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 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
244+ 0.15% |
$26.9K - $33.9K
|
159K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
241+ 4.59% |
$26.6K - $33.5K
|
5.49K
$726K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
239+ 14.81% |
$26.4K - $33.2K
|
1.85K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 5.09% |
$26.4K - $33.2K
|
4.93K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
237+ 14.02% |
$26.2K - $32.9K
|
1.93K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
235+ 5.95% |
$25.9K - $32.6K
|
4.19K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
233+ 7.93% |
$25.7K - $32.4K
|
3.17K
$420K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
233New |
$25.7K - $32.4K
|
233
$30.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229+ 2.88% |
$25.3K - $31.8K
|
8.19K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
225+ 2.71% |
$24.8K - $31.3K
|
8.54K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
224New |
$24.7K - $31.1K
|
224
$29.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
224+ 28.61% |
$24.7K - $31.1K
|
1.01K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
223+ 2.84% |
$24.6K - $31K
|
8.07K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 1.93% |
$24.5K - $30.8K
|
11.7K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
221+ 11.25% |
$24.4K - $30.7K
|
2.19K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
219+ 2.42% |
$24.2K - $30.4K
|
9.27K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
218+ 2.99% |
$24.1K - $30.3K
|
7.51K
$993K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
214+ 0.43% |
$23.6K - $29.7K
|
50K
$6.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
213+ 3.19% |
$23.5K - $29.6K
|
6.9K
$912K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
212+ 13.21% |
$23.4K - $29.5K
|
1.82K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
210+ 9.73% |
$23.2K - $29.2K
|
2.37K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
210+ 0.41% |
$23.2K - $29.2K
|
51K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
208+ 3.92% |
$23K - $28.9K
|
5.52K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207+ 175.42% |
$22.8K - $28.8K
|
325
$43K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
206+ 2.96% |
$22.7K - $28.6K
|
7.16K
$947K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 8.6% |
$22.1K - $27.8K
|
2.53K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
200+ 12.18% |
$22.1K - $27.8K
|
1.84K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
200+ 6.92% |
$22.1K - $27.8K
|
3.09K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 10.6% |
$22.1K - $27.8K
|
2.09K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$26.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$22.1K - $27.8K
|
200
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
198+ 11.17% |
$21.8K - $27.5K
|
1.97K
$261K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
196+ 1.26% |
$21.6K - $27.2K
|
15.7K
$2.08M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
192+ 61.74% |
$21.2K - $26.7K
|
503
$66.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
191+ 3.9% |
$21.1K - $26.5K
|
5.09K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
188+ 8.95% |
$20.7K - $26.1K
|
2.29K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$20.5K - $25.8K
|
186
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
184New |
$20.3K - $25.6K
|
184
$24.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
183+ 1.61% |
$20.2K - $25.4K
|
11.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
181+ 2.59% |
$20K - $25.1K
|
7.16K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
181+ 23.35% |
$20K - $25.1K
|
956
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180+ 13.81% |
$19.9K - $25K
|
1.48K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
175+ 5.45% |
$19.3K - $24.3K
|
3.39K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
174+ 5.05% |
$19.2K - $24.2K
|
3.62K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
174+ 1.82% |
$19.2K - $24.2K
|
9.73K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173New |
$19.1K - $24K
|
173
$22.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
172+ 5.94% |
$19K - $23.9K
|
3.07K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
168+ 2.61% |
$18.5K - $23.3K
|
6.6K
$874K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
168New |
$18.5K - $23.3K
|
168
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
167+ 1.4% |
$18.4K - $23.2K
|
12.1K
$1.6M
|