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 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.56K+ 14.91% |
$172K - $217K
|
12K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.55K+ 16.78% |
$171K - $215K
|
10.8K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.48K+ 15.25% |
$163K - $205K
|
11.2K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.46K+ 56.42% |
$162K - $203K
|
4.06K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.34KNew |
$148K - $186K
|
1.34K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.34K+ 1.13% |
$148K - $186K
|
120K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32K+ 1.07% |
$146K - $183K
|
125K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 2.03% |
$138K - $174K
|
63.2K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 5.81% |
$136K - $171K
|
22.5K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 25.55% |
$135K - $170K
|
6.03K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 41.27% |
$134K - $168K
|
4.15K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$121K - $153K
|
1.1K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.06K+ 3.12% |
$117K - $147K
|
34.9K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.03K+ 5.59% |
$114K - $143K
|
19.4K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.03K+ 1.57% |
$113K - $143K
|
66.5K
$8.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
987New |
$109K - $137K
|
987
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
980+ 7.44% |
$108K - $136K
|
14.2K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
979+ 51.12% |
$108K - $136K
|
2.89K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
866+ 2.74% |
$95.6K - $120K
|
32.5K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
855+ 6.21% |
$94.3K - $119K
|
14.6K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
855+ 1.7% |
$94.3K - $119K
|
51.1K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
851+ 1.18% |
$93.9K - $118K
|
72.7K
$8.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
847+ 14.1% |
$93.5K - $118K
|
6.86K
$847K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
825+ 12.71% |
$91K - $115K
|
7.32K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
787New |
$86.8K - $109K
|
787
$97.3K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
784+ 4.96% |
$86.5K - $109K
|
16.6K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
772+ 0.36% |
$85.2K - $107K
|
217K
$26.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
765+ 17.23% |
$84.4K - $106K
|
5.2K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
763+ 5.25% |
$84.2K - $106K
|
15.3K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
721+ 18.12% |
$79.6K - $100K
|
4.7K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
720+ 1.67% |
$79.5K - $100K
|
43.7K
$5.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
700New |
$77.2K - $97.3K
|
700
$86.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
695+ 1.52% |
$76.7K - $96.6K
|
46.3K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 10.86% |
$75.7K - $95.3K
|
7K
$865K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
682+ 0.83% |
$75.3K - $94.8K
|
82.4K
$10.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
678+ 31.77% |
$74.8K - $94.2K
|
2.81K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
678+ 46.53% |
$74.8K - $94.2K
|
2.14K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
675New |
$74.5K - $93.8K
|
675
$83.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
664+ 2.06% |
$73.3K - $92.2K
|
32.9K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
648+ 682.11% |
$71.5K - $90K
|
743
$91.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
645+ 4.53% |
$71.2K - $89.6K
|
14.9K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
637+ 11.03% |
$70.3K - $88.5K
|
6.41K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
623+ 9.24% |
$68.7K - $86.6K
|
7.36K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
621+ 40.72% |
$68.5K - $86.3K
|
2.15K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
612+ 3.19% |
$67.5K - $85K
|
19.8K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
604New |
$66.7K - $83.9K
|
604
$74.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
592+ 7.36% |
$65.3K - $82.2K
|
8.63K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
589+ 7.06% |
$65K - $81.8K
|
8.94K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
575New |
$63.5K - $79.9K
|
575
$71.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
573+ 17.66% |
$63.2K - $79.6K
|
3.82K
$472K
|