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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 16.71% |
$1.64M - $1.93M
|
91.8K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.1K+ 0.36% |
$1.64M - $1.93M
|
3.66M
$451M
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
13K+ 59.09% |
$1.63M - $1.91M
|
35K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.9K+ 53.24% |
$1.62M - $1.9M
|
37.2K
$4.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.5K+ 45.71% |
$1.56M - $1.83M
|
39.7K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
12.3KNew |
$1.54M - $1.81M
|
12.3K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 2.27% |
$1.42M - $1.68M
|
513K
$63.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.31M - $1.55M
|
10.5K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 253.49% |
$1.29M - $1.52M
|
14.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
10.1K+ 2.72% |
$1.27M - $1.49M
|
383K
$47.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 80.9% |
$1.26M - $1.48M
|
22.5K
$2.77M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
9.93K+ 4.29% |
$1.24M - $1.46M
|
242K
$29.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.65KNew |
$1.21M - $1.42M
|
9.65K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
9.58KNew |
$1.2M - $1.41M
|
9.58K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.41K+ 8.27% |
$1.18M - $1.39M
|
123K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.2K+ 22.11% |
$1.15M - $1.35M
|
50.8K
$6.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.19K+ 0.49% |
$1.15M - $1.35M
|
1.87M
$230M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.51K+ 331.44% |
$1.06M - $1.25M
|
11.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.36K+ 1.71% |
$1.04M - $1.23M
|
497K
$61.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.24KNew |
$1.03M - $1.21M
|
8.24K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.17K+ 50.55% |
$1.02M - $1.2M
|
24.3K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 40.18% |
$1.01M - $1.19M
|
28.3K
$3.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.1K+ 24.99% |
$1.01M - $1.19M
|
40.5K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.08K+ 1.06% |
$1.01M - $1.19M
|
769K
$94.8M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.94KNew |
$993K - $1.17M
|
7.94K
$979K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
7.86K+ 6.67% |
$983K - $1.16M
|
126K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.83K+ 212.14% |
$979K - $1.15M
|
11.5K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.57K+ 159.4% |
$947K - $1.11M
|
12.3K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.48K+ 310.37% |
$935K - $1.1M
|
9.89K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
7.36KNew |
$920K - $1.08M
|
7.36K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.24K+ 13.15% |
$904K - $1.06M
|
62.3K
$7.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6.9KNew |
$862K - $1.01M
|
6.9K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.84K+ 35.52% |
$855K - $1.01M
|
26.1K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
6.82K+ 18.42% |
$853K - $1M
|
43.9K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
6.68K+ 2.32% |
$835K - $983K
|
295K
$36.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
6.66KNew |
$833K - $980K
|
6.66K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.66K+ 10.94% |
$832K - $980K
|
67.5K
$8.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.4K+ 10.46% |
$800K - $942K
|
67.5K
$8.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.21KNew |
$777K - $914K
|
6.21K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.05KNew |
$757K - $891K
|
6.05K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.95K+ 3.06% |
$744K - $876K
|
201K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.91K+ 170.55% |
$738K - $869K
|
9.37K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.9K+ 21.78% |
$737K - $868K
|
33K
$4.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.67KNew |
$709K - $834K
|
5.67K
$699K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.66K+ 63.72% |
$708K - $833K
|
14.6K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.6K+ 22.91% |
$701K - $825K
|
30.1K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.38K+ 25.38% |
$672K - $791K
|
26.6K
$3.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.35K+ 22.99% |
$669K - $787K
|
28.6K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.35KNew |
$668K - $787K
|
5.35K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.26K+ 8.68% |
$657K - $773K
|
65.8K
$8.12M
|