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 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 1.37% |
$183K - $231K
|
120K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.68K- 0.18% |
$185K - $233K
|
944K
$119M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 4.52% |
$186K - $235K
|
35.7K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-1.72K- 1.01% |
$190K - $239K
|
168K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.74K- 15.24% |
$192K - $242K
|
9.7K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.79K- 31.35% |
$197K - $248K
|
3.92K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.79K- 7.48% |
$198K - $249K
|
22.2K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.8K- 8.61% |
$198K - $250K
|
19.1K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.82K- 5.2% |
$201K - $253K
|
33.1K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.84K- 14.83% |
$203K - $255K
|
10.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 11.68% |
$203K - $256K
|
13.9K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 28.57% |
$205K - $258K
|
4.64K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.67% |
$210K - $264K
|
112K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.92K- 47.76% |
$211K - $266K
|
2.1K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.04K- 23.44% |
$225K - $283K
|
6.66K
$836K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.07K- 4.01% |
$228K - $287K
|
49.5K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 6.73% |
$229K - $288K
|
28.8K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.1K- 5.21% |
$232K - $291K
|
38.2K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 0.42% |
$236K - $297K
|
511K
$64.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.22K- 9.15% |
$245K - $309K
|
22K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.23K- 14.15% |
$246K - $310K
|
13.5K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.27K- 26.74% |
$250K - $315K
|
6.22K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.3K- 4.36% |
$254K - $320K
|
50.5K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.37K- 12.51% |
$261K - $329K
|
16.5K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 6.33% |
$275K - $347K
|
36.9K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 2.77% |
$281K - $353K
|
89.3K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.55K- 12.19% |
$281K - $354K
|
18.3K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.56K- 0.89% |
$283K - $356K
|
287K
$36M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.67K- 8.08% |
$294K - $371K
|
30.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 34.44% |
$299K - $376K
|
5.16K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 2.95% |
$300K - $378K
|
89.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.76K- 36.71% |
$304K - $383K
|
4.75K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.76K- 7.35% |
$304K - $383K
|
34.8K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 0.92% |
$320K - $402K
|
311K
$39.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.93K- 1.15% |
$323K - $407K
|
251K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.98K- 57.3% |
$329K - $414K
|
2.22K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-3.09K- 1.75% |
$341K - $429K
|
173K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.14K- 22.77% |
$346K - $436K
|
10.6K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.22K- 3.91% |
$356K - $448K
|
79.2K
$9.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.3K- 3.63% |
$365K - $459K
|
87.8K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.36K- 14.75% |
$371K - $467K
|
19.4K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.55K- 3.23% |
$392K - $493K
|
106K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.58K- 66.98% |
$395K - $497K
|
1.76K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.59K- 8.09% |
$396K - $498K
|
40.7K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-3.65K- 4.13% |
$403K - $507K
|
84.7K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-3.87K- 28.41% |
$427K - $538K
|
9.75K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.89K- 47.06% |
$429K - $540K
|
4.37K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.91K- 99.97% |
$431K - $543K
|
1
$126
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.93K- 0.75% |
$433K - $546K
|
521K
$65.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.96K- 5.9% |
$437K - $550K
|
63.2K
$7.93M
|