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 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-102- 1.02% |
$11.3K - $14.2K
|
9.92K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-105- 2.84% |
$11.6K - $14.6K
|
3.59K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-107- 0.54% |
$11.8K - $14.9K
|
19.8K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-121- 1.21% |
$13.4K - $16.8K
|
9.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-123- 7.03% |
$13.6K - $17.1K
|
1.63K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-127- 1.74% |
$14K - $17.6K
|
7.15K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-128- 5.62% |
$14.1K - $17.8K
|
2.15K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-130- 5.04% |
$14.3K - $18.1K
|
2.45K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 11.08% |
$15.1K - $19K
|
1.1K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-140- 4.53% |
$15.4K - $19.5K
|
2.95K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-140- 3.42% |
$15.4K - $19.5K
|
3.96K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-142- 1.92% |
$15.7K - $19.7K
|
7.24K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-142- 1.54% |
$15.7K - $19.7K
|
9.07K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 3.68% |
$15.8K - $19.9K
|
3.74K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-147- 4.17% |
$16.2K - $20.4K
|
3.38K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-150- 33.33% |
$16.6K - $20.8K
|
300
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-153- 4.2% |
$16.9K - $21.3K
|
3.49K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-162- 1.08% |
$17.9K - $22.5K
|
14.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-184- 0.34% |
$20.3K - $25.6K
|
54.5K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.97% |
$22.1K - $27.8K
|
3.15K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-206- 0.22% |
$22.7K - $28.6K
|
94.2K
$11.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-210- 7.75% |
$23.2K - $29.2K
|
2.5K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-219- 3.2% |
$24.2K - $30.4K
|
6.62K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-223- 1.27% |
$24.6K - $31K
|
17.3K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-228- 2.28% |
$25.2K - $31.7K
|
9.79K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 5.6% |
$25.5K - $32.1K
|
3.89K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-234- 1.54% |
$25.8K - $32.5K
|
15K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-242- 4.0% |
$26.7K - $33.6K
|
5.81K
$718K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-246- 1.29% |
$27.1K - $34.2K
|
18.9K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-248- 2.69% |
$27.4K - $34.5K
|
8.97K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-249- 2.26% |
$27.5K - $34.6K
|
10.8K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$87.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-270- 0.2% |
$29.8K - $37.5K
|
134K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-272- 2.07% |
$30K - $37.8K
|
12.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 2.23% |
$30.6K - $38.5K
|
12.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-278- 5.09% |
$30.7K - $38.6K
|
5.19K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-280- 9.28% |
$30.9K - $38.9K
|
2.74K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 14.02% |
$31.7K - $39.9K
|
1.76K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-287- 5.9% |
$31.7K - $39.9K
|
4.57K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-296- 0.53% |
$32.7K - $41.1K
|
55.5K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-297- 13.24% |
$32.8K - $41.3K
|
1.95K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 14.01% |
$33.1K - $41.7K
|
1.84K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-313- 1.34% |
$34.5K - $43.5K
|
23K
$2.84M
|