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 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-30- 0.44% |
$3.31K - $4.17K
|
6.84K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-31- 29.52% |
$3.42K - $4.31K
|
74
$9.04K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-36- 0.94% |
$3.97K - $5K
|
3.8K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-37- 1.62% |
$4.08K - $5.14K
|
2.25K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 11.08% |
$4.41K - $5.56K
|
321
$39.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.47% |
$4.52K - $5.7K
|
8.77K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-45- 8.4% |
$4.97K - $6.25K
|
491
$60K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 2.66% |
$5.52K - $6.95K
|
1.83K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.48% |
$5.52K - $6.95K
|
10.3K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-50- 0.12% |
$5.52K - $6.95K
|
40.5K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51- 0.59% |
$5.63K - $7.09K
|
8.63K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 2.59% |
$5.85K - $7.36K
|
1.99K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-54- 0.51% |
$5.96K - $7.5K
|
10.6K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-55- 1.41% |
$6.07K - $7.64K
|
3.84K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-55- 2.04% |
$6.07K - $7.64K
|
2.65K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-60- 1.47% |
$6.62K - $8.34K
|
4.02K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-67- 2.8% |
$7.39K - $9.31K
|
2.32K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-71- 1.31% |
$7.83K - $9.86K
|
5.35K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.52% |
$8.28K - $10.4K
|
1.59K
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-77- 1.63% |
$8.5K - $10.7K
|
4.65K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-79- 68.1% |
$8.72K - $11K
|
37
$4.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-80- 1.82% |
$8.83K - $11.1K
|
4.31K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-81- 1.58% |
$8.94K - $11.3K
|
5.04K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-95- 1.04% |
$10.5K - $13.2K
|
9.03K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-96- 11.36% |
$10.6K - $13.3K
|
749
$91.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-100- 24.88% |
$11K - $13.9K
|
302
$36.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-102- 1.02% |
$11.3K - $14.2K
|
9.92K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-105- 2.84% |
$11.6K - $14.6K
|
3.59K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-107- 0.54% |
$11.8K - $14.9K
|
19.8K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-121- 1.21% |
$13.4K - $16.8K
|
9.9K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-123- 7.03% |
$13.6K - $17.1K
|
1.63K
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-128- 5.62% |
$14.1K - $17.8K
|
2.15K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-130- 5.04% |
$14.3K - $18.1K
|
2.45K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 11.08% |
$15.1K - $19K
|
1.1K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-142- 1.54% |
$15.7K - $19.7K
|
9.07K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 3.68% |
$15.8K - $19.9K
|
3.74K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-147- 4.17% |
$16.2K - $20.4K
|
3.38K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-150- 33.33% |
$16.6K - $20.8K
|
300
$36.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-153- 4.2% |
$16.9K - $21.3K
|
3.49K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-162- 1.08% |
$17.9K - $22.5K
|
14.8K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-184- 0.34% |
$20.3K - $25.6K
|
54.5K
$6.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.97% |
$22.1K - $27.8K
|
3.15K
$385K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-210- 7.75% |
$23.2K - $29.2K
|
2.5K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-219- 3.2% |
$24.2K - $30.4K
|
6.62K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-228- 2.28% |
$25.2K - $31.7K
|
9.79K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 5.6% |
$25.5K - $32.1K
|
3.89K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-234- 1.54% |
$25.8K - $32.5K
|
15K
$1.83M
|