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 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.74K+ 137.58% |
$303K - $381K
|
4.74K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.73KNew |
$301K - $379K
|
2.73K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.7K+ 24.15% |
$298K - $375K
|
13.9K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.69K+ 14.39% |
$296K - $373K
|
21.3K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.68K+ 84.31% |
$295K - $372K
|
5.85K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.66K+ 3.25% |
$294K - $370K
|
84.7K
$11M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.65K+ 27.14% |
$292K - $368K
|
12.4K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.63KNew |
$290K - $365K
|
2.63K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.6K+ 8.04% |
$287K - $361K
|
35K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.6KNew |
$287K - $361K
|
2.6K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.56KNew |
$282K - $356K
|
2.56K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.52K+ 30.25% |
$278K - $350K
|
10.9K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.48K+ 19.44% |
$274K - $345K
|
15.3K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.48K+ 2.89% |
$273K - $344K
|
88.1K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.45KNew |
$270K - $340K
|
2.45K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
2.43K+ 3.31% |
$268K - $337K
|
75.8K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
2.39KNew |
$264K - $332K
|
2.39K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.35K+ 9.74% |
$259K - $326K
|
26.5K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.33K+ 1.88% |
$257K - $323K
|
126K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 15.81% |
$254K - $320K
|
16.9K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.3K+ 3.39% |
$254K - $320K
|
70.2K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$253K - $319K
|
2.3K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.27KNew |
$251K - $316K
|
2.27K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 7.8% |
$246K - $310K
|
30.8K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 53.81% |
$245K - $308K
|
6.33K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.19KNew |
$242K - $305K
|
2.19K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 41.61% |
$238K - $300K
|
7.34K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.1KNew |
$232K - $291K
|
2.1K
$272K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.06K+ 110.9% |
$227K - $286K
|
3.91K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.04KNew |
$225K - $283K
|
2.04K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.04K+ 58.78% |
$225K - $283K
|
5.51K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.02KNew |
$223K - $281K
|
2.02K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.02K+ 3.52% |
$223K - $280K
|
59.4K
$7.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.02K+ 28.93% |
$222K - $280K
|
8.98K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$221K - $278K
|
2K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.99K+ 2.07% |
$220K - $277K
|
98.4K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.98KNew |
$218K - $275K
|
1.98K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 5.66% |
$218K - $274K
|
36.9K
$4.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.97K+ 27.96% |
$217K - $273K
|
9.01K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.96KNew |
$216K - $272K
|
1.96K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.92KNew |
$212K - $267K
|
1.92K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.91KNew |
$211K - $265K
|
1.91K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.88K+ 5.78% |
$208K - $261K
|
34.4K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 20.95% |
$207K - $260K
|
10.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.87KNew |
$206K - $259K
|
1.87K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.86K+ 6.95% |
$205K - $258K
|
28.6K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.85K+ 7.93% |
$204K - $257K
|
25.2K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.84KNew |
$203K - $256K
|
1.84K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.83K+ 64.71% |
$202K - $254K
|
4.65K
$603K
|