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
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.91K+ 9.73% |
$363K - $428K
|
32.7K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.83KNew |
$353K - $416K
|
2.83K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.82KNew |
$353K - $415K
|
2.82K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.81K+ 5.92% |
$351K - $414K
|
50.3K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74KNew |
$343K - $403K
|
2.74K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$341K - $401K
|
2.73K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.73K+ 4.72% |
$341K - $401K
|
60.4K
$7.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.72K+ 93.6% |
$340K - $400K
|
5.63K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.7KNew |
$337K - $397K
|
2.7K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$337K - $396K
|
2.69K
$332K
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.69K+ 187.9% |
$336K - $395K
|
4.12K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.65KNew |
$331K - $390K
|
2.65K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.61K+ 6.92% |
$326K - $384K
|
40.3K
$4.97M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.59K+ 101.05% |
$324K - $381K
|
5.15K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.55KNew |
$319K - $376K
|
2.55K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.55K+ 65.11% |
$318K - $375K
|
6.46K
$797K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.53K+ 2.71% |
$316K - $372K
|
96K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$315K - $371K
|
2.52K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.5K+ 81.16% |
$312K - $368K
|
5.58K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.45K+ 18.35% |
$306K - $360K
|
15.8K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.45K+ 0.37% |
$306K - $360K
|
666K
$82.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.41K+ 8.72% |
$302K - $355K
|
30.1K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.4K+ 41.77% |
$300K - $354K
|
8.15K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.38K+ 13.74% |
$297K - $350K
|
19.7K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 5.63% |
$295K - $347K
|
44.3K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.32KNew |
$290K - $342K
|
2.32K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.32K+ 22.18% |
$289K - $341K
|
12.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.27K+ 11.81% |
$284K - $335K
|
21.5K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.27K+ 36.5% |
$284K - $334K
|
8.49K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.23KNew |
$278K - $327K
|
2.23K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.21K+ 59.75% |
$276K - $325K
|
5.9K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$275K - $324K
|
2.2K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.18KNew |
$273K - $321K
|
2.18K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$268K - $315K
|
2.14K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.14KNew |
$267K - $315K
|
2.14K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.13KNew |
$266K - $313K
|
2.13K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.13K+ 58.35% |
$266K - $313K
|
5.78K
$712K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.12KNew |
$266K - $313K
|
2.12K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 13.54% |
$265K - $312K
|
17.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.12K+ 0.86% |
$265K - $312K
|
247K
$30.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.08K+ 9.78% |
$260K - $306K
|
23.3K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.07K+ 1.85% |
$259K - $305K
|
114K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.06KNew |
$258K - $304K
|
2.06K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.06K+ 20.46% |
$258K - $304K
|
12.1K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.05K+ 26.26% |
$256K - $301K
|
9.85K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.04K+ 660.52% |
$255K - $300K
|
2.35K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.04K+ 7.77% |
$255K - $300K
|
28.3K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.29% |
$253K - $298K
|
707K
$87.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.01K+ 38.2% |
$252K - $296K
|
7.28K
$898K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2KNew |
$250K - $294K
|
2K
$247K
|