Purchases and Sales Made in Q4 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$110 - $139
|
1.57K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.05% |
$110 - $139
|
1.87K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.7% |
$110 - $139
|
144
$17.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 1.75% |
$110 - $139
|
56
$6.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1- 0.03% |
$110 - $139
|
3.07K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$110 - $139
|
4.24K
$524K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- -0.0% |
$110 - $139
|
28.1K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$221 - $278
|
16.8K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 0.82% |
$331 - $417
|
363
$44.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$331 - $417
|
30
$3.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 80.0% |
$441 - $556
|
1
$124
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 50.0% |
$441 - $556
|
4
$495
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4- 0.14% |
$441 - $556
|
2.93K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-4- 1.57% |
$441 - $556
|
251
$31.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.1% |
$552 - $695
|
5.14K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 0.19% |
$552 - $695
|
2.66K
$329K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.42% |
$552 - $695
|
1.18K
$146K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5- 0.23% |
$552 - $695
|
2.13K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.07% |
$552 - $695
|
6.78K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.36% |
$662 - $834
|
1.65K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 0.52% |
$662 - $834
|
1.15K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-7- 0.62% |
$772 - $973
|
1.12K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 2.73% |
$772 - $973
|
249
$30.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-7- 0.29% |
$772 - $973
|
2.38K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.05% |
$883 - $1.11K
|
16.2K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-8- 0.11% |
$883 - $1.11K
|
7.33K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.11% |
$993 - $1.25K
|
7.93K
$981K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-10- 0.27% |
$1.1K - $1.39K
|
3.71K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10- 0.2% |
$1.1K - $1.39K
|
4.89K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.42% |
$1.1K - $1.39K
|
2.4K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11- 0.55% |
$1.21K - $1.53K
|
1.98K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$1.21K - $1.53K
|
3.57K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 0.63% |
$1.21K - $1.53K
|
1.72K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 5.78% |
$1.43K - $1.81K
|
212
$26.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 1.37% |
$1.66K - $2.08K
|
1.08K
$133K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 9.43% |
$1.66K - $2.08K
|
144
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$1.66K - $2.08K
|
5.84K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 0.45% |
$1.77K - $2.22K
|
3.56K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-16- 0.5% |
$1.77K - $2.22K
|
3.2K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17- 2.1% |
$1.88K - $2.36K
|
793
$98.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.17% |
$1.88K - $2.36K
|
10.1K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-17- 0.23% |
$1.88K - $2.36K
|
7.29K
$902K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-18- 0.39% |
$1.99K - $2.5K
|
4.65K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 1.4% |
$2.21K - $2.78K
|
1.4K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-20- 5.43% |
$2.21K - $2.78K
|
348
$43.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 3.84% |
$2.32K - $2.92K
|
526
$65.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21- 0.49% |
$2.32K - $2.92K
|
4.23K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-22- 1.54% |
$2.43K - $3.06K
|
1.41K
$174K
|