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 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-354- 5.01% |
$39.1K - $49.2K
|
6.71K
$875K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-363- 11.19% |
$40.1K - $50.4K
|
2.88K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-370- 4.41% |
$40.8K - $51.4K
|
8.03K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-373- 9.36% |
$41.2K - $51.8K
|
3.61K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-380- 5.19% |
$41.9K - $52.8K
|
6.94K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-387- 1.15% |
$42.7K - $53.8K
|
33.2K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-396- 1.36% |
$43.7K - $55K
|
28.8K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 9.13% |
$44.1K - $55.6K
|
3.98K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-401- 4.39% |
$44.3K - $55.7K
|
8.74K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-414- 3.35% |
$45.7K - $57.5K
|
12K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-415- 0.7% |
$45.8K - $57.7K
|
58.6K
$7.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-419- 1.13% |
$46.2K - $58.2K
|
36.6K
$4.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-420- 17.04% |
$46.3K - $58.4K
|
2.05K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-422- 7.55% |
$46.6K - $58.6K
|
5.17K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-423- 15.11% |
$46.7K - $58.8K
|
2.38K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-427- 15.72% |
$47.1K - $59.3K
|
2.29K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-436- 0.17% |
$48.1K - $60.6K
|
255K
$33.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-438- 9.36% |
$48.3K - $60.9K
|
4.24K
$553K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-439- 12.57% |
$48.4K - $61K
|
3.05K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-439- 6.36% |
$48.4K - $61K
|
6.47K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-443- 11.55% |
$48.9K - $61.5K
|
3.39K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 5.19% |
$49.7K - $62.5K
|
8.22K
$1.07M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-453- 2.59% |
$50K - $62.9K
|
17K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-454- 7.55% |
$50.1K - $63.1K
|
5.56K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-458- 10.96% |
$50.5K - $63.6K
|
3.72K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-459- 70.94% |
$50.7K - $63.8K
|
188
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 5.29% |
$52.2K - $65.7K
|
8.47K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 14.18% |
$52.2K - $65.7K
|
2.86K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-474Closed |
$52.3K - $65.9K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-489- 17.09% |
$54K - $67.9K
|
2.37K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-489- 8.92% |
$54K - $67.9K
|
4.99K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-490- 8.18% |
$54.1K - $68.1K
|
5.5K
$718K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 4.88% |
$55.2K - $69.5K
|
9.74K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 1.47% |
$55.2K - $69.5K
|
33.5K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-504- 3.95% |
$55.6K - $70K
|
12.3K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 7.3% |
$55.7K - $70.2K
|
6.41K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-540- 1.03% |
$59.6K - $75K
|
51.7K
$6.74M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-541- 1.47% |
$59.7K - $75.2K
|
36.3K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-548- 45.74% |
$60.5K - $76.1K
|
650
$84.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-554- 9.79% |
$61.1K - $77K
|
5.1K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-554- 8.0% |
$61.1K - $77K
|
6.37K
$831K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-555- 3.03% |
$61.2K - $77.1K
|
17.8K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-567- 0.87% |
$62.6K - $78.8K
|
64.9K
$8.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-573- 8.31% |
$63.2K - $79.6K
|
6.32K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 4.36% |
$63.7K - $80.2K
|
12.6K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-582- 13.22% |
$64.2K - $80.9K
|
3.82K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 3.47% |
$66.2K - $83.4K
|
16.7K
$2.18M
|