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
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.15K+ 23.4% |
$789K - $993K
|
37.7K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
7.04K+ 46.48% |
$777K - $978K
|
22.2K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.04KNew |
$776K - $978K
|
7.04K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.04K+ 217.97% |
$776K - $978K
|
10.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.84K+ 8.9% |
$755K - $950K
|
83.7K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
6.8K+ 133.11% |
$751K - $945K
|
11.9K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.71K+ 7.51% |
$740K - $932K
|
96.1K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.69KNew |
$738K - $930K
|
6.69K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.68KNew |
$737K - $928K
|
6.68K
$867K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.66K+ 25.54% |
$735K - $926K
|
32.7K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.56KNew |
$724K - $912K
|
6.56K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.53KNew |
$721K - $907K
|
6.53K
$847K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.5K+ 36.96% |
$717K - $903K
|
24.1K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.49K+ 10.43% |
$716K - $902K
|
68.8K
$8.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.47KNew |
$713K - $898K
|
6.47K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.44K+ 36.21% |
$711K - $895K
|
24.2K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.4K+ 237.23% |
$706K - $889K
|
9.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.22K+ 31.31% |
$686K - $864K
|
26.1K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.17K+ 41.71% |
$681K - $857K
|
21K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$673K - $847K
|
6.1K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07K+ 14.17% |
$670K - $843K
|
48.9K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6K+ 342.08% |
$662K - $834K
|
7.75K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 7.7% |
$649K - $817K
|
82.2K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.75K+ 51.94% |
$635K - $799K
|
16.8K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.66KNew |
$624K - $786K
|
5.66K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.64KNew |
$623K - $784K
|
5.64K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.57KNew |
$614K - $774K
|
5.57K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.55KNew |
$613K - $772K
|
5.55K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.51K+ 6.2% |
$608K - $766K
|
94.4K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.4KNew |
$596K - $750K
|
5.4K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.23K+ 14.06% |
$577K - $727K
|
42.4K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.17KNew |
$571K - $719K
|
5.17K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.07K+ 10.62% |
$560K - $705K
|
52.8K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.05KNew |
$558K - $702K
|
5.05K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
5.02KNew |
$554K - $698K
|
5.02K
$651K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.02K+ 118.7% |
$554K - $698K
|
9.25K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5KNew |
$551K - $694K
|
5K
$648K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.88KNew |
$539K - $678K
|
4.88K
$633K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.84K+ 22.69% |
$535K - $673K
|
26.2K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.84KNew |
$534K - $673K
|
4.84K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.71KNew |
$519K - $654K
|
4.71K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.66KNew |
$514K - $647K
|
4.66K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.64K+ 1.49% |
$512K - $644K
|
316K
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
4.62KNew |
$509K - $641K
|
4.62K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 10.64% |
$498K - $627K
|
47K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.46KNew |
$492K - $620K
|
4.46K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$491K - $619K
|
4.45K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.42K+ 26.56% |
$488K - $614K
|
21.1K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.35K+ 49.49% |
$480K - $605K
|
13.1K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.34K+ 0.76% |
$478K - $602K
|
573K
$74.3M
|