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
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.13K+ 14.74% |
$141K - $166K
|
8.79K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 43.91% |
$141K - $166K
|
3.7K
$493K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$137K - $161K
|
1.09K
$146K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.07K+ 14.8% |
$134K - $158K
|
8.33K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$131K - $155K
|
1.05K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.04K+ 2.01% |
$130K - $153K
|
52.6K
$7.01M
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.04K+ 0.46% |
$129K - $152K
|
227K
$30.2M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01K+ 22.69% |
$127K - $149K
|
5.48K
$731K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$127K - $149K
|
19.8K
$2.63M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.01KNew |
$126K - $149K
|
1.01K
$135K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 45.19% |
$126K - $149K
|
3.25K
$432K
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.01K+ 57.17% |
$126K - $148K
|
2.76K
$368K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
991+ 5.11% |
$124K - $146K
|
20.4K
$2.71M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$123K - $144K
|
980
$131K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
965+ 4.32% |
$121K - $142K
|
23.3K
$3.1M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
958+ 3.05% |
$120K - $141K
|
32.4K
$4.31M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
957+ 0.07% |
$120K - $141K
|
1.32M
$176M
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
949+ 17.98% |
$119K - $140K
|
6.23K
$830K
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
944+ 0.87% |
$118K - $139K
|
109K
$14.6M
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
940+ 5.27% |
$118K - $138K
|
18.8K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
939+ 1.84% |
$117K - $138K
|
52K
$6.92M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
931+ 30.24% |
$116K - $137K
|
4.01K
$534K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
913+ 0.83% |
$114K - $134K
|
111K
$14.8M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
910+ 7.21% |
$114K - $134K
|
13.5K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
900New |
$113K - $132K
|
900
$120K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
898+ 1.73% |
$112K - $132K
|
52.9K
$7.05M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
889+ 14.75% |
$111K - $131K
|
6.92K
$922K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
885+ 11.35% |
$111K - $130K
|
8.68K
$1.16M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
877+ 1.18% |
$110K - $129K
|
75.3K
$10M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
874+ 1.6% |
$109K - $129K
|
55.6K
$7.4M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
865+ 4.39% |
$108K - $127K
|
20.6K
$2.74M
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
839+ 4.11% |
$105K - $123K
|
21.2K
$2.83M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838+ 40.74% |
$105K - $123K
|
2.9K
$386K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
834+ 10.25% |
$104K - $123K
|
8.97K
$1.2M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
833+ 3.47% |
$104K - $123K
|
24.8K
$3.31M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
800+ 24.39% |
$100K - $118K
|
4.08K
$544K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 9.09% |
$100K - $118K
|
9.6K
$1.28M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
773+ 15.19% |
$96.6K - $114K
|
5.86K
$781K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
768+ 11.79% |
$96K - $113K
|
7.28K
$970K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
760+ 11.16% |
$95K - $112K
|
7.57K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
757+ 3.28% |
$94.6K - $111K
|
23.8K
$3.17M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
750+ 35.24% |
$93.8K - $110K
|
2.88K
$384K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
747+ 4.37% |
$93.4K - $110K
|
17.8K
$2.38M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
717New |
$89.6K - $106K
|
717
$95.6K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
716+ 9.05% |
$89.5K - $105K
|
8.63K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
701+ 1.14% |
$87.6K - $103K
|
62.4K
$8.31M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
699+ 8.37% |
$87.4K - $103K
|
9.05K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
695+ 9.32% |
$86.9K - $102K
|
8.15K
$1.09M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
690+ 4.8% |
$86.3K - $102K
|
15.1K
$2.01M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
686+ 30.5% |
$85.8K - $101K
|
2.94K
$391K
|