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
|
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
$864K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
682+ 0.83% |
$75.3K - $94.8K
|
82.4K
$10.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
679New |
$74.9K - $94.3K
|
679
$83.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
678+ 31.77% |
$74.8K - $94.2K
|
2.81K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
678+ 46.53% |
$74.8K - $94.2K
|
2.14K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
677+ 11.72% |
$74.7K - $94.1K
|
6.45K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
675New |
$74.5K - $93.8K
|
675
$83.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
669+ 26.19% |
$73.8K - $92.9K
|
3.22K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
664+ 2.06% |
$73.3K - $92.2K
|
32.9K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
655+ 6.31% |
$72.3K - $91K
|
11K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
649+ 21.53% |
$71.6K - $90.2K
|
3.66K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
648+ 682.11% |
$71.5K - $90K
|
743
$91.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
645+ 4.53% |
$71.2K - $89.6K
|
14.9K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
644New |
$71.1K - $89.5K
|
644
$79.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
637+ 11.03% |
$70.3K - $88.5K
|
6.41K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
636+ 37.72% |
$70.2K - $88.4K
|
2.32K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
629+ 38.33% |
$69.4K - $87.4K
|
2.27K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
627+ 1.69% |
$69.2K - $87.1K
|
37.7K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
623+ 9.24% |
$68.7K - $86.6K
|
7.36K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
621+ 40.72% |
$68.5K - $86.3K
|
2.15K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
619+ 0.41% |
$68.3K - $86K
|
152K
$18.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
613+ 6.13% |
$67.6K - $85.2K
|
10.6K
$1.31M
|
|
|
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
$74.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
603New |
$66.5K - $83.8K
|
603
$74.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 13.24% |
$66.2K - $83.4K
|
5.13K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600New |
$66.2K - $83.4K
|
600
$74.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
600+ 3.6% |
$66.2K - $83.4K
|
17.3K
$2.13M
|
|
|
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
$71K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
575+ 3.1% |
$63.5K - $79.9K
|
19.1K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
573+ 17.66% |
$63.2K - $79.6K
|
3.82K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
572+ 266.05% |
$63.1K - $79.5K
|
787
$97.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
568+ 35.06% |
$62.7K - $78.9K
|
2.19K
$270K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
567+ 0.4% |
$62.6K - $78.8K
|
142K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
561+ 4.9% |
$61.9K - $77.9K
|
12K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
556+ 19.25% |
$61.4K - $77.2K
|
3.44K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
556New |
$61.4K - $77.2K
|
556
$68.7K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
555+ 0.42% |
$61.2K - $77.1K
|
134K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
538+ 6.23% |
$59.4K - $74.7K
|
9.17K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
537+ 14.34% |
$59.3K - $74.6K
|
4.28K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
534+ 1.62% |
$58.9K - $74.2K
|
33.5K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
530+ 4.33% |
$58.5K - $73.6K
|
12.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 5.5% |
$58.2K - $73.2K
|
10.1K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
522+ 16.89% |
$57.6K - $72.5K
|
3.61K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
502+ 8.14% |
$55.4K - $69.7K
|
6.67K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
500New |
$55.2K - $69.5K
|
500
$61.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
492+ 1.98% |
$54.3K - $68.4K
|
25.3K
$3.13M
|