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
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-110- 5.16% |
$12.1K - $15.3K
|
2.02K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-111- 0.42% |
$12.2K - $15.4K
|
26.6K
$3.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-112- 0.95% |
$12.4K - $15.6K
|
11.7K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-113- 4.04% |
$12.5K - $15.7K
|
2.68K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-121- 1.21% |
$13.4K - $16.8K
|
9.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-121- 2.45% |
$13.4K - $16.8K
|
4.83K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-122- 0.61% |
$13.5K - $16.9K
|
19.7K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-123- 7.03% |
$13.6K - $17.1K
|
1.63K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-124- 3.09% |
$13.7K - $17.2K
|
3.89K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-124- 3.62% |
$13.7K - $17.2K
|
3.3K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-125- 3.23% |
$13.8K - $17.4K
|
3.74K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-127- 1.74% |
$14K - $17.6K
|
7.15K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-128- 5.62% |
$14.1K - $17.8K
|
2.15K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-130- 5.04% |
$14.3K - $18.1K
|
2.45K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 11.08% |
$15.1K - $19K
|
1.1K
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-140- 4.53% |
$15.4K - $19.5K
|
2.95K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-140- 3.42% |
$15.4K - $19.5K
|
3.96K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-142- 1.54% |
$15.7K - $19.7K
|
9.07K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-142- 1.92% |
$15.7K - $19.7K
|
7.24K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 3.68% |
$15.8K - $19.9K
|
3.74K
$485K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-144- 0.95% |
$15.9K - $20K
|
15K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-145- 0.99% |
$16K - $20.1K
|
14.6K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 37.34% |
$16.1K - $20.3K
|
245
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-147- 4.17% |
$16.2K - $20.4K
|
3.38K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-147- 4.55% |
$16.2K - $20.4K
|
3.08K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-148- 5.49% |
$16.3K - $20.6K
|
2.55K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-150- 33.33% |
$16.6K - $20.8K
|
300
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 2.44% |
$16.6K - $20.8K
|
6.01K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 3.47% |
$16.8K - $21.1K
|
4.23K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-153- 4.2% |
$16.9K - $21.3K
|
3.49K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-154- 1.16% |
$17K - $21.4K
|
13.1K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-155- 2.24% |
$17.1K - $21.5K
|
6.76K
$877K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-155- 3.38% |
$17.1K - $21.5K
|
4.43K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 7.02% |
$17.5K - $22.1K
|
2.11K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-162- 1.08% |
$17.9K - $22.5K
|
14.8K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-162- 1.05% |
$17.9K - $22.5K
|
15.2K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$640K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-168- 39.62% |
$18.5K - $23.3K
|
256
$33.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 6.52% |
$19.1K - $24K
|
2.48K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-183- 2.86% |
$20.2K - $25.4K
|
6.21K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-184- 0.34% |
$20.3K - $25.6K
|
54.5K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-191- 1.04% |
$21.1K - $26.5K
|
18.1K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-198- 9.27% |
$21.8K - $27.5K
|
1.94K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.97% |
$22.1K - $27.8K
|
3.15K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$22.1K - $27.8K
|
2.46K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 35.84% |
$22.1K - $27.8K
|
358
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-205- 4.72% |
$22.6K - $28.5K
|
4.14K
$537K
|