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 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
453+ 5.75% |
$56.6K - $66.7K
|
8.33K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
452+ 2.33% |
$56.5K - $66.5K
|
19.9K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
451+ 9.97% |
$56.4K - $66.4K
|
4.97K
$613K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$56.3K - $66.2K
|
450
$55.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
449+ 4.69% |
$56.1K - $66.1K
|
10K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
446+ 13.25% |
$55.8K - $65.6K
|
3.81K
$470K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
445+ 7.48% |
$55.6K - $65.5K
|
6.39K
$788K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
444+ 36.51% |
$55.5K - $65.3K
|
1.66K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
444+ 1.77% |
$55.5K - $65.3K
|
25.5K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
443+ 3.55% |
$55.4K - $65.2K
|
12.9K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
442+ 6.43% |
$55.3K - $65K
|
7.31K
$902K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
436New |
$54.5K - $64.2K
|
436
$53.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
436+ 206.64% |
$54.5K - $64.2K
|
647
$79.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
428+ 6.59% |
$53.5K - $63K
|
6.92K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
428+ 5.02% |
$53.5K - $63K
|
8.95K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
425+ 2.62% |
$53.1K - $62.5K
|
16.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
425+ 11.22% |
$53.1K - $62.5K
|
4.21K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
418+ 2.02% |
$52.3K - $61.5K
|
21.1K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
415+ 16.97% |
$51.9K - $61.1K
|
2.86K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
408+ 20.56% |
$51K - $60K
|
2.39K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
408+ 2550.0% |
$51K - $60K
|
424
$52.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
398+ 1.78% |
$49.8K - $58.6K
|
22.8K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
397New |
$49.6K - $58.4K
|
397
$49K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
393+ 0.67% |
$49.1K - $57.8K
|
59K
$7.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
389New |
$48.6K - $57.2K
|
389
$48K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
387+ 35.12% |
$48.4K - $57K
|
1.49K
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
381+ 8.54% |
$47.6K - $56.1K
|
4.84K
$597K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
378+ 7.17% |
$47.3K - $55.6K
|
5.65K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
375+ 0.89% |
$46.9K - $55.2K
|
42.4K
$5.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 6.89% |
$46.8K - $55K
|
5.8K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
373+ 132.27% |
$46.6K - $54.9K
|
655
$80.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
370+ 3.98% |
$46.3K - $54.5K
|
9.67K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
365+ 8.28% |
$45.6K - $53.7K
|
4.77K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
364New |
$45.5K - $53.6K
|
364
$44.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
363+ 25.26% |
$45.4K - $53.4K
|
1.8K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
363+ 0.23% |
$45.4K - $53.4K
|
159K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
358+ 2.1% |
$44.8K - $52.7K
|
17.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
358New |
$44.8K - $52.7K
|
358
$44.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
354+ 4.66% |
$44.3K - $52.1K
|
7.96K
$981K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
352New |
$44K - $51.8K
|
352
$43.4K
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
350+ 4.88% |
$43.8K - $51.5K
|
7.52K
$927K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
346+ 1.65% |
$43.3K - $50.9K
|
21.4K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 9.41% |
$43.1K - $50.8K
|
4.01K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
344+ 1.37% |
$43K - $50.6K
|
25.4K
$3.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
340+ 2.64% |
$42.5K - $50K
|
13.2K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
330+ 9.97% |
$41.3K - $48.6K
|
3.64K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
329+ 0.45% |
$41.1K - $48.4K
|
73.4K
$9.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
328+ 10.3% |
$41K - $48.3K
|
3.51K
$433K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322+ 16.1% |
$40.3K - $47.4K
|
2.32K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
307+ 64.09% |
$38.4K - $45.2K
|
786
$96.9K
|