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 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.96KNew |
$246K - $289K
|
1.96K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.94K+ 107.19% |
$242K - $285K
|
3.74K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.94K+ 0.53% |
$242K - $285K
|
370K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.91KNew |
$239K - $281K
|
1.91K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.88K+ 7.77% |
$235K - $277K
|
26.1K
$3.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 6.39% |
$232K - $273K
|
30.9K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 4.71% |
$232K - $273K
|
41.3K
$5.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.85K+ 6.8% |
$231K - $272K
|
29K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$227K - $267K
|
1.82K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.8K+ 7.23% |
$225K - $265K
|
26.7K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.8K+ 2.37% |
$225K - $265K
|
77.9K
$9.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$224K - $263K
|
1.79K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 2.73% |
$223K - $262K
|
67.2K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.77K+ 121.25% |
$221K - $260K
|
3.23K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.75KNew |
$219K - $257K
|
1.75K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73KNew |
$217K - $255K
|
1.73K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.66K+ 98.4% |
$208K - $244K
|
3.35K
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 1.04% |
$207K - $244K
|
160K
$19.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.65K+ 8.73% |
$207K - $243K
|
20.6K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 12.79% |
$206K - $242K
|
14.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.62KNew |
$203K - $238K
|
1.62K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.62KNew |
$202K - $238K
|
1.62K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.61KNew |
$201K - $236K
|
1.61K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.6KNew |
$200K - $235K
|
1.6K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57KNew |
$196K - $231K
|
1.57K
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.55KNew |
$194K - $228K
|
1.55K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$193K - $227K
|
1.54K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.54KNew |
$192K - $226K
|
1.54K
$190K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.53KNew |
$191K - $225K
|
1.53K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.53KNew |
$191K - $225K
|
1.53K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.52K+ 4.88% |
$190K - $224K
|
32.6K
$4.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.48K+ 21.55% |
$185K - $218K
|
8.34K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.47K+ 16.58% |
$184K - $216K
|
10.3K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.46K+ 17.99% |
$183K - $215K
|
9.6K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$182K - $214K
|
1.46K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.43K+ 6.29% |
$178K - $210K
|
24.1K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.36K+ 89.25% |
$170K - $200K
|
2.89K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.34K+ 3.53% |
$167K - $197K
|
39.2K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 20.44% |
$167K - $196K
|
7.87K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 1.3% |
$167K - $196K
|
104K
$12.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.33K+ 185.22% |
$166K - $195K
|
2.05K
$253K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.33K+ 2.87% |
$166K - $195K
|
47.5K
$5.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.3K+ 14.19% |
$163K - $191K
|
10.5K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 4.4% |
$162K - $191K
|
30.7K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.29K+ 28.17% |
$162K - $190K
|
5.89K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.26K+ 2.25% |
$158K - $186K
|
57.4K
$7.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.26K+ 10.6% |
$158K - $186K
|
13.2K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.23K+ 9.17% |
$154K - $181K
|
14.6K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$150K - $177K
|
1.2K
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.2K+ 27.52% |
$149K - $176K
|
5.54K
$685K
|