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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
329+ 11.49% |
$36.3K - $45.7K
|
3.19K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
329New |
$36.3K - $45.7K
|
329
$42.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327New |
$36.1K - $45.4K
|
327
$42.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
322+ 5.47% |
$35.5K - $44.7K
|
6.21K
$810K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
317New |
$35K - $44K
|
317
$41.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
316+ 16.1% |
$34.9K - $43.9K
|
2.28K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
312+ 11.44% |
$34.4K - $43.3K
|
3.04K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
310+ 11.31% |
$34.2K - $43.1K
|
3.05K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309+ 2.72% |
$34.1K - $42.9K
|
11.7K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
302+ 1.29% |
$33.3K - $42K
|
23.7K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 8.11% |
$33.1K - $41.7K
|
4K
$522K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
300New |
$33.1K - $41.7K
|
300
$39.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
299+ 9.47% |
$33K - $41.5K
|
3.46K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
293+ 0.34% |
$32.3K - $40.7K
|
86K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
289+ 14.63% |
$31.9K - $40.2K
|
2.27K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285New |
$31.4K - $39.6K
|
285
$37.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
281+ 0.69% |
$31K - $39K
|
40.8K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
280+ 16.9% |
$30.9K - $38.9K
|
1.94K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
279+ 11.33% |
$30.8K - $38.8K
|
2.74K
$358K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
277+ 4.1% |
$30.6K - $38.5K
|
7.03K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
275New |
$30.3K - $38.2K
|
275
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
275+ 0.84% |
$30.3K - $38.2K
|
33K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
274New |
$30.2K - $38.1K
|
274
$35.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
274New |
$30.2K - $38.1K
|
274
$35.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
272+ 11.47% |
$30K - $37.8K
|
2.64K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
269New |
$29.7K - $37.4K
|
269
$35.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
267+ 0.2% |
$29.5K - $37.1K
|
132K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
265+ 4.93% |
$29.2K - $36.8K
|
5.64K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
264+ 4.2% |
$29.1K - $36.7K
|
6.54K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
264New |
$29.1K - $36.7K
|
264
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
263+ 4.08% |
$29K - $36.5K
|
6.71K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
262+ 2.57% |
$28.9K - $36.4K
|
10.5K
$1.37M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
262New |
$28.9K - $36.4K
|
262
$34.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
261+ 4.44% |
$28.8K - $36.3K
|
6.14K
$802K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
252+ 7.43% |
$27.8K - $35K
|
3.64K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
250+ 2.25% |
$27.6K - $34.7K
|
11.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
250+ 2.11% |
$27.6K - $34.7K
|
12.1K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
249+ 1.06% |
$27.5K - $34.6K
|
23.8K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
248+ 8.52% |
$27.4K - $34.5K
|
3.16K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
248+ 8.34% |
$27.4K - $34.5K
|
3.22K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
246+ 0.82% |
$27.1K - $34.2K
|
30.3K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
245New |
$27K - $34K
|
245
$32K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
244+ 0.15% |
$26.9K - $33.9K
|
159K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
241+ 4.59% |
$26.6K - $33.5K
|
5.49K
$716K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
239+ 14.81% |
$26.4K - $33.2K
|
1.85K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 5.09% |
$26.4K - $33.2K
|
4.93K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
237+ 14.02% |
$26.2K - $32.9K
|
1.93K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
235+ 5.95% |
$25.9K - $32.6K
|
4.19K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
233+ 7.93% |
$25.7K - $32.4K
|
3.17K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.4K
|