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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-8.63K- 25.66% |
$1.08M - $1.27M
|
25K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.76K- 26.52% |
$1.09M - $1.29M
|
24.3K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-9.24K- 57.54% |
$1.15M - $1.36M
|
6.82K
$841K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-9.34K- 54.91% |
$1.17M - $1.37M
|
7.67K
$945K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.35K- 42.3% |
$1.17M - $1.38M
|
12.8K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.35K- 14.79% |
$1.17M - $1.38M
|
53.9K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.55K- 7.16% |
$1.19M - $1.41M
|
124K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 52.05% |
$1.27M - $1.5M
|
9.37K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10.3K- 69.77% |
$1.29M - $1.52M
|
4.46K
$550K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.4K- 4.41% |
$1.3M - $1.53M
|
225K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-10.8K- 81.91% |
$1.35M - $1.6M
|
2.39K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$1.37M - $1.61M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-11.2K- 13.66% |
$1.4M - $1.65M
|
70.8K
$8.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-11.5K- 51.83% |
$1.44M - $1.69M
|
10.7K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.9K- 3.69% |
$1.49M - $1.76M
|
311K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 5.18% |
$1.55M - $1.82M
|
227K
$27.9M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-12.5K- 16.74% |
$1.56M - $1.84M
|
62.1K
$7.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-12.6K- 13.16% |
$1.57M - $1.85M
|
82.8K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.9K- 45.6% |
$1.62M - $1.91M
|
15.4K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.3K- 16.46% |
$1.66M - $1.96M
|
67.5K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.4K- 17.78% |
$1.67M - $1.97M
|
61.9K
$7.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-13.6K- 8.16% |
$1.7M - $2M
|
153K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13.7K- 39.61% |
$1.71M - $2.02M
|
20.9K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-14.1K- 34.05% |
$1.76M - $2.07M
|
27.3K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.2K- 61.67% |
$1.77M - $2.09M
|
8.81K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 89.44% |
$1.79M - $2.11M
|
1.69K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-15.5K- 2.86% |
$1.94M - $2.28M
|
525K
$64.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 78.91% |
$1.95M - $2.3M
|
4.18K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-15.7K- 4.18% |
$1.97M - $2.31M
|
361K
$44.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.8K- 18.03% |
$1.98M - $2.33M
|
71.9K
$8.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.7K- 19.61% |
$2.09M - $2.46M
|
68.5K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-16.8K- 51.79% |
$2.1M - $2.47M
|
15.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-19.5K- 15.28% |
$2.44M - $2.87M
|
108K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-19.7K- 30.29% |
$2.46M - $2.9M
|
45.3K
$5.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-19.7K- 23.5% |
$2.46M - $2.9M
|
64.1K
$7.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20.4K- 14.15% |
$2.55M - $3M
|
124K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21.1K- 91.09% |
$2.63M - $3.1M
|
2.06K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-22.8K- 98.42% |
$2.85M - $3.36M
|
366
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.1K- 21.5% |
$2.88M - $3.39M
|
84.2K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-25K- 5.56% |
$3.13M - $3.68M
|
425K
$52.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.7K- 28.54% |
$3.22M - $3.79M
|
64.4K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-27.5K- 3.4% |
$3.44M - $4.05M
|
782K
$96.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-28.5K- 33.24% |
$3.56M - $4.19M
|
57.2K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-29.5K- 93.19% |
$3.69M - $4.35M
|
2.16K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.6K- 7.01% |
$3.7M - $4.35M
|
393K
$48.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-30.4K- 94.86% |
$3.8M - $4.47M
|
1.65K
$203K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-31.1K- 47.89% |
$3.89M - $4.58M
|
33.9K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-31.6K- 0.37% |
$3.95M - $4.65M
|
8.45M
$1.04B
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-32.6K- 8.62% |
$4.08M - $4.8M
|
346K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-32.7K- 4.07% |
$4.09M - $4.81M
|
770K
$94.9M
|