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 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-880- 62.72% |
$110K - $130K
|
523
$70.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-883- 8.98% |
$110K - $130K
|
8.95K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-900- 19.47% |
$113K - $132K
|
3.72K
$499K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-918- 3.32% |
$115K - $135K
|
26.7K
$3.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-932- 77.15% |
$117K - $137K
|
276
$37K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-935- 79.1% |
$117K - $138K
|
247
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-968- 2.51% |
$121K - $142K
|
37.5K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-978- 7.11% |
$122K - $144K
|
12.8K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-998- 24.88% |
$125K - $147K
|
3.01K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1K- 5.82% |
$125K - $147K
|
16.2K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1K- 36.86% |
$126K - $148K
|
1.72K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.01K- 2.38% |
$126K - $148K
|
41.3K
$5.54M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.03K- 10.94% |
$129K - $152K
|
8.4K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.06% |
$129K - $152K
|
96.4K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.04K- 10.21% |
$130K - $153K
|
9.13K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.04K- 1.65% |
$130K - $153K
|
61.8K
$8.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 19.35% |
$131K - $154K
|
4.35K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.07K- 3.45% |
$133K - $157K
|
29.8K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.07K- 19.56% |
$133K - $157K
|
4.39K
$588K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 15.73% |
$135K - $159K
|
5.78K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.09K- 4.35% |
$136K - $160K
|
23.9K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.09K- 39.64% |
$136K - $160K
|
1.66K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.1K- 3.47% |
$138K - $162K
|
30.6K
$4.09M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.1K- 7.41% |
$138K - $162K
|
13.8K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.11K- 4.95% |
$139K - $164K
|
21.4K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.13K- 12.0% |
$141K - $166K
|
8.29K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.14K- 5.34% |
$142K - $167K
|
20.2K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 17.95% |
$144K - $169K
|
5.25K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.19K- 2.19% |
$149K - $175K
|
53K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.19K- 3.11% |
$149K - $175K
|
37K
$4.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 5.54% |
$150K - $177K
|
20.5K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.23K- 5.04% |
$154K - $181K
|
23.1K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.25K- 11.06% |
$156K - $183K
|
10K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.26K- 31.79% |
$157K - $185K
|
2.7K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.27K- 6.46% |
$158K - $186K
|
18.3K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.28K- 41.32% |
$160K - $188K
|
1.81K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.28K- 9.37% |
$160K - $189K
|
12.4K
$1.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.29K- 17.62% |
$161K - $189K
|
6.01K
$805K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.31K- 18.5% |
$164K - $193K
|
5.78K
$774K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 26.59% |
$168K - $198K
|
3.71K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.62% |
$170K - $200K
|
216K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.36K- 3.05% |
$170K - $200K
|
43.2K
$5.79M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.36K- 39.38% |
$171K - $201K
|
2.1K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.37K- 25.09% |
$171K - $201K
|
4.08K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.37K- 32.13% |
$171K - $202K
|
2.9K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.37K- 21.67% |
$172K - $202K
|
4.97K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.4K- 19.73% |
$175K - $205K
|
5.68K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 6.33% |
$175K - $206K
|
20.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.45K- 11.99% |
$181K - $213K
|
10.6K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 3.85% |
$183K - $215K
|
36.5K
$4.89M
|