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 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17+ 17.0% |
$1.88K - $2.36K
|
117
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.67% |
$1.88K - $2.36K
|
2.54K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
17+ 0.18% |
$1.88K - $2.36K
|
9.42K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
17+ 0.8% |
$1.88K - $2.36K
|
2.13K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
16+ 0.99% |
$1.77K - $2.22K
|
1.63K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16New |
$1.77K - $2.22K
|
16
$2.12K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.7% |
$1.66K - $2.08K
|
2.17K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.63% |
$1.66K - $2.08K
|
2.38K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.53% |
$1.66K - $2.08K
|
2.85K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 4.69% |
$1.66K - $2.08K
|
335
$44.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
14+ 0.17% |
$1.54K - $1.95K
|
8.32K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14+ 0.51% |
$1.54K - $1.95K
|
2.78K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
14New |
$1.54K - $1.95K
|
14
$1.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 0.87% |
$1.43K - $1.81K
|
1.5K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 6.88% |
$1.43K - $1.81K
|
202
$26.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.32K - $1.67K
|
1.76K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
12+ 0.5% |
$1.32K - $1.67K
|
2.43K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12+ 0.28% |
$1.32K - $1.67K
|
4.23K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10+ 0.48% |
$1.1K - $1.39K
|
2.08K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.8% |
$1.1K - $1.39K
|
1.26K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.21% |
$993 - $1.25K
|
4.38K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
9+ 0.09% |
$993 - $1.25K
|
9.86K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.45% |
$993 - $1.25K
|
2.02K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.3% |
$993 - $1.25K
|
3.02K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 1.23% |
$993 - $1.25K
|
743
$98.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9+ 0.54% |
$993 - $1.25K
|
1.68K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9+ 0.33% |
$993 - $1.25K
|
2.74K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
8+ 0.24% |
$883 - $1.11K
|
3.29K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 2.2% |
$883 - $1.11K
|
372
$49.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8+ 0.26% |
$883 - $1.11K
|
3.05K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$883 - $1.11K
|
4.17K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.94% |
$772 - $973
|
753
$99.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.28% |
$772 - $973
|
2.53K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7+ 0.09% |
$772 - $973
|
7.71K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
7+ 0.1% |
$772 - $973
|
6.69K
$886K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
7New |
$772 - $973
|
7
$926
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
6+ 0.03% |
$662 - $834
|
19.1K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.33% |
$662 - $834
|
1.82K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.09% |
$552 - $695
|
5.41K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$552 - $695
|
5
$661
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.57% |
$552 - $695
|
879
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.39% |
$552 - $695
|
1.28K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.28% |
$552 - $695
|
1.77K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.93% |
$552 - $695
|
544
$72K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
5+ 0.16% |
$552 - $695
|
3.2K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.18% |
$552 - $695
|
2.86K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 26.32% |
$552 - $695
|
24
$3.17K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.38% |
$552 - $695
|
1.31K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.08% |
$441 - $556
|
4.83K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$441 - $556
|
3.87K
$512K
|