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 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-229- 0.7% |
$28.6K - $33.7K
|
32.3K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-229- 4.09% |
$28.6K - $33.7K
|
5.37K
$716K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-231- 20.9% |
$28.9K - $34K
|
874
$117K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$29.1K - $34.3K
|
3.42K
$457K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-234- 6.9% |
$29.3K - $34.4K
|
3.16K
$421K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-237- 4.46% |
$29.6K - $34.9K
|
5.07K
$676K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-240- 8.04% |
$30K - $35.3K
|
2.75K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-244- 2.65% |
$30.5K - $35.9K
|
8.96K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-246- 1.29% |
$30.8K - $36.2K
|
18.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-248- 7.08% |
$31K - $36.5K
|
3.26K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-251- 11.7% |
$31.4K - $36.9K
|
1.89K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-255- 0.24% |
$31.9K - $37.5K
|
106K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-259- 1.16% |
$32.4K - $38.1K
|
22.1K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-262- 1.73% |
$32.8K - $38.6K
|
14.9K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 10.58% |
$33.5K - $39.4K
|
2.26K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-271- 6.6% |
$33.9K - $39.9K
|
3.83K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-275- 0.21% |
$34.4K - $40.5K
|
134K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-275- 3.75% |
$34.4K - $40.5K
|
7.06K
$941K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-278- 13.71% |
$34.8K - $40.9K
|
1.75K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-281- 2.77% |
$35.1K - $41.4K
|
9.87K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-282- 18.15% |
$35.3K - $41.5K
|
1.27K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-287- 14.06% |
$35.9K - $42.2K
|
1.75K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 4.76% |
$36.9K - $43.4K
|
5.9K
$787K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-298- 1.93% |
$37.3K - $43.9K
|
15.2K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.75% |
$37.5K - $44.2K
|
39.5K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-300- 7.5% |
$37.5K - $44.2K
|
3.7K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-306- 3.21% |
$38.3K - $45K
|
9.22K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-310- 8.76% |
$38.8K - $45.6K
|
3.23K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-314- 7.93% |
$39.3K - $46.2K
|
3.65K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-314- 0.67% |
$39.3K - $46.2K
|
46.6K
$6.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-318- 1.85% |
$39.8K - $46.8K
|
16.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-320- 1.53% |
$40K - $47.1K
|
20.6K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-325- 10.49% |
$40.6K - $47.8K
|
2.77K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-326- 2.53% |
$40.8K - $48K
|
12.6K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 9.64% |
$41K - $48.3K
|
3.07K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-330- 3.5% |
$41.3K - $48.6K
|
9.1K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-332- 3.72% |
$41.5K - $48.9K
|
8.6K
$1.15M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-332- 15.95% |
$41.5K - $48.9K
|
1.75K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-333- 15.55% |
$41.6K - $49K
|
1.81K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-335- 4.25% |
$41.9K - $49.3K
|
7.54K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-345- 1.9% |
$43.1K - $50.8K
|
17.8K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-352- 6.18% |
$44K - $51.8K
|
5.34K
$712K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-353- 12.95% |
$44.1K - $52K
|
2.37K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-353- 1.98% |
$44.1K - $52K
|
17.4K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-362- 27.59% |
$45.3K - $53.3K
|
950
$127K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-363- 11.14% |
$45.4K - $53.4K
|
2.9K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-366- 16.48% |
$45.8K - $53.9K
|
1.86K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-367- 2.36% |
$45.9K - $54K
|
15.2K
$2.02M
|