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 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-250- 4.26% |
$27.6K - $34.7K
|
5.61K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-257- 0.37% |
$28.4K - $35.7K
|
68.9K
$8.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 35.98% |
$28.5K - $35.8K
|
459
$59.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-259- 3.13% |
$28.6K - $36K
|
8.03K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-270- 0.2% |
$29.8K - $37.5K
|
134K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-271- 0.2% |
$29.9K - $37.7K
|
136K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-271- 96.79% |
$29.9K - $37.7K
|
9
$1.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-272- 2.07% |
$30K - $37.8K
|
12.9K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-274- 6.36% |
$30.2K - $38.1K
|
4.04K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-275- 3.88% |
$30.3K - $38.2K
|
6.8K
$888K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 2.23% |
$30.6K - $38.5K
|
12.2K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-278- 5.09% |
$30.7K - $38.6K
|
5.19K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-280- 9.28% |
$30.9K - $38.9K
|
2.74K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-287- 5.9% |
$31.7K - $39.9K
|
4.57K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 14.02% |
$31.7K - $39.9K
|
1.76K
$230K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-289- 0.55% |
$31.9K - $40.2K
|
52.7K
$6.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-296- 0.53% |
$32.7K - $41.1K
|
55.5K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-297- 13.24% |
$32.8K - $41.3K
|
1.95K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-297- 0.57% |
$32.8K - $41.3K
|
51.5K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 14.01% |
$33.1K - $41.7K
|
1.84K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-300- 27.45% |
$33.1K - $41.7K
|
793
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-301- 2.84% |
$33.2K - $41.8K
|
10.3K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-313- 1.34% |
$34.5K - $43.5K
|
23K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-321- 8.82% |
$35.4K - $44.6K
|
3.32K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-322- 2.52% |
$35.5K - $44.7K
|
12.5K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-322- 1.33% |
$35.5K - $44.7K
|
23.9K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 7.42% |
$35.6K - $44.9K
|
4.03K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-324- 14.39% |
$35.8K - $45K
|
1.93K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-328- 4.21% |
$36.2K - $45.6K
|
7.45K
$973K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-332- 2.76% |
$36.6K - $46.1K
|
11.7K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-334- 0.7% |
$36.9K - $46.4K
|
47.2K
$6.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-336- 1.88% |
$37.1K - $46.7K
|
17.5K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-338- 14.43% |
$37.3K - $47K
|
2.01K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-339- 59.58% |
$37.4K - $47.1K
|
230
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-342- 41.45% |
$37.7K - $47.5K
|
483
$63K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-342- 14.55% |
$37.7K - $47.5K
|
2.01K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-343- 2.42% |
$37.9K - $47.7K
|
13.8K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 2.37% |
$38K - $47.8K
|
14.2K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-347- 6.83% |
$38.3K - $48.2K
|
4.73K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-349- 1.1% |
$38.5K - $48.5K
|
31.3K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-349- 11.53% |
$38.5K - $48.5K
|
2.68K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 6.54% |
$38.6K - $48.6K
|
5K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 41.18% |
$38.6K - $48.6K
|
500
$65.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-350- 1.27% |
$38.6K - $48.6K
|
27.2K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.98% |
$38.6K - $48.6K
|
35.4K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-350- 10.35% |
$38.6K - $48.6K
|
3.03K
$396K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-353- 14.75% |
$39K - $49K
|
2.04K
$266K
|