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 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 15.21% |
$4.13K - $4.86K
|
184
$22.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.54% |
$4.25K - $5K
|
6.31K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.4% |
$4.38K - $5.15K
|
8.68K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 1.99% |
$4.38K - $5.15K
|
1.72K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-36- 2.18% |
$4.5K - $5.3K
|
1.61K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 19.89% |
$4.5K - $5.3K
|
145
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 13.96% |
$4.63K - $5.45K
|
228
$28.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-37- 30.33% |
$4.63K - $5.45K
|
85
$10.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-38- 0.37% |
$4.75K - $5.59K
|
10.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-38- 0.57% |
$4.75K - $5.59K
|
6.68K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-38- 0.95% |
$4.75K - $5.59K
|
3.95K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.99% |
$4.88K - $5.74K
|
1.27K
$156K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.89% |
$5K - $5.89K
|
987
$122K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-41- 1.34% |
$5.13K - $6.03K
|
3.01K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-41- 1.71% |
$5.13K - $6.03K
|
2.36K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 1.53% |
$5.25K - $6.18K
|
2.7K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.22% |
$5.25K - $6.18K
|
18.6K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-43- 1.86% |
$5.38K - $6.33K
|
2.27K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 12.98% |
$5.5K - $6.48K
|
295
$36.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-45- 1.01% |
$5.63K - $6.62K
|
4.39K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-45- 1.14% |
$5.63K - $6.62K
|
3.89K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 1.08% |
$5.63K - $6.62K
|
4.14K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 1.4% |
$5.75K - $6.77K
|
3.25K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-48- 71.64% |
$6K - $7.06K
|
19
$2.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 12.28% |
$6.13K - $7.21K
|
350
$43.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-49- 1.47% |
$6.13K - $7.21K
|
3.28K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-49- 2.49% |
$6.13K - $7.21K
|
1.92K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 2.99% |
$6.25K - $7.36K
|
1.62K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.75% |
$6.5K - $7.65K
|
6.91K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.25% |
$6.63K - $7.8K
|
21.3K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-53- 1.54% |
$6.63K - $7.8K
|
3.39K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-55- 1.79% |
$6.88K - $8.09K
|
3.02K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.27% |
$6.88K - $8.09K
|
20.1K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-55- 0.77% |
$6.88K - $8.09K
|
7.08K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55- 0.59% |
$6.88K - $8.09K
|
9.3K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-57- 0.75% |
$7.13K - $8.39K
|
7.55K
$931K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-58- 1.82% |
$7.25K - $8.54K
|
3.12K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-59- 0.85% |
$7.38K - $8.68K
|
6.84K
$844K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-59- 0.88% |
$7.38K - $8.68K
|
6.68K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-59- 2.03% |
$7.38K - $8.68K
|
2.85K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-59- 0.44% |
$7.38K - $8.68K
|
13.4K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-60- 1.4% |
$7.5K - $8.83K
|
4.24K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-61- 2.18% |
$7.63K - $8.98K
|
2.74K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 2.83% |
$8K - $9.42K
|
2.2K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-64- 2.23% |
$8K - $9.42K
|
2.8K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 1.7% |
$8.38K - $9.86K
|
3.86K
$477K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 2.68% |
$8.75K - $10.3K
|
2.54K
$313K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-71- 4.42% |
$8.88K - $10.4K
|
1.53K
$189K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 1.25% |
$9.13K - $10.7K
|
5.77K
$712K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-74- 1.31% |
$9.25K - $10.9K
|
5.59K
$689K
|