% |
$92K - $108K
|
27.6K
$3.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
772+ 1.95% |
$91.4K - $108K
|
40.3K
$5.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
770+ 10.19% |
$91.1K - $107K
|
8.32K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
761+ 32.66% |
$90.1K - $106K
|
3.09K
$440K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
746+ 3.48% |
$88.3K - $104K
|
22.2K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
728+ 19.9% |
$86.2K - $102K
|
4.39K
$624K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
711+ 3.35% |
$84.2K - $99.2K
|
21.9K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
708+ 33.07% |
$83.8K - $98.7K
|
2.85K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700+ 58.33% |
$82.9K - $97.6K
|
1.9K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
696New |
$82.4K - $97.1K
|
696
$99.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
692+ 4.16% |
$81.9K - $96.5K
|
17.3K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 12.41% |
$80.8K - $95.3K
|
6.19K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
680+ 18.18% |
$80.5K - $94.8K
|
4.42K
$629K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
679+ 37.95% |
$80.4K - $94.7K
|
2.47K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
667+ 3.85% |
$79K - $93K
|
18K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
655+ 10.83% |
$77.5K - $91.3K
|
6.7K
$954K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
641+ 14.3% |
$75.9K - $89.4K
|
5.13K
$729K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
637+ 12.69% |
$75.4K - $88.8K
|
5.66K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
629+ 1.99% |
$74.5K - $87.7K
|
32.3K
$4.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
629New |
$74.5K - $87.7K
|
629
$89.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
601+ 0.91% |
$71.1K - $83.8K
|
66.7K
$9.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
594+ 23.28% |
$70.3K - $82.8K
|
3.15K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
581+ 0.44% |
$68.8K - $81K
|
132K
$18.8M
|
|