Purchases and Sales Made in Q4 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
491+ 4.72% |
$54.2K - $68.2K
|
10.9K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
490+ 8.53% |
$54.1K - $68.1K
|
6.24K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 2.98% |
$53.4K - $67.2K
|
16.7K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 29.8% |
$53.3K - $67.1K
|
2.1K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
483+ 11.99% |
$53.3K - $67.1K
|
4.51K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
481New |
$53.1K - $66.8K
|
481
$59.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 14.82% |
$52.2K - $65.7K
|
3.67K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
472+ 0.43% |
$52.1K - $65.6K
|
109K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
467+ 5.2% |
$51.5K - $64.9K
|
9.44K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
464+ 2.87% |
$51.2K - $64.5K
|
16.6K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
457+ 2.43% |
$50.4K - $63.5K
|
19.3K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$50.2K - $63.2K
|
455
$56.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
447+ 52.22% |
$49.3K - $62.1K
|
1.3K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
445+ 161.82% |
$49.1K - $61.8K
|
720
$88.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
428New |
$47.2K - $59.5K
|
428
$52.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
421+ 10.85% |
$46.5K - $58.5K
|
4.3K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
420+ 13.06% |
$46.3K - $58.4K
|
3.64K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$46.1K - $58.1K
|
418
$51.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
416New |
$45.9K - $57.8K
|
416
$51.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
415+ 8.57% |
$45.8K - $57.7K
|
5.26K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
411+ 1.95% |
$45.4K - $57.1K
|
21.5K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
410New |
$45.2K - $57K
|
410
$50.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
404+ 9.21% |
$44.6K - $56.1K
|
4.79K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
401New |
$44.3K - $55.7K
|
401
$49.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
395+ 1.19% |
$43.6K - $54.9K
|
33.5K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
387+ 1.92% |
$42.7K - $53.8K
|
20.6K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 11.76% |
$42.5K - $53.5K
|
3.66K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
374+ 1.42% |
$41.3K - $52K
|
26.7K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
372+ 1.46% |
$41.1K - $51.7K
|
25.8K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
371+ 2.29% |
$40.9K - $51.5K
|
16.5K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
370+ 4.13% |
$40.8K - $51.4K
|
9.33K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
365+ 7.0% |
$40.3K - $50.7K
|
5.58K
$689K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
361+ 14.68% |
$39.8K - $50.2K
|
2.82K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
361+ 222.84% |
$39.8K - $50.2K
|
523
$64.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
359+ 2.78% |
$39.6K - $49.9K
|
13.3K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
353+ 2.74% |
$39K - $49K
|
13.3K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
350+ 25.83% |
$38.6K - $48.6K
|
1.71K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
345+ 0.92% |
$38.1K - $47.9K
|
37.9K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
343+ 11.1% |
$37.9K - $47.7K
|
3.43K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
338+ 5.42% |
$37.3K - $47K
|
6.57K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332+ 12.33% |
$36.6K - $46.1K
|
3.02K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
331+ 17.56% |
$36.5K - $46K
|
2.22K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
329+ 11.49% |
$36.3K - $45.7K
|
3.19K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
329New |
$36.3K - $45.7K
|
329
$40.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
322+ 5.47% |
$35.5K - $44.7K
|
6.21K
$766K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
317New |
$35K - $44K
|
317
$39.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
316+ 16.1% |
$34.9K - $43.9K
|
2.28K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
312+ 11.44% |
$34.4K - $43.3K
|
3.04K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
310+ 11.31% |
$34.2K - $43.1K
|
3.05K
$377K
|