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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 6.21% |
$156K - $196K
|
21.4K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.45K- 62.18% |
$160K - $201K
|
880
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.5K- 0.62% |
$166K - $208K
|
240K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.5K- 1.42% |
$166K - $209K
|
105K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 20.21% |
$168K - $211K
|
6K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.56K- 6.4% |
$172K - $216K
|
22.7K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.56K- 7.06% |
$172K - $217K
|
20.6K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.58K- 50.29% |
$174K - $220K
|
1.56K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 6.28% |
$177K - $223K
|
23.9K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.62K- 8.04% |
$179K - $225K
|
18.5K
$2.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 26.56% |
$182K - $229K
|
4.55K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.65K- 34.58% |
$182K - $229K
|
3.12K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.65K- 27.99% |
$182K - $229K
|
4.25K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 24.9% |
$182K - $230K
|
4.98K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 1.37% |
$183K - $231K
|
120K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.68K- 0.18% |
$185K - $233K
|
944K
$120M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 4.52% |
$186K - $235K
|
35.7K
$4.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-1.72K- 1.01% |
$190K - $239K
|
168K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.74K- 15.24% |
$192K - $242K
|
9.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.79K- 31.35% |
$197K - $248K
|
3.92K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.79K- 7.48% |
$198K - $249K
|
22.2K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.8K- 8.61% |
$198K - $250K
|
19.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.82K- 5.2% |
$201K - $253K
|
33.1K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.84K- 14.83% |
$203K - $255K
|
10.5K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 11.68% |
$203K - $256K
|
13.9K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 28.57% |
$205K - $258K
|
4.64K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.9K- 31.18% |
$209K - $264K
|
4.19K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.67% |
$210K - $264K
|
112K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.92K- 47.76% |
$211K - $266K
|
2.1K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.97K- 26.86% |
$217K - $274K
|
5.37K
$684K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2K- 23.3% |
$221K - $278K
|
6.59K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.04K- 23.44% |
$225K - $283K
|
6.66K
$848K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.07K- 4.01% |
$228K - $287K
|
49.5K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 6.73% |
$229K - $288K
|
28.8K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.1K- 5.21% |
$232K - $291K
|
38.2K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 0.42% |
$236K - $297K
|
511K
$65.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.22K- 9.15% |
$245K - $309K
|
22K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.23K- 14.15% |
$246K - $310K
|
13.5K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.27K- 26.74% |
$250K - $315K
|
6.22K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.3K- 4.36% |
$254K - $320K
|
50.5K
$6.43M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.34K- 11.51% |
$258K - $325K
|
18K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.37K- 12.51% |
$261K - $329K
|
16.5K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.4K- 34.48% |
$265K - $333K
|
4.56K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 6.33% |
$275K - $347K
|
36.9K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 2.77% |
$281K - $353K
|
89.3K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.55K- 12.19% |
$281K - $354K
|
18.3K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.56K- 0.89% |
$283K - $356K
|
287K
$36.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.67K- 8.08% |
$294K - $371K
|
30.4K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 34.44% |
$299K - $376K
|
5.16K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 2.95% |
$300K - $378K
|
89.4K
$11.4M
|