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 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.06% |
$1.25K - $1.47K
|
17.5K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.2% |
$1.38K - $1.62K
|
5.53K
$741K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12- 2.19% |
$1.5K - $1.77K
|
536
$71.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-12- 0.48% |
$1.5K - $1.77K
|
2.5K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 0.86% |
$1.75K - $2.06K
|
1.62K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-15- 0.25% |
$1.88K - $2.21K
|
6.08K
$814K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 75.0% |
$1.88K - $2.21K
|
5
$670
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-15- 12.5% |
$1.88K - $2.21K
|
105
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-15- 0.25% |
$1.88K - $2.21K
|
6.01K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 1.45% |
$2.13K - $2.5K
|
1.16K
$155K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 8.29% |
$2.25K - $2.65K
|
199
$26.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 2.67% |
$2.25K - $2.65K
|
655
$87.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-19- 1.58% |
$2.38K - $2.8K
|
1.19K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-19- 0.62% |
$2.38K - $2.8K
|
3.04K
$407K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-20- 0.85% |
$2.5K - $2.94K
|
2.35K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.99% |
$2.5K - $2.94K
|
2.01K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21- 0.32% |
$2.63K - $3.09K
|
6.63K
$888K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.46% |
$2.75K - $3.24K
|
4.8K
$644K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.49% |
$2.88K - $3.38K
|
4.72K
$632K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-23- 0.46% |
$2.88K - $3.38K
|
4.95K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.41% |
$3K - $3.53K
|
5.86K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-24- 0.41% |
$3K - $3.53K
|
5.85K
$784K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 0.37% |
$3.13K - $3.68K
|
6.71K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.43% |
$3.13K - $3.68K
|
5.86K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 0.52% |
$3.13K - $3.68K
|
4.82K
$646K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-26- 0.79% |
$3.25K - $3.83K
|
3.28K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 10.36% |
$3.25K - $3.83K
|
225
$30.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-27- 12.92% |
$3.38K - $3.97K
|
182
$24.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-27- 1.03% |
$3.38K - $3.97K
|
2.6K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-27- 0.57% |
$3.38K - $3.97K
|
4.68K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-27- 0.18% |
$3.38K - $3.97K
|
14.9K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 1.1% |
$3.38K - $3.97K
|
2.42K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-27- 4.37% |
$3.38K - $3.97K
|
591
$79.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-28- 0.86% |
$3.5K - $4.12K
|
3.22K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-28- 1.57% |
$3.5K - $4.12K
|
1.75K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-29- 0.65% |
$3.63K - $4.27K
|
4.41K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-29- 0.87% |
$3.63K - $4.27K
|
3.31K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.71% |
$3.75K - $4.42K
|
4.17K
$559K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 2.4% |
$3.75K - $4.42K
|
1.22K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-31- 1.57% |
$3.88K - $4.56K
|
1.95K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-31- 0.79% |
$3.88K - $4.56K
|
3.89K
$522K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 15.21% |
$4.13K - $4.86K
|
184
$24.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.54% |
$4.25K - $5K
|
6.31K
$846K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.4% |
$4.38K - $5.15K
|
8.68K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 1.99% |
$4.38K - $5.15K
|
1.72K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-36- 2.18% |
$4.5K - $5.3K
|
1.61K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 19.89% |
$4.5K - $5.3K
|
145
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 13.96% |
$4.63K - $5.45K
|
228
$30.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-37- 30.33% |
$4.63K - $5.45K
|
85
$11.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-38- 0.37% |
$4.75K - $5.59K
|
10.3K
$1.38M
|