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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-806- 5.83% |
$88.9K - $112K
|
13K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-812- 12.28% |
$89.6K - $113K
|
5.8K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-815- 28.45% |
$89.9K - $113K
|
2.05K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-816- 4.01% |
$90K - $113K
|
19.6K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-836- 12.09% |
$92.3K - $116K
|
6.08K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-847- 18.18% |
$93.5K - $118K
|
3.81K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-855- 3.25% |
$94.3K - $119K
|
25.5K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-863- 2.19% |
$95.2K - $120K
|
38.6K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-883- 1.43% |
$97.4K - $123K
|
60.9K
$7.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-896- 20.0% |
$98.9K - $124K
|
3.59K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-905- 8.67% |
$99.9K - $126K
|
9.54K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-908- 14.58% |
$100K - $126K
|
5.32K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-919- 4.4% |
$101K - $128K
|
20K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 14.85% |
$104K - $131K
|
5.39K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-950- 3.54% |
$105K - $132K
|
25.8K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-954- 4.12% |
$105K - $133K
|
22.2K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-955- 20.95% |
$105K - $133K
|
3.6K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-957- 3.13% |
$106K - $133K
|
29.6K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-990- 22.18% |
$109K - $138K
|
3.47K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-992- 25.61% |
$109K - $138K
|
2.88K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 36.37% |
$111K - $140K
|
1.76K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.01K- 3.97% |
$112K - $141K
|
24.5K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.05K- 18.29% |
$116K - $146K
|
4.69K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.08K- 16.78% |
$120K - $151K
|
5.38K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$126K - $158K
|
41.5K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.14K- 43.63% |
$126K - $159K
|
1.48K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 9.19% |
$128K - $161K
|
11.4K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.72% |
$128K - $161K
|
66.3K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.17K- 2.99% |
$129K - $163K
|
38K
$4.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.2K- 0.53% |
$132K - $166K
|
225K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 4.36% |
$132K - $166K
|
26.2K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.21K- 8.17% |
$133K - $168K
|
13.6K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.23K- 2.85% |
$136K - $171K
|
42K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.24K- 21.91% |
$137K - $173K
|
4.43K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.27K- 0.8% |
$140K - $177K
|
157K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.28K- 2.44% |
$142K - $178K
|
51.3K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.32% |
$142K - $179K
|
3.8K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.3K- 0.71% |
$143K - $181K
|
182K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.31K- 2.99% |
$144K - $182K
|
42.5K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 3.64% |
$145K - $182K
|
34.8K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.37K- 24.7% |
$151K - $190K
|
4.17K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 5.93% |
$154K - $195K
|
22.2K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.4K- 4.29% |
$155K - $195K
|
31.2K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-1.41K- 25.12% |
$155K - $196K
|
4.2K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 6.21% |
$156K - $196K
|
21.4K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.45K- 62.18% |
$160K - $201K
|
880
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.5K- 0.62% |
$166K - $208K
|
240K
$30.1M
|