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 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$375 - $442
|
3.87K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$375 - $442
|
15.1K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.09% |
$375 - $442
|
3.28K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.11% |
$375 - $442
|
2.86K
$352K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.01% |
$375 - $442
|
38.9K
$4.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$250 - $294
|
252
$31.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.15% |
$250 - $294
|
1.33K
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.25% |
$250 - $294
|
162
$20K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$250 - $294
|
2.89K
$357K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$250 - $294
|
2
$247
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.17% |
$250 - $294
|
1.17K
$144K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $147
|
2.38K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.61% |
$125 - $147
|
166
$20.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$125 - $147
|
1
$123
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.55K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$125 - $147
|
1.77K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$125 - $147
|
271
$33.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$125 - $147
|
1.26K
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.19% |
$125 - $147
|
85
$10.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.85K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $147
|
10.1K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.31% |
$125 - $147
|
319
$39.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.95% |
$125 - $147
|
106
$13.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $147
|
3.4K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$125 - $147
|
1.87K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$125 - $147
|
132
$16.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.7% |
$125 - $147
|
143
$17.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.07% |
$125 - $147
|
1.42K
$176K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.23% |
$250 - $294
|
864
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 1.69% |
$250 - $294
|
116
$14.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2- 0.96% |
$250 - $294
|
207
$25.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-2- 0.12% |
$250 - $294
|
1.61K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2- 0.03% |
$250 - $294
|
6.16K
$759K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 28.57% |
$250 - $294
|
5
$617
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 0.53% |
$375 - $442
|
558
$68.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3- 1.06% |
$375 - $442
|
280
$34.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-4- 0.21% |
$500 - $589
|
1.92K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5- 0.27% |
$625 - $736
|
1.85K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5- 0.29% |
$625 - $736
|
1.72K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.15% |
$625 - $736
|
3.28K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5- 0.29% |
$625 - $736
|
1.73K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-6- 0.03% |
$750 - $883
|
22.2K
$2.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-6- 0.15% |
$750 - $883
|
4.01K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.1% |
$750 - $883
|
5.77K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 1.28% |
$1K - $1.18K
|
616
$76K
|