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 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 5.54% |
$150K - $177K
|
20.5K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.23K- 5.04% |
$154K - $181K
|
23.1K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.25K- 11.06% |
$156K - $183K
|
10K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.26K- 31.79% |
$157K - $185K
|
2.7K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.27K- 6.46% |
$158K - $186K
|
18.3K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.28K- 41.32% |
$160K - $188K
|
1.81K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.28K- 9.37% |
$160K - $189K
|
12.4K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.29K- 17.62% |
$161K - $189K
|
6.01K
$784K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.31K- 18.5% |
$164K - $193K
|
5.78K
$754K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 26.59% |
$168K - $198K
|
3.71K
$485K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.62% |
$170K - $200K
|
216K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.36K- 3.05% |
$170K - $200K
|
43.2K
$5.64M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.36K- 39.38% |
$171K - $201K
|
2.1K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.37K- 25.09% |
$171K - $201K
|
4.08K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.37K- 32.13% |
$171K - $202K
|
2.9K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.37K- 21.67% |
$172K - $202K
|
4.97K
$648K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.38K- 1.48% |
$173K - $204K
|
92.1K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.4K- 19.73% |
$175K - $205K
|
5.68K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 6.33% |
$175K - $206K
|
20.7K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.45K- 11.99% |
$181K - $213K
|
10.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 3.85% |
$183K - $215K
|
36.5K
$4.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.47K- 4.19% |
$184K - $216K
|
33.6K
$4.38M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.48K- 9.47% |
$185K - $218K
|
14.1K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.48K- 24.83% |
$185K - $218K
|
4.48K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.53K- 43.02% |
$192K - $225K
|
2.03K
$265K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.56KClosed |
$195K - $230K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.57K- 0.75% |
$197K - $231K
|
208K
$27.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 34.34% |
$198K - $233K
|
3.03K
$395K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 34.34% |
$198K - $233K
|
3.03K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.59K- 0.86% |
$199K - $234K
|
183K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 74.92% |
$200K - $235K
|
535
$69.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 12.59% |
$201K - $237K
|
11.2K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 18.42% |
$203K - $239K
|
7.19K
$938K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.64K- 7.04% |
$205K - $241K
|
21.7K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.68K- 38.13% |
$209K - $247K
|
2.72K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 5.89% |
$210K - $247K
|
26.8K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.72K- 38.81% |
$215K - $254K
|
2.72K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.72K- 9.06% |
$216K - $254K
|
17.3K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.75K- 2.4% |
$218K - $257K
|
71.1K
$9.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.78K- 6.09% |
$222K - $262K
|
27.4K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.81K- 7.48% |
$226K - $266K
|
22.3K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 8.82% |
$229K - $269K
|
18.9K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 27.84% |
$229K - $270K
|
4.75K
$620K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.83K- 3.62% |
$229K - $270K
|
48.8K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.85K- 17.65% |
$231K - $272K
|
8.63K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.9K- 12.2% |
$237K - $279K
|
13.7K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.91K- 27.97% |
$238K - $281K
|
4.91K
$641K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.93K- 3.61% |
$241K - $284K
|
51.5K
$6.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.96K- 86.38% |
$245K - $288K
|
309
$40.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.98K- 23.06% |
$248K - $292K
|
6.62K
$863K
|