Purchases and Sales Made in Q3 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 2024. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
306+ 0.88% |
$38.3K - $45K
|
35K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
306+ 1.54% |
$38.3K - $45K
|
20.2K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
304New |
$38K - $44.7K
|
304
$37.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 5.86% |
$37.5K - $44.2K
|
5.42K
$668K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 6.47% |
$37.5K - $44.2K
|
4.94K
$609K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
291+ 5.02% |
$36.4K - $42.8K
|
6.09K
$751K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
289+ 14.49% |
$36.1K - $42.5K
|
2.28K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
286+ 2.72% |
$35.8K - $42.1K
|
10.8K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
279+ 18.28% |
$34.9K - $41.1K
|
1.81K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
275+ 10.19% |
$34.4K - $40.5K
|
2.97K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
267+ 16.2% |
$33.4K - $39.3K
|
1.92K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
267+ 1.75% |
$33.4K - $39.3K
|
15.5K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
265+ 1.85% |
$33.1K - $39K
|
14.6K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
265+ 2.37% |
$33.1K - $39K
|
11.5K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
263+ 75.36% |
$32.9K - $38.7K
|
612
$75.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
261+ 1.38% |
$32.6K - $38.4K
|
19.2K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
255+ 13.57% |
$31.9K - $37.5K
|
2.13K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
254+ 12.16% |
$31.8K - $37.4K
|
2.34K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
251+ 6.72% |
$31.4K - $36.9K
|
3.98K
$491K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
247+ 12.37% |
$30.9K - $36.4K
|
2.24K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
246+ 0.58% |
$30.8K - $36.2K
|
42.8K
$5.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
246+ 50.72% |
$30.8K - $36.2K
|
731
$90.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
241+ 5.92% |
$30.1K - $35.5K
|
4.31K
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
240+ 4.94% |
$30K - $35.3K
|
5.1K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 2.4% |
$30K - $35.3K
|
10.2K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
235+ 0.25% |
$29.4K - $34.6K
|
94.4K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
233+ 8.77% |
$29.1K - $34.3K
|
2.89K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
232+ 1.55% |
$29K - $34.1K
|
15.2K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.71% |
$29K - $34.1K
|
13.8K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
229New |
$28.6K - $33.7K
|
229
$28.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
229+ 15.27% |
$28.6K - $33.7K
|
1.73K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
228+ 0.98% |
$28.5K - $33.6K
|
23.5K
$2.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
224+ 11.05% |
$28K - $33K
|
2.25K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 0.6% |
$28K - $33K
|
37.6K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
222+ 5.95% |
$27.8K - $32.7K
|
3.95K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
220+ 15.47% |
$27.5K - $32.4K
|
1.64K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
216+ 7.2% |
$27K - $31.8K
|
3.22K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 0.53% |
$26.9K - $31.6K
|
40.5K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
212+ 6.18% |
$26.5K - $31.2K
|
3.64K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210+ 34.15% |
$26.3K - $30.9K
|
825
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
206+ 3.56% |
$25.8K - $30.3K
|
5.99K
$739K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
206+ 12.55% |
$25.8K - $30.3K
|
1.85K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 9.03% |
$25.5K - $30K
|
2.46K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
203+ 3.05% |
$25.4K - $29.9K
|
6.87K
$847K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
202+ 8.34% |
$25.3K - $29.7K
|
2.62K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$25K - $29.4K
|
200
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$25K - $29.4K
|
200
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
198+ 0.54% |
$24.8K - $29.1K
|
37.2K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
197+ 12.69% |
$24.6K - $29K
|
1.75K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 4.94% |
$24.3K - $28.6K
|
4.12K
$508K
|