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 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
108+ 2.31% |
$13.5K - $15.9K
|
4.79K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105+ 14.89% |
$13.1K - $15.5K
|
810
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 2.19% |
$13K - $15.3K
|
4.86K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
104+ 25.37% |
$13K - $15.3K
|
514
$68.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
103+ 6.25% |
$12.9K - $15.2K
|
1.75K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 5.12% |
$12.8K - $15K
|
2.09K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
102+ 2.26% |
$12.8K - $15K
|
4.62K
$616K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 33.11% |
$12.5K - $14.7K
|
402
$53.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 117.65% |
$12.5K - $14.7K
|
185
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
100+ 0.36% |
$12.5K - $14.7K
|
28K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
99+ 6.54% |
$12.4K - $14.6K
|
1.61K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 2.25% |
$12.3K - $14.4K
|
4.46K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
97+ 6.4% |
$12.1K - $14.3K
|
1.61K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
93+ 0.18% |
$11.6K - $13.7K
|
51.8K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
92+ 5.13% |
$11.5K - $13.5K
|
1.89K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
91+ 1.57% |
$11.4K - $13.4K
|
5.88K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
91+ 2.26% |
$11.4K - $13.4K
|
4.12K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 2.55% |
$11.1K - $13.1K
|
3.58K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 0.51% |
$11.1K - $13.1K
|
17.5K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
86+ 430.0% |
$10.8K - $12.7K
|
106
$14.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
85+ 1.89% |
$10.6K - $12.5K
|
4.58K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
84+ 1.23% |
$10.5K - $12.4K
|
6.91K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
84+ 0.12% |
$10.5K - $12.4K
|
71.7K
$9.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
81+ 1.31% |
$10.1K - $11.9K
|
6.27K
$835K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
78+ 0.97% |
$9.75K - $11.5K
|
8.1K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 75.0% |
$9.38K - $11K
|
175
$23.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
74+ 3.63% |
$9.25K - $10.9K
|
2.11K
$281K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
74+ 2.35% |
$9.25K - $10.9K
|
3.22K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.36% |
$9.13K - $10.7K
|
5.43K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 1.49% |
$8.88K - $10.4K
|
4.83K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71+ 2.35% |
$8.88K - $10.4K
|
3.09K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
71+ 0.58% |
$8.88K - $10.4K
|
12.3K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
71+ 0.72% |
$8.88K - $10.4K
|
10K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67+ 1.02% |
$8.38K - $9.86K
|
6.64K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 264.0% |
$8.25K - $9.71K
|
91
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
65+ 3.2% |
$8.13K - $9.57K
|
2.1K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
65+ 2.88% |
$8.13K - $9.57K
|
2.33K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
65+ 0.87% |
$8.13K - $9.57K
|
7.55K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 15.87% |
$7.88K - $9.27K
|
460
$61.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 3.56% |
$7.88K - $9.27K
|
1.83K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
62+ 0.7% |
$7.75K - $9.12K
|
8.94K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60+ 3.66% |
$7.5K - $8.83K
|
1.7K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
60+ 2.63% |
$7.5K - $8.83K
|
2.34K
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
58+ 0.8% |
$7.25K - $8.54K
|
7.34K
$979K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57+ 43.18% |
$7.13K - $8.39K
|
189
$25.2K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
57+ 3.48% |
$7.13K - $8.39K
|
1.7K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
56+ 0.61% |
$7K - $8.24K
|
9.28K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
55+ 2.73% |
$6.88K - $8.09K
|
2.07K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
55+ 1.77% |
$6.88K - $8.09K
|
3.17K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
53+ 0.3% |
$6.63K - $7.8K
|
17.6K
$2.35M
|