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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 35.56% |
$61.3K - $72.1K
|
888
$110K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-490- 26.56% |
$61.3K - $72.1K
|
1.36K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-493- 20.89% |
$61.6K - $72.6K
|
1.87K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-498- 2.2% |
$62.3K - $73.3K
|
22.1K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-499- 0.76% |
$62.4K - $73.4K
|
65.5K
$8.08M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-500- 2.56% |
$62.5K - $73.6K
|
19.1K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 1.25% |
$62.5K - $73.6K
|
39.4K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-500- 6.56% |
$62.5K - $73.6K
|
7.13K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-500- 0.68% |
$62.5K - $73.6K
|
73.3K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 11.67% |
$62.5K - $73.6K
|
3.78K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-500- 0.65% |
$62.5K - $73.6K
|
76.6K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-500- 3.7% |
$62.5K - $73.6K
|
13K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-507- 14.71% |
$63.4K - $74.6K
|
2.94K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-507- 4.74% |
$63.4K - $74.6K
|
10.2K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-513- 0.49% |
$64.1K - $75.5K
|
105K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-521- 6.22% |
$65.1K - $76.7K
|
7.85K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-522- 3.35% |
$65.3K - $76.8K
|
15.1K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-523- 11.03% |
$65.4K - $77K
|
4.22K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-524- 2.14% |
$65.5K - $77.1K
|
24K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-530- 4.77% |
$66.3K - $78K
|
10.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-540- 3.67% |
$67.5K - $79.5K
|
14.2K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-564- 1.16% |
$70.5K - $83K
|
48K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-583- 14.88% |
$72.9K - $85.8K
|
3.34K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-586- 26.2% |
$73.3K - $86.2K
|
1.65K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 3.89% |
$73.6K - $86.7K
|
14.5K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-592- 2.06% |
$74K - $87.1K
|
28.1K
$3.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-592- 3.48% |
$74K - $87.1K
|
16.4K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-596- 1.64% |
$74.5K - $87.7K
|
35.8K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-611- 1.21% |
$76.4K - $89.9K
|
49.8K
$6.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-637- 0.33% |
$79.6K - $93.7K
|
190K
$23.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-641- 8.48% |
$80.1K - $94.3K
|
6.91K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-643- 2.0% |
$80.4K - $94.6K
|
31.6K
$3.89M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-646- 2.76% |
$80.8K - $95.1K
|
22.8K
$2.81M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-655- 9.69% |
$81.9K - $96.4K
|
6.1K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-658- 4.28% |
$82.3K - $96.8K
|
14.7K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-659- 1.96% |
$82.4K - $97K
|
33K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-669- 2.01% |
$83.6K - $98.5K
|
32.6K
$4.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-678- 14.78% |
$84.8K - $99.8K
|
3.91K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 19.59% |
$85.3K - $100K
|
2.8K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-696- 5.23% |
$87K - $102K
|
12.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.0% |
$87.5K - $103K
|
69.2K
$8.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-743- 25.8% |
$92.9K - $109K
|
2.14K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-748- 20.32% |
$93.5K - $110K
|
2.93K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-752- 32.23% |
$94K - $111K
|
1.58K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-755- 6.42% |
$94.4K - $111K
|
11K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-756- 1.9% |
$94.5K - $111K
|
38.9K
$4.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-757- 0.92% |
$94.6K - $111K
|
81.7K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-774- 0.5% |
$96.8K - $114K
|
155K
$19.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-775- 16.33% |
$96.9K - $114K
|
3.97K
$490K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-783- 20.95% |
$97.9K - $115K
|
2.95K
$364K
|