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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52+ 1.59% |
$6.5K - $7.65K
|
3.33K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
51+ 2.56% |
$6.38K - $7.51K
|
2.05K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 16.78% |
$6.38K - $7.51K
|
355
$47.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$6.67K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$6.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50+ 2.56% |
$6.25K - $7.36K
|
2.01K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
48New |
$6K - $7.06K
|
48
$6.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48+ 4.38% |
$6K - $7.06K
|
1.15K
$153K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47+ 195.83% |
$5.88K - $6.92K
|
71
$9.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
46+ 8.75% |
$5.75K - $6.77K
|
572
$76.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
45+ 2.15% |
$5.63K - $6.62K
|
2.14K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
45+ 1.31% |
$5.63K - $6.62K
|
3.49K
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
45+ 1.84% |
$5.63K - $6.62K
|
2.49K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40+ 1.52% |
$5K - $5.89K
|
2.66K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 0.25% |
$5K - $5.89K
|
16.2K
$2.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.56% |
$4.75K - $5.59K
|
6.79K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
38+ 1.55% |
$4.75K - $5.59K
|
2.49K
$332K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
37+ 0.97% |
$4.63K - $5.45K
|
3.84K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37+ 0.2% |
$4.63K - $5.45K
|
18.5K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 85.71% |
$4.5K - $5.3K
|
78
$10.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 53.85% |
$4.38K - $5.15K
|
100
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
35+ 0.44% |
$4.38K - $5.15K
|
7.98K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$4.13K - $4.86K
|
33
$4.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
33+ 0.47% |
$4.13K - $4.86K
|
6.99K
$932K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
31+ 1.28% |
$3.88K - $4.56K
|
2.46K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 1.84% |
$3.75K - $4.42K
|
1.66K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
26+ 21.67% |
$3.25K - $3.83K
|
146
$19.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
26+ 0.82% |
$3.25K - $3.83K
|
3.22K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
26+ 0.07% |
$3.25K - $3.83K
|
36.6K
$4.88M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.26% |
$3.13K - $3.68K
|
9.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
25+ 0.26% |
$3.13K - $3.68K
|
9.66K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 1.26% |
$3K - $3.53K
|
1.93K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24+ 0.25% |
$3K - $3.53K
|
9.63K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.33% |
$2.88K - $3.38K
|
714
$95.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
23+ 0.81% |
$2.88K - $3.38K
|
2.86K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22+ 1.38% |
$2.75K - $3.24K
|
1.62K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
21+ 1.27% |
$2.63K - $3.09K
|
1.67K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.63K - $3.09K
|
2.57K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.5K - $2.94K
|
3.98K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 5.75% |
$2.5K - $2.94K
|
368
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 1.22% |
$2.5K - $2.94K
|
1.66K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
19+ 0.3% |
$2.38K - $2.8K
|
6.28K
$837K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19+ 0.37% |
$2.38K - $2.8K
|
5.22K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
19New |
$2.38K - $2.8K
|
19
$2.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
19+ 1.26% |
$2.38K - $2.8K
|
1.53K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.43% |
$2.25K - $2.65K
|
4.25K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
18+ 0.41% |
$2.25K - $2.65K
|
4.44K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
18+ 0.85% |
$2.25K - $2.65K
|
2.13K
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
16+ 0.55% |
$2K - $2.35K
|
2.9K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
16+ 0.64% |
$2K - $2.35K
|
2.53K
$337K
|