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 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 13.64% |
$66.2K - $83.4K
|
3.8K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-603- 34.42% |
$66.5K - $83.8K
|
1.15K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-605- 11.9% |
$66.8K - $84.1K
|
4.48K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-613- 10.62% |
$67.6K - $85.2K
|
5.16K
$673K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-626- 5.79% |
$69.1K - $87K
|
10.2K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-630- 2.05% |
$69.5K - $87.5K
|
30.1K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-637- 2.14% |
$70.3K - $88.5K
|
29.2K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-641- 19.88% |
$70.7K - $89.1K
|
2.58K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-645- 14.46% |
$71.2K - $89.6K
|
3.82K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-654- 8.84% |
$72.2K - $90.9K
|
6.74K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-661- 84.1% |
$72.9K - $91.8K
|
125
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-661- 12.83% |
$72.9K - $91.8K
|
4.49K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-661- 3.55% |
$72.9K - $91.8K
|
18K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-677- 27.08% |
$74.7K - $94.1K
|
1.82K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-678- 11.69% |
$74.8K - $94.2K
|
5.12K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-678- 6.1% |
$74.8K - $94.2K
|
10.4K
$1.36M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-679- 18.55% |
$74.9K - $94.3K
|
2.98K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-699- 14.71% |
$77.1K - $97.1K
|
4.05K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-702- 21.23% |
$77.5K - $97.5K
|
2.61K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-708- 19.42% |
$78.1K - $98.4K
|
2.94K
$383K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-709- 34.67% |
$78.2K - $98.5K
|
1.34K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-721- 0.69% |
$79.6K - $100K
|
103K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-725- 11.93% |
$80K - $101K
|
5.35K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-725- 22.96% |
$80K - $101K
|
2.43K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-738- 7.06% |
$81.4K - $103K
|
9.71K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-745- 15.76% |
$82.2K - $104K
|
3.98K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-760- 3.39% |
$83.9K - $106K
|
21.7K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-765- 1.17% |
$84.4K - $106K
|
64.5K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-781- 8.46% |
$86.2K - $109K
|
8.45K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-796- 1.66% |
$87.8K - $111K
|
47.2K
$6.16M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.86% |
$88.3K - $111K
|
19.9K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.16% |
$88.3K - $111K
|
68.4K
$8.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-806- 5.83% |
$88.9K - $112K
|
13K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-812- 12.28% |
$89.6K - $113K
|
5.8K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-815- 28.45% |
$89.9K - $113K
|
2.05K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-816- 4.01% |
$90K - $113K
|
19.6K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-836- 12.09% |
$92.3K - $116K
|
6.08K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-847- 18.18% |
$93.5K - $118K
|
3.81K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-855- 3.25% |
$94.3K - $119K
|
25.5K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-863- 2.19% |
$95.2K - $120K
|
38.6K
$5.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-883- 1.43% |
$97.4K - $123K
|
60.9K
$7.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-896- 20.0% |
$98.9K - $124K
|
3.59K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-905- 8.67% |
$99.9K - $126K
|
9.54K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-908- 14.58% |
$100K - $126K
|
5.32K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-919- 4.4% |
$101K - $128K
|
20K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 14.85% |
$104K - $131K
|
5.39K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-950- 3.54% |
$105K - $132K
|
25.8K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-954- 4.12% |
$105K - $133K
|
22.2K
$2.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-955- 20.95% |
$105K - $133K
|
3.6K
$470K
|