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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-367- 2.36% |
$45.9K - $54K
|
15.2K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-368- 3.1% |
$46K - $54.2K
|
11.5K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-370- 12.92% |
$46.3K - $54.5K
|
2.49K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-370- 7.85% |
$46.3K - $54.5K
|
4.34K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-374- 2.12% |
$46.8K - $55K
|
17.3K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-375- 0.97% |
$46.9K - $55.2K
|
38.1K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-377- 1.03% |
$47.1K - $55.5K
|
36.1K
$4.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-378- 0.42% |
$47.3K - $55.6K
|
88.9K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-378- 5.88% |
$47.3K - $55.6K
|
6.05K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-380- 13.04% |
$47.5K - $55.9K
|
2.53K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-398- 2.6% |
$49.8K - $58.6K
|
14.9K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-399- 9.63% |
$49.9K - $58.7K
|
3.75K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.1% |
$50K - $58.9K
|
7.44K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.67% |
$50K - $58.9K
|
23.6K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-400- 2.32% |
$50K - $58.9K
|
16.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-405- 14.61% |
$50.6K - $59.6K
|
2.37K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-409- 7.24% |
$51.1K - $60.2K
|
5.24K
$702K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-411- 19.0% |
$51.4K - $60.5K
|
1.75K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-412- 1.7% |
$51.5K - $60.6K
|
23.9K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-415- 4.36% |
$51.9K - $61.1K
|
9.11K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-418- 3.55% |
$52.3K - $61.5K
|
11.4K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-419- 0.64% |
$52.4K - $61.7K
|
65.5K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-421- 75.99% |
$52.6K - $62K
|
133
$17.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-424- 1.04% |
$53K - $62.4K
|
40.2K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-425- 2.49% |
$53.1K - $62.5K
|
16.7K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-426- 10.46% |
$53.3K - $62.7K
|
3.65K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-432- 17.68% |
$54K - $63.6K
|
2.01K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-442- 0.25% |
$55.3K - $65K
|
177K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-447- 12.22% |
$55.9K - $65.8K
|
3.21K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-460- 1.64% |
$57.5K - $67.7K
|
27.6K
$3.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-460- 21.89% |
$57.5K - $67.7K
|
1.64K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-461- 19.92% |
$57.6K - $67.8K
|
1.85K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-466- 1.45% |
$58.3K - $68.6K
|
31.6K
$4.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-468- 7.08% |
$58.5K - $68.9K
|
6.14K
$823K
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-469- 8.35% |
$58.6K - $69K
|
5.15K
$690K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-470- 9.1% |
$58.8K - $69.2K
|
4.7K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-475- 2.85% |
$59.4K - $69.9K
|
16.2K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-476- 37.6% |
$59.5K - $70.1K
|
790
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-483- 1.92% |
$60.4K - $71.1K
|
24.7K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-486- 3.56% |
$60.8K - $71.5K
|
13.2K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 35.56% |
$61.3K - $72.1K
|
888
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-490- 26.56% |
$61.3K - $72.1K
|
1.36K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-493- 20.89% |
$61.6K - $72.6K
|
1.87K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-498- 2.2% |
$62.3K - $73.3K
|
22.1K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-499- 0.76% |
$62.4K - $73.4K
|
65.5K
$8.77M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-500- 2.56% |
$62.5K - $73.6K
|
19.1K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 1.25% |
$62.5K - $73.6K
|
39.4K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-500- 6.56% |
$62.5K - $73.6K
|
7.13K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-500- 0.68% |
$62.5K - $73.6K
|
73.3K
$9.82M
|