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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-196- 6.4% |
$24.5K - $28.8K
|
2.87K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-196- 16.88% |
$24.5K - $28.8K
|
965
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-198- 2.23% |
$24.8K - $29.1K
|
8.67K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-199- 2.97% |
$24.9K - $29.3K
|
6.49K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 2.62% |
$24.9K - $29.3K
|
7.4K
$965K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.54% |
$25K - $29.4K
|
12.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 4.87% |
$25K - $29.4K
|
3.91K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 9.71% |
$25K - $29.4K
|
1.86K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 5.64% |
$25K - $29.4K
|
3.35K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-204- 1.68% |
$25.5K - $30K
|
12K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-209- 1.65% |
$26.1K - $30.8K
|
12.4K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-209- 3.45% |
$26.1K - $30.8K
|
5.85K
$763K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-211- 2.49% |
$26.4K - $31.1K
|
8.26K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-212- 5.17% |
$26.5K - $31.2K
|
3.89K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-212- 7.28% |
$26.5K - $31.2K
|
2.7K
$353K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-212- 9.16% |
$26.5K - $31.2K
|
2.1K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-215- 1.44% |
$26.9K - $31.6K
|
14.7K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-219- 0.59% |
$27.4K - $32.2K
|
37K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-220- 7.05% |
$27.5K - $32.4K
|
2.9K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-225- 1.67% |
$28.1K - $33.1K
|
13.3K
$1.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-229- 0.7% |
$28.6K - $33.7K
|
32.3K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-229- 4.09% |
$28.6K - $33.7K
|
5.37K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-231- 20.9% |
$28.9K - $34K
|
874
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$29.1K - $34.3K
|
3.42K
$447K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-234- 6.9% |
$29.3K - $34.4K
|
3.16K
$412K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-237- 4.46% |
$29.6K - $34.9K
|
5.07K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-240- 8.04% |
$30K - $35.3K
|
2.75K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-244- 2.65% |
$30.5K - $35.9K
|
8.96K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-246- 1.29% |
$30.8K - $36.2K
|
18.8K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-248- 7.08% |
$31K - $36.5K
|
3.26K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-251- 11.7% |
$31.4K - $36.9K
|
1.89K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-255- 0.24% |
$31.9K - $37.5K
|
106K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-259- 1.16% |
$32.4K - $38.1K
|
22.1K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-262- 1.73% |
$32.8K - $38.6K
|
14.9K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 10.58% |
$33.5K - $39.4K
|
2.26K
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-271- 6.6% |
$33.9K - $39.9K
|
3.83K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-275- 0.21% |
$34.4K - $40.5K
|
134K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-275- 3.75% |
$34.4K - $40.5K
|
7.06K
$921K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-278- 13.71% |
$34.8K - $40.9K
|
1.75K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-281- 2.77% |
$35.1K - $41.4K
|
9.87K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-282- 18.15% |
$35.3K - $41.5K
|
1.27K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-287- 14.06% |
$35.9K - $42.2K
|
1.75K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 4.76% |
$36.9K - $43.4K
|
5.9K
$770K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-298- 1.93% |
$37.3K - $43.9K
|
15.2K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.75% |
$37.5K - $44.2K
|
39.5K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-300- 7.5% |
$37.5K - $44.2K
|
3.7K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-306- 3.21% |
$38.3K - $45K
|
9.22K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-310- 8.76% |
$38.8K - $45.6K
|
3.23K
$421K
|