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
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.42K - $4.31K
|
8.91K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.79% |
$3.53K - $4.45K
|
1.76K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.03% |
$3.64K - $4.58K
|
296
$37.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-34- 0.58% |
$3.75K - $4.72K
|
5.82K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.21% |
$3.75K - $4.72K
|
2.79K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-35- 1.41% |
$3.86K - $4.86K
|
2.45K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-35- 0.3% |
$3.86K - $4.86K
|
11.7K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-36- 0.94% |
$3.97K - $5K
|
3.8K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-37- 1.62% |
$4.08K - $5.14K
|
2.25K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-39- 1.94% |
$4.3K - $5.42K
|
1.97K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 11.08% |
$4.41K - $5.56K
|
321
$40.3K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40- 1.91% |
$4.41K - $5.56K
|
2.06K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.47% |
$4.52K - $5.7K
|
8.77K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.17% |
$4.52K - $5.7K
|
24.7K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-44- 0.75% |
$4.86K - $6.11K
|
5.86K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44- 0.64% |
$4.86K - $6.11K
|
6.87K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-45- 8.4% |
$4.97K - $6.25K
|
491
$61.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45- 0.48% |
$4.97K - $6.25K
|
9.24K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-47- 2.27% |
$5.19K - $6.53K
|
2.03K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47- 0.96% |
$5.19K - $6.53K
|
4.86K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-49- 25.39% |
$5.41K - $6.81K
|
144
$18.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 2.66% |
$5.52K - $6.95K
|
1.83K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.48% |
$5.52K - $6.95K
|
10.3K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-50- 0.12% |
$5.52K - $6.95K
|
40.5K
$5.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.47% |
$5.52K - $6.95K
|
3.35K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 0.54% |
$5.52K - $6.95K
|
9.25K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.7% |
$5.52K - $6.95K
|
7.08K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-50- 9.73% |
$5.52K - $6.95K
|
464
$58.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51- 0.59% |
$5.63K - $7.09K
|
8.63K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-51- 0.23% |
$5.63K - $7.09K
|
22K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-52- 0.32% |
$5.74K - $7.22K
|
16.3K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 2.59% |
$5.85K - $7.36K
|
1.99K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-53- 2.13% |
$5.85K - $7.36K
|
2.44K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-53- 0.07% |
$5.85K - $7.36K
|
71.6K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-53- 0.61% |
$5.85K - $7.36K
|
8.63K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-54- 0.51% |
$5.96K - $7.5K
|
10.6K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-54- 9.14% |
$5.96K - $7.5K
|
537
$67.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-55- 2.04% |
$6.07K - $7.64K
|
2.65K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-55- 1.41% |
$6.07K - $7.64K
|
3.84K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-55- 0.31% |
$6.07K - $7.64K
|
17.8K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-58- 0.64% |
$6.4K - $8.06K
|
9.04K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-60- 1.47% |
$6.62K - $8.34K
|
4.02K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-61- 10.66% |
$6.73K - $8.47K
|
511
$64.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-62- 5.22% |
$6.84K - $8.61K
|
1.13K
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 0.68% |
$7.28K - $9.17K
|
9.59K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-67- 2.8% |
$7.39K - $9.31K
|
2.32K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-71- 1.31% |
$7.83K - $9.86K
|
5.35K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-74- 0.25% |
$8.17K - $10.3K
|
30K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.52% |
$8.28K - $10.4K
|
1.59K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 0.99% |
$8.28K - $10.4K
|
7.48K
$939K
|