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 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
63+ 0.17% |
$6.95K - $8.75K
|
36.6K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$6.84K - $8.61K
|
62
$8.04K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 0.63% |
$6.62K - $8.34K
|
9.66K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
57+ 1.97% |
$6.29K - $7.92K
|
2.95K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
57+ 0.22% |
$6.29K - $7.92K
|
26.2K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
51New |
$5.63K - $7.09K
|
51
$6.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 0.24% |
$5.52K - $6.95K
|
20.7K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$5.52K - $6.95K
|
50
$6.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$5.41K - $6.81K
|
49
$6.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.53% |
$5.3K - $6.67K
|
9.14K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$5.19K - $6.53K
|
47
$6.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 0.8% |
$5.19K - $6.53K
|
5.9K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.09% |
$5.08K - $6.39K
|
4.26K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
41+ 4.25% |
$4.52K - $5.7K
|
1.01K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39+ 26.0% |
$4.3K - $5.42K
|
189
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
39+ 1.65% |
$4.3K - $5.42K
|
2.41K
$312K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 16.67% |
$4.19K - $5.28K
|
266
$34.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 0.53% |
$4.19K - $5.28K
|
7.22K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38New |
$4.19K - $5.28K
|
38
$4.93K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
37+ 1.15% |
$4.08K - $5.14K
|
3.26K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.86K - $4.86K
|
35
$4.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 0.09% |
$3.75K - $4.72K
|
38.2K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
33+ 1.19% |
$3.64K - $4.58K
|
2.81K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
33+ 0.38% |
$3.64K - $4.58K
|
8.72K
$1.13M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32+ 0.57% |
$3.53K - $4.45K
|
5.68K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30+ 0.88% |
$3.31K - $4.17K
|
3.43K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.26% |
$3.31K - $4.17K
|
11.4K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29+ 0.89% |
$3.2K - $4.03K
|
3.28K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 1.24% |
$3.2K - $4.03K
|
2.37K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 2.4% |
$3.09K - $3.89K
|
1.19K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
26+ 0.27% |
$2.87K - $3.61K
|
9.68K
$1.26M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
25+ 1.15% |
$2.76K - $3.47K
|
2.2K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.76K - $3.47K
|
25
$3.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24+ 0.72% |
$2.65K - $3.33K
|
3.35K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
24+ 0.62% |
$2.65K - $3.33K
|
3.87K
$502K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 0.28% |
$2.54K - $3.2K
|
8.37K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$2.98K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$2.98K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
22+ 0.62% |
$2.43K - $3.06K
|
3.59K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 0.8% |
$2.43K - $3.06K
|
2.77K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.38% |
$2.32K - $2.92K
|
5.55K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.32K - $2.92K
|
2.59K
$336K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 10.05% |
$2.21K - $2.78K
|
219
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.87% |
$2.21K - $2.78K
|
2.31K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
20+ 5.22% |
$2.21K - $2.78K
|
403
$52.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$498K
|