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 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-80- 1.82% |
$8.83K - $11.1K
|
4.31K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-80- 45.45% |
$8.83K - $11.1K
|
96
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-81- 1.58% |
$8.94K - $11.3K
|
5.04K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-81- 0.81% |
$8.94K - $11.3K
|
9.93K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-86- 0.43% |
$9.49K - $11.9K
|
19.9K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-86- 2.71% |
$9.49K - $11.9K
|
3.08K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-86- 3.64% |
$9.49K - $11.9K
|
2.28K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-87- 1.11% |
$9.6K - $12.1K
|
7.75K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-95- 1.04% |
$10.5K - $13.2K
|
9.03K
$1.18M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-95- 0.51% |
$10.5K - $13.2K
|
18.4K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-96- 11.36% |
$10.6K - $13.3K
|
749
$97.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-99- 6.11% |
$10.9K - $13.8K
|
1.52K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-100- 24.88% |
$11K - $13.9K
|
302
$39.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.57% |
$11K - $13.9K
|
2.7K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 3.57% |
$11K - $13.9K
|
2.7K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-100- 3.18% |
$11K - $13.9K
|
3.05K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 2.53% |
$11K - $13.9K
|
3.85K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 15.24% |
$11K - $13.9K
|
556
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-100- 2.4% |
$11K - $13.9K
|
4.07K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 54.05% |
$11K - $13.9K
|
85
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.58% |
$11K - $13.9K
|
2.09K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-100- 0.36% |
$11K - $13.9K
|
27.9K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-102- 1.02% |
$11.3K - $14.2K
|
9.92K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-105- 2.84% |
$11.6K - $14.6K
|
3.59K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-105- 4.52% |
$11.6K - $14.6K
|
2.22K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-106- 3.87% |
$11.7K - $14.7K
|
2.63K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-107- 0.54% |
$11.8K - $14.9K
|
19.8K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-109- 0.72% |
$12K - $15.1K
|
15K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-110- 5.16% |
$12.1K - $15.3K
|
2.02K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-111- 0.42% |
$12.2K - $15.4K
|
26.6K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-112- 0.95% |
$12.4K - $15.6K
|
11.7K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-113- 4.04% |
$12.5K - $15.7K
|
2.68K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-121- 1.21% |
$13.4K - $16.8K
|
9.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-121- 2.45% |
$13.4K - $16.8K
|
4.83K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-122- 0.61% |
$13.5K - $16.9K
|
19.7K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-123- 7.03% |
$13.6K - $17.1K
|
1.63K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-124- 3.09% |
$13.7K - $17.2K
|
3.89K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-124- 3.62% |
$13.7K - $17.2K
|
3.3K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-125- 3.23% |
$13.8K - $17.4K
|
3.74K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-127- 1.74% |
$14K - $17.6K
|
7.15K
$934K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-128- 5.62% |
$14.1K - $17.8K
|
2.15K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-130- 5.04% |
$14.3K - $18.1K
|
2.45K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 11.08% |
$15.1K - $19K
|
1.1K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-140- 4.53% |
$15.4K - $19.5K
|
2.95K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-140- 3.42% |
$15.4K - $19.5K
|
3.96K
$516K
|
|
|
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
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 3.68% |
$15.8K - $19.9K
|
3.74K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-144- 0.95% |
$15.9K - $20K
|
15K
$1.96M
|