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 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$627K - $738K
|
5.02K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$612K - $720K
|
4.9K
$652K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.85KNew |
$607K - $714K
|
4.85K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$588K - $692K
|
4.7K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.62KNew |
$577K - $679K
|
4.62K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.5K+ 47.36% |
$563K - $662K
|
14K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.48K+ 16.9% |
$561K - $660K
|
31K
$4.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.48K+ 5.54% |
$560K - $659K
|
85.3K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.41KNew |
$551K - $648K
|
4.41K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.4KNew |
$550K - $648K
|
4.4K
$586K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.21K+ 3.29% |
$526K - $620K
|
132K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.15K+ 6.13% |
$518K - $610K
|
71.8K
$9.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.06K+ 25.69% |
$508K - $598K
|
19.9K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.89K+ 4.76% |
$486K - $572K
|
85.6K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 32.46% |
$483K - $569K
|
15.8K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 12.23% |
$480K - $565K
|
35.2K
$4.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.81K+ 15.0% |
$476K - $561K
|
29.2K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.79KNew |
$474K - $558K
|
3.79K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.79KNew |
$474K - $558K
|
3.79K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.78K+ 2.9% |
$472K - $556K
|
134K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.75KNew |
$469K - $552K
|
3.75K
$500K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.72KNew |
$465K - $547K
|
3.72K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.68K+ 36.45% |
$460K - $541K
|
13.8K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.6KNew |
$449K - $529K
|
3.6K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.52K+ 22.16% |
$440K - $517K
|
19.4K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.46K+ 4.21% |
$433K - $510K
|
85.7K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.45K+ 1.37% |
$431K - $508K
|
256K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.45K+ 15.57% |
$431K - $508K
|
25.6K
$3.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
3.45KNew |
$431K - $507K
|
3.45K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 109.58% |
$416K - $490K
|
6.36K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.29K+ 171.43% |
$411K - $484K
|
5.21K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.26K+ 39.85% |
$408K - $480K
|
11.4K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.25KNew |
$407K - $479K
|
3.25K
$433K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 324800.0% |
$406K - $478K
|
3.25K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.25K+ 12.1% |
$406K - $478K
|
30.1K
$4.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.21K+ 85.17% |
$401K - $472K
|
6.97K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.2KNew |
$400K - $470K
|
3.2K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.16KNew |
$395K - $465K
|
3.16K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.13K+ 43.26% |
$391K - $461K
|
10.4K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.11K+ 51.07% |
$389K - $458K
|
9.21K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.1KNew |
$387K - $456K
|
3.1K
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.09K+ 1.58% |
$387K - $455K
|
199K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.04KNew |
$380K - $448K
|
3.04K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.03K+ 76.83% |
$379K - $446K
|
6.98K
$930K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.03K+ 113.36% |
$379K - $446K
|
5.7K
$760K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3K+ 10.16% |
$376K - $442K
|
32.6K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.97K+ 5.73% |
$371K - $437K
|
54.7K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.91K+ 9.73% |
$363K - $428K
|
32.7K
$4.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.83KNew |
$353K - $416K
|
2.83K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.82KNew |
$353K - $415K
|
2.82K
$376K
|