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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-957- 3.13% |
$106K - $133K
|
29.6K
$3.86M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-971- 26.53% |
$107K - $135K
|
2.69K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-990- 22.18% |
$109K - $138K
|
3.47K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-992- 25.61% |
$109K - $138K
|
2.88K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 36.37% |
$111K - $140K
|
1.76K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.01K- 3.97% |
$112K - $141K
|
24.5K
$3.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 25.68% |
$112K - $141K
|
2.94K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.05K- 18.29% |
$116K - $146K
|
4.69K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.08K- 16.78% |
$120K - $151K
|
5.38K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 3.03% |
$125K - $158K
|
36.4K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$126K - $158K
|
41.5K
$5.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.14K- 43.63% |
$126K - $159K
|
1.48K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.15K- 31.08% |
$127K - $160K
|
2.55K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 9.19% |
$128K - $161K
|
11.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.72% |
$128K - $161K
|
66.3K
$8.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.17K- 2.99% |
$129K - $163K
|
38K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.2K- 0.53% |
$132K - $166K
|
225K
$29.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 4.36% |
$132K - $166K
|
26.2K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.21K- 8.17% |
$133K - $168K
|
13.6K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.23K- 2.85% |
$136K - $171K
|
42K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.24K- 21.91% |
$137K - $173K
|
4.43K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.27K- 0.8% |
$140K - $177K
|
157K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.28K- 2.44% |
$142K - $178K
|
51.3K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.32% |
$142K - $179K
|
3.8K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.3K- 0.71% |
$143K - $181K
|
182K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.31K- 2.99% |
$144K - $182K
|
42.5K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 3.64% |
$145K - $182K
|
34.8K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.37K- 24.7% |
$151K - $190K
|
4.17K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 5.93% |
$154K - $195K
|
22.2K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.4K- 4.29% |
$155K - $195K
|
31.2K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-1.41K- 25.12% |
$155K - $196K
|
4.2K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 6.21% |
$156K - $196K
|
21.4K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.45K- 62.18% |
$160K - $201K
|
880
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.5K- 0.62% |
$166K - $208K
|
240K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.5K- 1.42% |
$166K - $209K
|
105K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 20.21% |
$168K - $211K
|
6K
$783K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.56K- 6.4% |
$172K - $216K
|
22.7K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.56K- 7.06% |
$172K - $217K
|
20.6K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.58K- 50.29% |
$174K - $220K
|
1.56K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 6.28% |
$177K - $223K
|
23.9K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.62K- 8.04% |
$179K - $225K
|
18.5K
$2.42M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 26.56% |
$182K - $229K
|
4.55K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.65K- 34.58% |
$182K - $229K
|
3.12K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.65K- 27.99% |
$182K - $229K
|
4.25K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 24.9% |
$182K - $230K
|
4.98K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 1.37% |
$183K - $231K
|
120K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.68K- 0.18% |
$185K - $233K
|
944K
$123M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.68K- 42.32% |
$185K - $233K
|
2.29K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 4.52% |
$186K - $235K
|
35.7K
$4.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-1.72K- 1.01% |
$190K - $239K
|
168K
$22M
|