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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-142- 4.19% |
$17.8K - $20.9K
|
3.24K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-143- 20.72% |
$17.9K - $21K
|
547
$72.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-145- 2.04% |
$18.1K - $21.3K
|
6.96K
$928K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-147- 7.51% |
$18.4K - $21.6K
|
1.81K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-150- 2.01% |
$18.8K - $22.1K
|
7.32K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 6.2% |
$18.8K - $22.1K
|
2.27K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-152- 3.19% |
$19K - $22.4K
|
4.61K
$615K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-153- 2.02% |
$19.1K - $22.5K
|
7.41K
$988K
|
|
|
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
$426K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-157- 1.54% |
$19.6K - $23.1K
|
10K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157- 0.67% |
$19.6K - $23.1K
|
23.4K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-165- 3.49% |
$20.6K - $24.3K
|
4.56K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-168- 0.87% |
$21K - $24.7K
|
19.2K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-169- 9.15% |
$21.1K - $24.9K
|
1.68K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-173- 0.7% |
$21.6K - $25.5K
|
24.6K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-174- 1.85% |
$21.8K - $25.6K
|
9.22K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-177- 6.25% |
$22.1K - $26K
|
2.65K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-177- 6.39% |
$22.1K - $26K
|
2.6K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-177- 2.22% |
$22.1K - $26K
|
7.78K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-178- 1.08% |
$22.3K - $26.2K
|
16.3K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-180- 0.27% |
$22.5K - $26.5K
|
65.5K
$8.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-182- 8.86% |
$22.8K - $26.8K
|
1.87K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-182- 1.51% |
$22.8K - $26.8K
|
11.9K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-183- 2.44% |
$22.9K - $26.9K
|
7.31K
$975K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-185- 7.39% |
$23.1K - $27.2K
|
2.32K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-186- 49.08% |
$23.3K - $27.4K
|
193
$25.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-191- 1.66% |
$23.9K - $28.1K
|
11.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-195- 1.5% |
$24.4K - $28.7K
|
12.8K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-196- 6.4% |
$24.5K - $28.8K
|
2.87K
$382K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-196- 16.88% |
$24.5K - $28.8K
|
965
$129K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-198- 2.23% |
$24.8K - $29.1K
|
8.67K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-199- 2.97% |
$24.9K - $29.3K
|
6.49K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 2.62% |
$24.9K - $29.3K
|
7.4K
$986K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.54% |
$25K - $29.4K
|
12.8K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 4.87% |
$25K - $29.4K
|
3.91K
$521K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 9.71% |
$25K - $29.4K
|
1.86K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 5.64% |
$25K - $29.4K
|
3.35K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-204- 1.68% |
$25.5K - $30K
|
12K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-209- 1.65% |
$26.1K - $30.8K
|
12.4K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-209- 3.45% |
$26.1K - $30.8K
|
5.85K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-211- 2.49% |
$26.4K - $31.1K
|
8.26K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-212- 5.17% |
$26.5K - $31.2K
|
3.89K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-212- 7.28% |
$26.5K - $31.2K
|
2.7K
$360K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-212- 9.16% |
$26.5K - $31.2K
|
2.1K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-215- 1.44% |
$26.9K - $31.6K
|
14.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-219- 0.59% |
$27.4K - $32.2K
|
37K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-220- 7.05% |
$27.5K - $32.4K
|
2.9K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-225- 1.67% |
$28.1K - $33.1K
|
13.3K
$1.77M
|