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
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.03K- 5.65% |
$445K - $560K
|
67.3K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.04K- 18.88% |
$446K - $561K
|
17.3K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.1K- 3.44% |
$453K - $570K
|
115K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-4.11K- 21.37% |
$454K - $571K
|
15.1K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.12KClosed |
$454K - $572K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.24K- 3.24% |
$468K - $589K
|
127K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.85K- 33.69% |
$536K - $674K
|
9.55K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.94K- 67.77% |
$545K - $686K
|
2.35K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.08K- 4.58% |
$561K - $706K
|
106K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.33K- 6.33% |
$588K - $741K
|
78.9K
$9.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.36K- 41.05% |
$591K - $744K
|
7.69K
$966K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.43K- 60.45% |
$599K - $755K
|
3.55K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.44K- 59.67% |
$600K - $756K
|
3.68K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.53K- 59.07% |
$611K - $769K
|
3.84K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.62K- 80.5% |
$620K - $780K
|
1.36K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.67K- 5.18% |
$625K - $787K
|
104K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.06K- 14.67% |
$669K - $842K
|
35.2K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.06K- 61.46% |
$669K - $842K
|
3.8K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.12K- 48.02% |
$676K - $851K
|
6.63K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.13K- 7.12% |
$676K - $851K
|
80K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.21K- 10.28% |
$686K - $863K
|
54.2K
$6.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.23K- 24.45% |
$688K - $866K
|
19.3K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.24K- 72.29% |
$689K - $867K
|
2.39K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-6.4K- 2.19% |
$706K - $889K
|
285K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.65K- 3.76% |
$733K - $923K
|
170K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7K- 1.55% |
$772K - $973K
|
444K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.07K- 59.15% |
$780K - $983K
|
4.88K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.28K- 6.58% |
$804K - $1.01M
|
103K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.29K- 19.59% |
$804K - $1.01M
|
29.9K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.33K- 22.51% |
$809K - $1.02M
|
25.2K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.38K- 3.25% |
$815K - $1.03M
|
220K
$27.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.43K- 5.97% |
$820K - $1.03M
|
117K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7.6K- 73.52% |
$838K - $1.06M
|
2.74K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.81K- 4.84% |
$862K - $1.09M
|
154K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.84K- 29.53% |
$865K - $1.09M
|
18.7K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-7.85K- 9.48% |
$866K - $1.09M
|
74.9K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-8.07K- 54.89% |
$890K - $1.12M
|
6.63K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.23K- 12.01% |
$908K - $1.14M
|
60.3K
$7.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-8.35K- 13.08% |
$921K - $1.16M
|
55.5K
$6.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8.65K- 17.33% |
$954K - $1.2M
|
41.3K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.27K- 23.33% |
$1.02M - $1.29M
|
30.5K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.55K- 1.18% |
$1.05M - $1.33M
|
801K
$101M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.63K- 13.2% |
$1.06M - $1.34M
|
63.3K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.64K- 3.19% |
$1.06M - $1.34M
|
292K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.71K- 53.7% |
$1.07M - $1.35M
|
8.37K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.81K- 10.22% |
$1.08M - $1.36M
|
86.1K
$10.8M
|