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 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-322- 2.52% |
$35.5K - $44.7K
|
12.5K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-322- 1.33% |
$35.5K - $44.7K
|
23.9K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 7.42% |
$35.6K - $44.9K
|
4.03K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-324- 14.39% |
$35.8K - $45K
|
1.93K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-328- 4.21% |
$36.2K - $45.6K
|
7.45K
$936K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-332- 2.76% |
$36.6K - $46.1K
|
11.7K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-334- 0.7% |
$36.9K - $46.4K
|
47.2K
$5.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-336- 1.88% |
$37.1K - $46.7K
|
17.5K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-338- 14.43% |
$37.3K - $47K
|
2.01K
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-339- 59.58% |
$37.4K - $47.1K
|
230
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-342- 41.45% |
$37.7K - $47.5K
|
483
$60.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-342- 14.55% |
$37.7K - $47.5K
|
2.01K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-343- 2.42% |
$37.9K - $47.7K
|
13.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 2.37% |
$38K - $47.8K
|
14.2K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-347- 6.83% |
$38.3K - $48.2K
|
4.73K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-349- 1.1% |
$38.5K - $48.5K
|
31.3K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-349- 11.53% |
$38.5K - $48.5K
|
2.68K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 6.54% |
$38.6K - $48.6K
|
5K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 41.18% |
$38.6K - $48.6K
|
500
$62.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-350- 1.27% |
$38.6K - $48.6K
|
27.2K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.98% |
$38.6K - $48.6K
|
35.4K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-350- 10.35% |
$38.6K - $48.6K
|
3.03K
$381K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-353- 14.75% |
$39K - $49K
|
2.04K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-354- 5.01% |
$39.1K - $49.2K
|
6.71K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-363- 11.19% |
$40.1K - $50.4K
|
2.88K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-370- 4.41% |
$40.8K - $51.4K
|
8.03K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-373- 9.36% |
$41.2K - $51.8K
|
3.61K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-380- 5.19% |
$41.9K - $52.8K
|
6.94K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-387- 1.15% |
$42.7K - $53.8K
|
33.2K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-396- 1.36% |
$43.7K - $55K
|
28.8K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 9.13% |
$44.1K - $55.6K
|
3.98K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-401- 4.39% |
$44.3K - $55.7K
|
8.74K
$1.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-414- 3.35% |
$45.7K - $57.5K
|
12K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-415- 0.7% |
$45.8K - $57.7K
|
58.6K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-419- 1.13% |
$46.2K - $58.2K
|
36.6K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-422- 7.55% |
$46.6K - $58.6K
|
5.17K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-423- 15.11% |
$46.7K - $58.8K
|
2.38K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-427- 15.72% |
$47.1K - $59.3K
|
2.29K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-436- 0.17% |
$48.1K - $60.6K
|
255K
$32.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-439- 12.57% |
$48.4K - $61K
|
3.05K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-439- 6.36% |
$48.4K - $61K
|
6.47K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-443- 11.55% |
$48.9K - $61.5K
|
3.39K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 5.19% |
$49.7K - $62.5K
|
8.22K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-454- 7.55% |
$50.1K - $63.1K
|
5.56K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-458- 10.96% |
$50.5K - $63.6K
|
3.72K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-459- 70.94% |
$50.7K - $63.8K
|
188
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$255K
|