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 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
16+ 0.64% |
$2K - $2.35K
|
2.53K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 2.65% |
$2K - $2.35K
|
620
$83.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
16+ 0.17% |
$2K - $2.35K
|
9.4K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.55% |
$1.88K - $2.21K
|
2.73K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
15+ 0.76% |
$1.88K - $2.21K
|
1.99K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15+ 0.24% |
$1.88K - $2.21K
|
6.26K
$838K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 15.38% |
$1.75K - $2.06K
|
105
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.75K - $2.06K
|
14
$1.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.04% |
$1.75K - $2.06K
|
39K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$1.75K - $2.06K
|
2.62K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.71% |
$1.63K - $1.91K
|
775
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
13+ 0.57% |
$1.63K - $1.91K
|
2.31K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.5% |
$1.63K - $1.91K
|
2.61K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
12+ 0.21% |
$1.5K - $1.77K
|
5.75K
$770K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.78% |
$1.5K - $1.77K
|
1.55K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12+ 0.25% |
$1.5K - $1.77K
|
4.75K
$637K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.61% |
$1.38K - $1.62K
|
1.81K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11+ 0.59% |
$1.38K - $1.62K
|
1.88K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 4.15% |
$1.38K - $1.62K
|
276
$37K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
11+ 0.39% |
$1.38K - $1.62K
|
2.84K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.49% |
$1.25K - $1.47K
|
2.03K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 5.59% |
$1.25K - $1.47K
|
189
$25.3K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.13K - $1.32K
|
9
$1.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.3% |
$1K - $1.18K
|
2.68K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.42% |
$1K - $1.18K
|
1.92K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
8+ 0.04% |
$1K - $1.18K
|
20.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.62% |
$1K - $1.18K
|
1.31K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8+ 0.03% |
$1K - $1.18K
|
24.4K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
7+ 0.63% |
$875 - $1.03K
|
1.13K
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
7+ 0.18% |
$875 - $1.03K
|
3.82K
$512K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.66% |
$875 - $1.03K
|
1.07K
$144K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 0.36% |
$750 - $883
|
1.67K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.81% |
$750 - $883
|
746
$99.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
5+ 0.01% |
$625 - $736
|
45.6K
$6.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
5New |
$625 - $736
|
5
$670
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
5New |
$625 - $736
|
5
$670
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$500 - $589
|
688
$92.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.75% |
$500 - $589
|
539
$72.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.66% |
$500 - $589
|
613
$82.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 7.55% |
$500 - $589
|
57
$7.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4+ 0.24% |
$500 - $589
|
1.7K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4+ 0.14% |
$500 - $589
|
2.88K
$385K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.16K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$626K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3+ 0.14% |
$375 - $442
|
2.08K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$375 - $442
|
3.87K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$375 - $442
|
4.67K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$375 - $442
|
15.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.09% |
$375 - $442
|
3.28K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.11% |
$375 - $442
|
2.86K
$383K
|