Purchases and Sales Made in Q3 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
177+ 6.67% |
$22.1K - $26K
|
2.83K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 7.95% |
$22K - $25.9K
|
2.39K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 3.57% |
$21.9K - $25.8K
|
5.08K
$677K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
174+ 1.73% |
$21.8K - $25.6K
|
10.2K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
172+ 5.06% |
$21.5K - $25.3K
|
3.57K
$476K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
171+ 7.8% |
$21.4K - $25.2K
|
2.36K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 42.08% |
$21.3K - $25K
|
574
$76.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
167New |
$20.9K - $24.6K
|
167
$22.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
166+ 1.62% |
$20.8K - $24.4K
|
10.4K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165+ 0.33% |
$20.6K - $24.3K
|
49.9K
$6.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
164+ 2.49% |
$20.5K - $24.1K
|
6.75K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
161+ 2.46% |
$20.1K - $23.7K
|
6.71K
$895K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
159+ 1.3% |
$19.9K - $23.4K
|
12.4K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
159+ 2.46% |
$19.9K - $23.4K
|
6.62K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
159+ 265.0% |
$19.9K - $23.4K
|
219
$29.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
159+ 41.19% |
$19.9K - $23.4K
|
545
$72.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
156+ 6.54% |
$19.5K - $23K
|
2.54K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
154+ 6.97% |
$19.3K - $22.7K
|
2.36K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
153+ 4.02% |
$19.1K - $22.5K
|
3.96K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
152+ 8.33% |
$19K - $22.4K
|
1.98K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
152+ 6.06% |
$19K - $22.4K
|
2.66K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
150+ 8.27% |
$18.8K - $22.1K
|
1.96K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
150+ 5.91% |
$18.8K - $22.1K
|
2.69K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149+ 0.02% |
$18.6K - $21.9K
|
810K
$108M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
148+ 2.96% |
$18.5K - $21.8K
|
5.14K
$686K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 0.07% |
$18.4K - $21.6K
|
219K
$29.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
146+ 2.65% |
$18.3K - $21.5K
|
5.66K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
145+ 10.18% |
$18.1K - $21.3K
|
1.57K
$209K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 2.39% |
$18.1K - $21.3K
|
6.2K
$827K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
144+ 3.64% |
$18K - $21.2K
|
4.1K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
141+ 1.72% |
$17.6K - $20.8K
|
8.35K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 11.33% |
$17.6K - $20.8K
|
1.39K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
139+ 3.07% |
$17.4K - $20.5K
|
4.66K
$621K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
134+ 3.58% |
$16.8K - $19.7K
|
3.88K
$517K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
133+ 6.19% |
$16.6K - $19.6K
|
2.28K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 3.2% |
$16.3K - $19.1K
|
4.19K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 0.65% |
$16.1K - $19K
|
20K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
127+ 1.23% |
$15.9K - $18.7K
|
10.4K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
127+ 1.33% |
$15.9K - $18.7K
|
9.69K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
126+ 7.13% |
$15.8K - $18.5K
|
1.89K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
126+ 7.84% |
$15.8K - $18.5K
|
1.73K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
125New |
$15.6K - $18.4K
|
125
$16.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
124+ 0.77% |
$15.5K - $18.2K
|
16.3K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
124+ 1.96% |
$15.5K - $18.2K
|
6.45K
$860K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123+ 10.42% |
$15.4K - $18.1K
|
1.3K
$174K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
122+ 2.35% |
$15.3K - $18K
|
5.31K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118New |
$14.8K - $17.4K
|
118
$15.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 10.35% |
$14.5K - $17.1K
|
1.24K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
114+ 1.86% |
$14.3K - $16.8K
|
6.23K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111+ 3.25% |
$13.9K - $16.3K
|
3.53K
$471K
|