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
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
33+ 0.38% |
$3.64K - $4.58K
|
8.72K
$1.14M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32+ 0.57% |
$3.53K - $4.45K
|
5.68K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30+ 0.88% |
$3.31K - $4.17K
|
3.43K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.26% |
$3.31K - $4.17K
|
11.4K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29+ 0.89% |
$3.2K - $4.03K
|
3.28K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 1.24% |
$3.2K - $4.03K
|
2.37K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 2.4% |
$3.09K - $3.89K
|
1.19K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26New |
$2.87K - $3.61K
|
26
$3.39K
|
|
|
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
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.76K - $3.47K
|
25
$3.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24+ 0.72% |
$2.65K - $3.33K
|
3.35K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
24+ 0.62% |
$2.65K - $3.33K
|
3.87K
$505K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 0.28% |
$2.54K - $3.2K
|
8.37K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23New |
$2.54K - $3.2K
|
23
$3K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
22+ 0.62% |
$2.43K - $3.06K
|
3.59K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 0.8% |
$2.43K - $3.06K
|
2.77K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.38% |
$2.32K - $2.92K
|
5.55K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
21+ 0.82% |
$2.32K - $2.92K
|
2.59K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 10.05% |
$2.21K - $2.78K
|
219
$28.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.87% |
$2.21K - $2.78K
|
2.31K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
20+ 5.22% |
$2.21K - $2.78K
|
403
$52.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.52% |
$2.21K - $2.78K
|
3.84K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 3.82% |
$2.21K - $2.78K
|
543
$70.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
20New |
$2.21K - $2.78K
|
20
$2.61K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
20+ 0.33% |
$2.21K - $2.78K
|
6.12K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
19+ 0.39% |
$2.1K - $2.64K
|
4.84K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 0.13% |
$2.1K - $2.64K
|
15.2K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 0.04% |
$2.1K - $2.64K
|
48.8K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 3.84% |
$2.1K - $2.64K
|
514
$67.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
19+ 0.17% |
$2.1K - $2.64K
|
11.2K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
18+ 0.54% |
$1.99K - $2.5K
|
3.37K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.46% |
$1.99K - $2.5K
|
3.97K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.94% |
$1.88K - $2.36K
|
1.82K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 20.0% |
$1.88K - $2.36K
|
102
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 4.79% |
$1.88K - $2.36K
|
372
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17+ 17.0% |
$1.88K - $2.36K
|
117
$15.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.67% |
$1.88K - $2.36K
|
2.54K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
17+ 0.18% |
$1.88K - $2.36K
|
9.42K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
17+ 0.8% |
$1.88K - $2.36K
|
2.13K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
16+ 0.99% |
$1.77K - $2.22K
|
1.63K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16New |
$1.77K - $2.22K
|
16
$2.09K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.7% |
$1.66K - $2.08K
|
2.17K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.63% |
$1.66K - $2.08K
|
2.38K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.53% |
$1.66K - $2.08K
|
2.85K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 4.69% |
$1.66K - $2.08K
|
335
$43.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
14+ 0.17% |
$1.54K - $1.95K
|
8.32K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14+ 0.51% |
$1.54K - $1.95K
|
2.78K
$362K
|