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 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-81- 0.57% |
$10.1K - $11.9K
|
14.2K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-82- 1.89% |
$10.3K - $12.1K
|
4.25K
$567K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-85- 3.64% |
$10.6K - $12.5K
|
2.25K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 6.63% |
$10.6K - $12.5K
|
1.2K
$160K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-85- 2.1% |
$10.6K - $12.5K
|
3.97K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-88- 4.44% |
$11K - $13K
|
1.89K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-92- 75.41% |
$11.5K - $13.5K
|
30
$4K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-92- 1.54% |
$11.5K - $13.5K
|
5.88K
$785K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-93- 5.36% |
$11.6K - $13.7K
|
1.64K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-93- 1.06% |
$11.6K - $13.7K
|
8.68K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97- 0.98% |
$12.1K - $14.3K
|
9.77K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-98- 1.65% |
$12.3K - $14.4K
|
5.84K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-99- 1.03% |
$12.4K - $14.6K
|
9.55K
$1.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.68% |
$12.5K - $14.7K
|
14.5K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-100- 3.3% |
$12.5K - $14.7K
|
2.93K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 5.09% |
$12.6K - $14.9K
|
1.89K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-101- 6.21% |
$12.6K - $14.9K
|
1.53K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-104- 3.2% |
$13K - $15.3K
|
3.14K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-106- 1.93% |
$13.3K - $15.6K
|
5.39K
$718K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 4.01% |
$13.6K - $16K
|
2.61K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-110- 1.68% |
$13.8K - $16.2K
|
6.44K
$858K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-111- 8.14% |
$13.9K - $16.3K
|
1.25K
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-111- 4.07% |
$13.9K - $16.3K
|
2.62K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-111- 0.07% |
$13.9K - $16.3K
|
162K
$21.5M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-112- 4.9% |
$14K - $16.5K
|
2.18K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-112- 2.03% |
$14K - $16.5K
|
5.41K
$721K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-112- 2.85% |
$14K - $16.5K
|
3.81K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-113- 6.48% |
$14.1K - $16.6K
|
1.63K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-113- 1.53% |
$14.1K - $16.6K
|
7.29K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-113- 2.51% |
$14.1K - $16.6K
|
4.38K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-115- 0.34% |
$14.4K - $16.9K
|
34K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-115- 3.66% |
$14.4K - $16.9K
|
3.03K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-115- 58.67% |
$14.4K - $16.9K
|
81
$10.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-116- 2.01% |
$14.5K - $17.1K
|
5.65K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-117- 2.21% |
$14.6K - $17.2K
|
5.18K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-118- 5.24% |
$14.8K - $17.4K
|
2.14K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-122- 1.56% |
$15.3K - $18K
|
7.71K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-122- 26.35% |
$15.3K - $18K
|
341
$45.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-124- 2.38% |
$15.5K - $18.2K
|
5.09K
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-125- 1.77% |
$15.6K - $18.4K
|
6.92K
$923K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 4.55% |
$15.6K - $18.4K
|
2.63K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.41% |
$16K - $18.8K
|
30.9K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-132- 1.86% |
$16.5K - $19.4K
|
6.95K
$927K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-134- 1.45% |
$16.8K - $19.7K
|
9.09K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.05% |
$17K - $20K
|
302K
$40.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-136- 3.16% |
$17K - $20K
|
4.16K
$555K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-139- 3.74% |
$17.4K - $20.5K
|
3.58K
$477K
|