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 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 5.29% |
$52.2K - $65.7K
|
8.47K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 14.18% |
$52.2K - $65.7K
|
2.86K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-474Closed |
$52.3K - $65.9K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-489- 17.09% |
$54K - $67.9K
|
2.37K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-489- 8.92% |
$54K - $67.9K
|
4.99K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-490- 8.18% |
$54.1K - $68.1K
|
5.5K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 4.88% |
$55.2K - $69.5K
|
9.74K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 1.47% |
$55.2K - $69.5K
|
33.5K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-504- 3.95% |
$55.6K - $70K
|
12.3K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 7.3% |
$55.7K - $70.2K
|
6.41K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-540- 1.03% |
$59.6K - $75K
|
51.7K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-541- 1.47% |
$59.7K - $75.2K
|
36.3K
$4.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-548- 45.74% |
$60.5K - $76.1K
|
650
$81.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-554- 9.79% |
$61.1K - $77K
|
5.1K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-554- 8.0% |
$61.1K - $77K
|
6.37K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-555- 3.03% |
$61.2K - $77.1K
|
17.8K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-567- 0.87% |
$62.6K - $78.8K
|
64.9K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-573- 8.31% |
$63.2K - $79.6K
|
6.32K
$794K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 4.36% |
$63.7K - $80.2K
|
12.6K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-582- 13.22% |
$64.2K - $80.9K
|
3.82K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 3.47% |
$66.2K - $83.4K
|
16.7K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 13.64% |
$66.2K - $83.4K
|
3.8K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-603- 34.42% |
$66.5K - $83.8K
|
1.15K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-605- 11.9% |
$66.8K - $84.1K
|
4.48K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-613- 10.62% |
$67.6K - $85.2K
|
5.16K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-626- 5.79% |
$69.1K - $87K
|
10.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-630- 2.05% |
$69.5K - $87.5K
|
30.1K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-637- 2.14% |
$70.3K - $88.5K
|
29.2K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-641- 19.88% |
$70.7K - $89.1K
|
2.58K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-645- 14.46% |
$71.2K - $89.6K
|
3.82K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-654- 8.84% |
$72.2K - $90.9K
|
6.74K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-661- 84.1% |
$72.9K - $91.8K
|
125
$15.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-661- 12.83% |
$72.9K - $91.8K
|
4.49K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-661- 3.55% |
$72.9K - $91.8K
|
18K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-677- 27.08% |
$74.7K - $94.1K
|
1.82K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-678- 11.69% |
$74.8K - $94.2K
|
5.12K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-678- 6.1% |
$74.8K - $94.2K
|
10.4K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-699- 14.71% |
$77.1K - $97.1K
|
4.05K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-708- 19.42% |
$78.1K - $98.4K
|
2.94K
$369K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-709- 34.67% |
$78.2K - $98.5K
|
1.34K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-721- 0.69% |
$79.6K - $100K
|
103K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-725- 11.93% |
$80K - $101K
|
5.35K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-725- 22.96% |
$80K - $101K
|
2.43K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-738- 7.06% |
$81.4K - $103K
|
9.71K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-745- 15.76% |
$82.2K - $104K
|
3.98K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-760- 3.39% |
$83.9K - $106K
|
21.7K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-765- 1.17% |
$84.4K - $106K
|
64.5K
$8.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-781- 8.46% |
$86.2K - $109K
|
8.45K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-796- 1.66% |
$87.8K - $111K
|
47.2K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.86% |
$88.3K - $111K
|
19.9K
$2.5M
|