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
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-113- 2.51% |
$14.1K - $16.6K
|
4.38K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-115- 0.34% |
$14.4K - $16.9K
|
34K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-115- 3.66% |
$14.4K - $16.9K
|
3.03K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-115- 58.67% |
$14.4K - $16.9K
|
81
$10.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-116- 2.01% |
$14.5K - $17.1K
|
5.65K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-117- 2.21% |
$14.6K - $17.2K
|
5.18K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-118- 5.24% |
$14.8K - $17.4K
|
2.14K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-122- 1.56% |
$15.3K - $18K
|
7.71K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-122- 26.35% |
$15.3K - $18K
|
341
$44.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-124- 2.38% |
$15.5K - $18.2K
|
5.09K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-125- 1.77% |
$15.6K - $18.4K
|
6.92K
$903K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 4.55% |
$15.6K - $18.4K
|
2.63K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.41% |
$16K - $18.8K
|
30.9K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-132- 1.86% |
$16.5K - $19.4K
|
6.95K
$908K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-134- 1.45% |
$16.8K - $19.7K
|
9.09K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.05% |
$17K - $20K
|
302K
$39.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-136- 3.16% |
$17K - $20K
|
4.16K
$543K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-139- 3.74% |
$17.4K - $20.5K
|
3.58K
$467K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-142- 4.19% |
$17.8K - $20.9K
|
3.24K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-143- 20.72% |
$17.9K - $21K
|
547
$71.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-145- 2.04% |
$18.1K - $21.3K
|
6.96K
$908K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-147- 7.51% |
$18.4K - $21.6K
|
1.81K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-150- 2.01% |
$18.8K - $22.1K
|
7.32K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 6.2% |
$18.8K - $22.1K
|
2.27K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-152- 3.19% |
$19K - $22.4K
|
4.61K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-153- 2.02% |
$19.1K - $22.5K
|
7.41K
$967K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-153- 4.57% |
$19.1K - $22.5K
|
3.19K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-157- 1.54% |
$19.6K - $23.1K
|
10K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157- 0.67% |
$19.6K - $23.1K
|
23.4K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-165- 3.49% |
$20.6K - $24.3K
|
4.56K
$595K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-168- 0.87% |
$21K - $24.7K
|
19.2K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-169- 9.15% |
$21.1K - $24.9K
|
1.68K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-173- 0.7% |
$21.6K - $25.5K
|
24.6K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-174- 1.85% |
$21.8K - $25.6K
|
9.22K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-177- 6.25% |
$22.1K - $26K
|
2.65K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-177- 6.39% |
$22.1K - $26K
|
2.6K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-177- 2.22% |
$22.1K - $26K
|
7.78K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-178- 1.08% |
$22.3K - $26.2K
|
16.3K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-180- 0.27% |
$22.5K - $26.5K
|
65.5K
$8.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-182- 8.86% |
$22.8K - $26.8K
|
1.87K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-182- 1.51% |
$22.8K - $26.8K
|
11.9K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-183- 2.44% |
$22.9K - $26.9K
|
7.31K
$954K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-185- 7.39% |
$23.1K - $27.2K
|
2.32K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-186- 49.08% |
$23.3K - $27.4K
|
193
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-191- 1.66% |
$23.9K - $28.1K
|
11.3K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-195- 1.5% |
$24.4K - $28.7K
|
12.8K
$1.67M
|