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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-183- 2.86% |
$20.2K - $25.4K
|
6.21K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-184- 0.34% |
$20.3K - $25.6K
|
54.5K
$6.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-191- 1.04% |
$21.1K - $26.5K
|
18.1K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.97% |
$22.1K - $27.8K
|
3.15K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$22.1K - $27.8K
|
2.46K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-206- 0.22% |
$22.7K - $28.6K
|
94.2K
$11.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-210- 7.75% |
$23.2K - $29.2K
|
2.5K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-218- 1.08% |
$24.1K - $30.3K
|
19.9K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-219- 3.2% |
$24.2K - $30.4K
|
6.62K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-223- 1.27% |
$24.6K - $31K
|
17.3K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-224- 17.53% |
$24.7K - $31.1K
|
1.05K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-228- 2.28% |
$25.2K - $31.7K
|
9.79K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-228- 0.61% |
$25.2K - $31.7K
|
37.3K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-229- 4.96% |
$25.3K - $31.8K
|
4.38K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 5.6% |
$25.5K - $32.1K
|
3.89K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-234- 1.54% |
$25.8K - $32.5K
|
15K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-242- 4.0% |
$26.7K - $33.6K
|
5.81K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-246- 1.29% |
$27.1K - $34.2K
|
18.9K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-248- 2.69% |
$27.4K - $34.5K
|
8.97K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-249- 2.34% |
$27.5K - $34.6K
|
10.4K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-249- 2.26% |
$27.5K - $34.6K
|
10.8K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-250- 4.26% |
$27.6K - $34.7K
|
5.61K
$694K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$87.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-257- 0.37% |
$28.4K - $35.7K
|
68.9K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-270- 0.2% |
$29.8K - $37.5K
|
134K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-272- 2.07% |
$30K - $37.8K
|
12.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 2.23% |
$30.6K - $38.5K
|
12.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-278- 5.09% |
$30.7K - $38.6K
|
5.19K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-280- 9.28% |
$30.9K - $38.9K
|
2.74K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 14.02% |
$31.7K - $39.9K
|
1.76K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-287- 5.9% |
$31.7K - $39.9K
|
4.57K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-296- 0.53% |
$32.7K - $41.1K
|
55.5K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-297- 0.57% |
$32.8K - $41.3K
|
51.5K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-297- 13.24% |
$32.8K - $41.3K
|
1.95K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 14.01% |
$33.1K - $41.7K
|
1.84K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-301- 2.84% |
$33.2K - $41.8K
|
10.3K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-313- 1.34% |
$34.5K - $43.5K
|
23K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-321- 8.82% |
$35.4K - $44.6K
|
3.32K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-322- 2.52% |
$35.5K - $44.7K
|
12.5K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 7.42% |
$35.6K - $44.9K
|
4.03K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-324- 14.39% |
$35.8K - $45K
|
1.93K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-328- 4.21% |
$36.2K - $45.6K
|
7.45K
$922K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-332- 2.76% |
$36.6K - $46.1K
|
11.7K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-334- 0.7% |
$36.9K - $46.4K
|
47.2K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-336- 1.88% |
$37.1K - $46.7K
|
17.5K
$2.17M
|