Purchases and Sales Made in Q3 2024 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
717
New
$89.6K - $106K
717 $88.4K
Nov 12, 2024 Q3 2024
Glenview Trust CO

Louisville, KY
BUY
 -
716
+ 9.05%
$89.5K - $105K
8.63K $1.06M
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
701
+ 1.14%
$87.6K - $103K
62.4K $7.69M
Nov 12, 2024 Q3 2024
Lokken Investment Group LLC

BUY
 -
699
+ 8.37%
$87.4K - $103K
9.05K $1.12M
Nov 04, 2024 Q3 2024
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
695
+ 9.32%
$86.9K - $102K
8.15K $1.01M
Oct 17, 2024 Q3 2024
Kmg Fiduciary Partners, LLC

BUY
 -
690
+ 4.8%
$86.3K - $102K
15.1K $1.86M
Nov 12, 2024 Q3 2024
Close Asset Management LTD

BUY
 -
686
+ 30.5%
$85.8K - $101K
2.94K $362K
Oct 21, 2024 Q3 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
684
+ 115.35%
$85.5K - $101K
1.28K $157K
Nov 07, 2024 Q3 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
679
+ 4.02%
$84.9K - $99.9K
17.6K $2.17M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
665
+ 1.81%
$83.1K - $97.9K
37.5K $4.62M
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
654
+ 1.52%
$81.8K - $96.2K
43.8K $5.4M
Oct 22, 2024 Q3 2024
Commerzbank Aktiengesellschaft

BUY
 -
651
+ 2.75%
$81.4K - $95.8K
24.3K $3M
Nov 14, 2024 Q3 2024
Wahed Invest LLC

New York, NY
BUY
 -
644
+ 6.77%
$80.5K - $94.8K
10.2K $1.25M
Nov 14, 2024 Q3 2024
Community Bank, N.A.

BUY
 -
632
+ 3.87%
$79K - $93K
17K $2.09M
Dec 19, 2024 Q3 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
628
+ 4.26%
$78.5K - $92.4K
15.4K $1.89M
Nov 12, 2024 Q3 2024
Spears Abacus Advisors LLC

BUY
 -
625
+ 5.59%
$78.1K - $92K
11.8K $1.46M
Nov 05, 2024 Q3 2024
Mqs Management LLC

BUY
 -
612
+ 25.9%
$76.5K - $90.1K
2.98K $367K
Nov 05, 2024 Q3 2024
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
611
+ 1.88%
$76.4K - $89.9K
33.1K $4.09M
Nov 04, 2024 Q3 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
609
+ 7.92%
$76.1K - $89.6K
8.3K $1.02M
Nov 15, 2024 Q3 2024
Resources Management Corp

West Hartford, CT
BUY
 -
602
+ 5.7%
$75.3K - $88.6K
11.2K $1.38M
Nov 08, 2024 Q3 2024
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
600
+ 6.98%
$75K - $88.3K
9.2K $1.13M
Nov 08, 2024 Q3 2024
Cypress Capital Group

BUY
 -
597
+ 0.92%
$74.6K - $87.9K
65.3K $8.05M
Oct 07, 2024 Q3 2024
Marion Wealth Management

BUY
 -
575
+ 4.66%
$71.9K - $84.6K
12.9K $1.59M
Nov 12, 2024 Q3 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
571
+ 25.65%
$71.4K - $84K
2.8K $345K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
569
New
$71.1K - $83.7K
569 $70.2K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
567
+ 56.36%
$70.9K - $83.4K
1.57K $194K
Oct 16, 2024 Q3 2024
Mitchell & Pahl Private Wealth, LLC

BUY
 -
560
+ 3.14%
$70K - $82.4K
18.4K $2.27M
Oct 08, 2024 Q3 2024
Gratus Wealth Advisors, LLC

Virginia Beach, VA
BUY
 -
550
+ 24.85%
$68.8K - $80.9K
2.76K $341K
Nov 14, 2024 Q3 2024
Clifford Swan Investment Counsel LLC

BUY
 -
548
+ 3.24%
$68.5K - $80.6K
17.5K $2.15M
Oct 17, 2024 Q3 2024
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
540
+ 1.23%
$67.5K - $79.5K
44.4K $5.47M
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
538
+ 14.05%
$67.3K - $79.2K
4.37K $538K
Nov 01, 2024 Q3 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
537
+ 6.18%
$67.1K - $79K
9.23K $1.14M
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
533
+ 25.14%
$66.6K - $78.4K
2.65K $327K
Oct 28, 2024 Q3 2024
Americana Partners, LLC

Houston, TX
BUY
 -
530
+ 2.42%
$66.3K - $78K
22.4K $2.77M
Nov 13, 2024 Q3 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
525
+ 45.69%
$65.6K - $77.3K
1.67K $206K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
525
+ 5.35%
$65.6K - $77.3K
10.3K $1.28M
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
520
+ 4.91%
$65K - $76.5K
11.1K $1.37M
Nov 12, 2024 Q3 2024
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
501
+ 1.79%
$62.6K - $73.7K
28.5K $3.51M
Oct 09, 2024 Q3 2024
Independence Bank Of Kentucky

BUY
 -
495
+ 46.22%
$61.9K - $72.8K
1.57K $193K
Nov 01, 2024 Q3 2024
Td Asset Management Inc

BUY
 -
495
+ 0.33%
$61.9K - $72.8K
152K $18.7M
Nov 13, 2024 Q3 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
492
+ 1.11%
$61.5K - $72.4K
44.8K $5.53M
Oct 17, 2024 Q3 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
486
+ 1.94%
$60.8K - $71.5K
25.5K $3.15M
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
481
+ 4.42%
$60.1K - $70.8K
11.4K $1.4M
Nov 04, 2024 Q3 2024
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
477
+ 28.63%
$59.6K - $70.2K
2.14K $264K
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
472
+ 4.09%
$59K - $69.5K
12K $1.48M
Oct 11, 2024 Q3 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
470
+ 1.1%
$58.8K - $69.2K
43K $5.31M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
466
+ 20.93%
$58.3K - $68.6K
2.69K $332K
Oct 15, 2024 Q3 2024
Hilltop National Bank

Casper, WY
BUY
 -
465
+ 7.07%
$58.1K - $68.4K
7.04K $868K
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
455
+ 36.96%
$56.9K - $67K
1.69K $208K

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