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
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-145- 0.99% |
$16K - $20.1K
|
14.6K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 37.34% |
$16.1K - $20.3K
|
245
$32K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-147- 4.17% |
$16.2K - $20.4K
|
3.38K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-147- 4.55% |
$16.2K - $20.4K
|
3.08K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-148- 5.49% |
$16.3K - $20.6K
|
2.55K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-150- 33.33% |
$16.6K - $20.8K
|
300
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 2.44% |
$16.6K - $20.8K
|
6.01K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 3.47% |
$16.8K - $21.1K
|
4.23K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-153- 4.2% |
$16.9K - $21.3K
|
3.49K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-154- 1.16% |
$17K - $21.4K
|
13.1K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-155- 2.24% |
$17.1K - $21.5K
|
6.76K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-155- 3.38% |
$17.1K - $21.5K
|
4.43K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$13.5M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-158- 1.9% |
$17.4K - $22K
|
8.17K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 7.02% |
$17.5K - $22.1K
|
2.11K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-162- 1.08% |
$17.9K - $22.5K
|
14.8K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-162- 1.05% |
$17.9K - $22.5K
|
15.2K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$644K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-168- 39.62% |
$18.5K - $23.3K
|
256
$33.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 6.52% |
$19.1K - $24K
|
2.48K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-183- 2.86% |
$20.2K - $25.4K
|
6.21K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-184- 0.34% |
$20.3K - $25.6K
|
54.5K
$7.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-191- 1.04% |
$21.1K - $26.5K
|
18.1K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.1% |
$21.2K - $26.7K
|
17.2K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-198- 9.27% |
$21.8K - $27.5K
|
1.94K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.97% |
$22.1K - $27.8K
|
3.15K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$22.1K - $27.8K
|
2.46K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 35.84% |
$22.1K - $27.8K
|
358
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-205- 4.72% |
$22.6K - $28.5K
|
4.14K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-206- 0.22% |
$22.7K - $28.6K
|
94.2K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-210- 7.75% |
$23.2K - $29.2K
|
2.5K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-211- 0.38% |
$23.3K - $29.3K
|
55.3K
$7.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-218- 1.08% |
$24.1K - $30.3K
|
19.9K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-219- 3.2% |
$24.2K - $30.4K
|
6.62K
$864K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-223- 1.27% |
$24.6K - $31K
|
17.3K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-224- 17.53% |
$24.7K - $31.1K
|
1.05K
$138K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-228- 2.28% |
$25.2K - $31.7K
|
9.79K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-228- 0.61% |
$25.2K - $31.7K
|
37.3K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-229- 4.96% |
$25.3K - $31.8K
|
4.38K
$572K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 5.6% |
$25.5K - $32.1K
|
3.89K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-234- 1.54% |
$25.8K - $32.5K
|
15K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-242- 4.0% |
$26.7K - $33.6K
|
5.81K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-243- 0.62% |
$26.8K - $33.8K
|
38.7K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-243- 6.88% |
$26.8K - $33.8K
|
3.29K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-246- 1.29% |
$27.1K - $34.2K
|
18.9K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-248- 2.69% |
$27.4K - $34.5K
|
8.97K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-249- 2.26% |
$27.5K - $34.6K
|
10.8K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-249- 2.34% |
$27.5K - $34.6K
|
10.4K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$92.4K
|