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 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.07K+ 10.62% |
$560K - $705K
|
52.8K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
5.02KNew |
$554K - $698K
|
5.02K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.88KNew |
$539K - $678K
|
4.88K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.84K+ 22.69% |
$535K - $673K
|
26.2K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.66KNew |
$514K - $647K
|
4.66K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 10.64% |
$498K - $627K
|
47K
$5.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$491K - $619K
|
4.45K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.42K+ 26.56% |
$488K - $614K
|
21.1K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.34K+ 0.76% |
$478K - $602K
|
573K
$70.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$467K - $588K
|
4.23K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.23K+ 4.96% |
$466K - $587K
|
89.5K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.2K+ 100.86% |
$464K - $584K
|
8.37K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.16K+ 109.1% |
$459K - $578K
|
7.97K
$983K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.95K+ 12.58% |
$436K - $549K
|
35.4K
$4.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.92K+ 8.82% |
$432K - $544K
|
48.3K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 8.9% |
$431K - $543K
|
47.8K
$5.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.53K+ 16.62% |
$390K - $491K
|
24.8K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.5K+ 222.57% |
$386K - $486K
|
5.07K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.34K+ 11.44% |
$369K - $464K
|
32.5K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.34KNew |
$368K - $464K
|
3.34K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$360K - $453K
|
3.26K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.08K+ 5.83% |
$340K - $428K
|
56K
$6.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$331K - $417K
|
3K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.96K+ 19.66% |
$327K - $411K
|
18K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 14.0% |
$305K - $385K
|
22.5K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.73KNew |
$301K - $379K
|
2.73K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.7K+ 24.15% |
$298K - $375K
|
13.9K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.69K+ 14.39% |
$296K - $373K
|
21.3K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.68K+ 84.31% |
$295K - $372K
|
5.85K
$722K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.65K+ 27.14% |
$292K - $368K
|
12.4K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.52K+ 30.25% |
$278K - $350K
|
10.9K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.48K+ 19.44% |
$274K - $345K
|
15.3K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
2.43K+ 3.31% |
$268K - $337K
|
75.8K
$9.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 15.81% |
$254K - $320K
|
16.9K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.27KNew |
$251K - $316K
|
2.27K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 7.8% |
$246K - $310K
|
30.8K
$3.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.06K+ 110.9% |
$227K - $286K
|
3.91K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.04KNew |
$225K - $283K
|
2.04K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.04K+ 58.78% |
$225K - $283K
|
5.51K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.02K+ 28.93% |
$222K - $280K
|
8.98K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.98KNew |
$218K - $275K
|
1.98K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 5.66% |
$218K - $274K
|
36.9K
$4.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.97K+ 27.96% |
$217K - $273K
|
9.01K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.96KNew |
$216K - $272K
|
1.96K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.92KNew |
$212K - $267K
|
1.92K
$237K
|