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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.77K- 2.07% |
$346K - $407K
|
131K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.79K- 8.72% |
$348K - $410K
|
29.2K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.8K- 46.9% |
$351K - $413K
|
3.18K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.84K- 35.79% |
$355K - $417K
|
5.09K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.85K- 55.03% |
$356K - $419K
|
2.33K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.89K- 29.98% |
$361K - $425K
|
6.74K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.04K- 42.15% |
$380K - $447K
|
4.17K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.06K- 3.83% |
$383K - $450K
|
76.9K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-3.08K- 61.82% |
$385K - $454K
|
1.9K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.1K- 7.67% |
$387K - $456K
|
37.3K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.1K- 5.51% |
$388K - $456K
|
53.2K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-3.11K- 17.36% |
$388K - $457K
|
14.8K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.11K- 0.19% |
$388K - $457K
|
1.64M
$219M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.11K- 16.69% |
$389K - $458K
|
15.5K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.14K- 14.8% |
$393K - $462K
|
18.1K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.19K- 54.1% |
$399K - $470K
|
2.71K
$361K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.21K- 1.25% |
$402K - $473K
|
254K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.22K- 2.84% |
$403K - $474K
|
110K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 1.02% |
$403K - $474K
|
314K
$41.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.25K- 9.47% |
$406K - $478K
|
31K
$4.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.3K- 75.09% |
$412K - $485K
|
1.09K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.32K- 8.12% |
$415K - $488K
|
37.5K
$5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.37K- 20.52% |
$421K - $496K
|
13K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.49K- 4.07% |
$437K - $514K
|
82.4K
$11M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.56K- 2.67% |
$445K - $523K
|
130K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.59K- 1.59% |
$448K - $528K
|
223K
$29.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.62K- 34.19% |
$453K - $533K
|
6.98K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.7K- 13.17% |
$463K - $545K
|
24.4K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.96K- 51.99% |
$495K - $583K
|
3.66K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 72.14% |
$496K - $584K
|
1.53K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 8.94% |
$497K - $585K
|
40.5K
$5.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.01K- 4.42% |
$501K - $590K
|
86.7K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.03K- 8.25% |
$504K - $593K
|
44.8K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.03K- 4.32% |
$504K - $594K
|
89.3K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.09K- 11.77% |
$511K - $602K
|
30.7K
$4.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.12K- 2.03% |
$514K - $606K
|
198K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.13K- 3.79% |
$516K - $608K
|
105K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.24K- 3.75% |
$530K - $624K
|
109K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.25K- 18.64% |
$531K - $625K
|
18.5K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-4.29K- 2.95% |
$536K - $632K
|
141K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.33K- 46.92% |
$541K - $637K
|
4.9K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.46K- 17.59% |
$557K - $656K
|
20.9K
$2.78M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.52K- 21.45% |
$565K - $665K
|
16.6K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.52K- 3.89% |
$565K - $665K
|
112K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.53K- 5.0% |
$567K - $667K
|
86.1K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.55K- 6.17% |
$569K - $669K
|
69.2K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-4.6K- 4.21% |
$575K - $677K
|
105K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.68K- 9.67% |
$585K - $688K
|
43.7K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-4.73K- 23.79% |
$591K - $696K
|
15.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-4.76K- 73.93% |
$595K - $700K
|
1.68K
$224K
|