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 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.25K+ 41.54% |
$469K - $591K
|
14.5K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$467K - $588K
|
4.23K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.23K+ 4.96% |
$466K - $587K
|
89.5K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.2K+ 100.86% |
$464K - $584K
|
8.37K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.18KNew |
$461K - $581K
|
4.18K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.16K+ 109.1% |
$459K - $578K
|
7.97K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.14K+ 1.89% |
$457K - $575K
|
223K
$29M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.95K+ 12.58% |
$436K - $549K
|
35.4K
$4.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.92K+ 8.82% |
$432K - $544K
|
48.3K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 8.9% |
$431K - $543K
|
47.8K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 11.08% |
$431K - $542K
|
39.1K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$422K - $532K
|
3.83K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.67K+ 63.62% |
$405K - $510K
|
9.45K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.65K+ 25.78% |
$402K - $507K
|
17.8K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.61KNew |
$399K - $502K
|
3.61K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.54K+ 204.68% |
$391K - $492K
|
5.27K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.53K+ 16.62% |
$390K - $491K
|
24.8K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
3.51KNew |
$387K - $488K
|
3.51K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.5K+ 222.57% |
$386K - $486K
|
5.07K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.43K+ 17.68% |
$378K - $476K
|
22.8K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.4KNew |
$375K - $472K
|
3.4K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.34K+ 11.44% |
$369K - $464K
|
32.5K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.34KNew |
$369K - $464K
|
3.34K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.34KNew |
$368K - $464K
|
3.34K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.33KNew |
$367K - $462K
|
3.33K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.31KNew |
$365K - $459K
|
3.31K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.27KNew |
$360K - $454K
|
3.27K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$360K - $453K
|
3.26K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.18K+ 18.73% |
$351K - $442K
|
20.2K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.14KNew |
$346K - $436K
|
3.14K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12K+ 95.82% |
$344K - $433K
|
6.37K
$827K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.09K+ 4.96% |
$341K - $430K
|
65.4K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.08K+ 5.83% |
$340K - $428K
|
56K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.06KNew |
$337K - $425K
|
3.06K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$331K - $417K
|
3K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
3K+ 2.35% |
$331K - $417K
|
131K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.99K+ 19.58% |
$330K - $416K
|
18.3K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.96K+ 19.66% |
$327K - $411K
|
18K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.94KNew |
$324K - $408K
|
2.94K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.87K+ 39.27% |
$317K - $399K
|
10.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.85K+ 11.71% |
$315K - $396K
|
27.2K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.84KNew |
$314K - $395K
|
2.84K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.78KNew |
$307K - $387K
|
2.78K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$306K - $385K
|
2.77K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 14.0% |
$305K - $385K
|
22.5K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.77K+ 9.2% |
$305K - $384K
|
32.8K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.76K+ 11.03% |
$304K - $383K
|
27.7K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.75K+ 4.18% |
$304K - $382K
|
68.6K
$8.89M
|