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 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
1.82KNew |
$201K - $252K
|
1.82K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.81KNew |
$200K - $252K
|
1.81K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8KNew |
$199K - $250K
|
1.8K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.79K+ 3.33% |
$198K - $249K
|
55.7K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.79K+ 211.83% |
$198K - $249K
|
2.64K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.78K+ 35.87% |
$197K - $248K
|
6.75K
$875K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$195K - $245K
|
1.77K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75K+ 111.62% |
$193K - $243K
|
3.31K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.68K+ 15.15% |
$185K - $233K
|
12.7K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65K+ 8.7% |
$182K - $229K
|
20.6K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 27.09% |
$181K - $228K
|
7.69K
$998K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.6K+ 72.73% |
$177K - $222K
|
3.8K
$493K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.57K+ 103.21% |
$174K - $219K
|
3.1K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.57K+ 23.91% |
$173K - $218K
|
8.12K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$172K - $217K
|
1.56K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.56K+ 14.91% |
$172K - $217K
|
12K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.56K+ 7.91% |
$172K - $216K
|
21.2K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.55K+ 4.14% |
$171K - $216K
|
39K
$5.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.55K+ 16.78% |
$171K - $215K
|
10.8K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 0.68% |
$169K - $212K
|
226K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.51K+ 3.33% |
$166K - $209K
|
46.7K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.48K+ 15.25% |
$163K - $205K
|
11.2K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.46K+ 56.42% |
$162K - $203K
|
4.06K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.4K+ 2.92% |
$154K - $195K
|
49.4K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.4K+ 0.35% |
$154K - $195K
|
396K
$51.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.39K+ 6.47% |
$154K - $194K
|
22.9K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 14.39% |
$153K - $193K
|
11K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.35KNew |
$149K - $188K
|
1.35K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.35K+ 3.47% |
$149K - $187K
|
40.2K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.34KNew |
$148K - $186K
|
1.34K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.34K+ 1.13% |
$148K - $186K
|
120K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.33K+ 29.72% |
$147K - $185K
|
5.81K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32K+ 1.07% |
$146K - $183K
|
125K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.31K+ 10.81% |
$145K - $182K
|
13.5K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 0.81% |
$144K - $181K
|
161K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.29K+ 15.79% |
$142K - $179K
|
9.44K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.27K+ 7.75% |
$140K - $177K
|
17.7K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 2.03% |
$138K - $174K
|
63.2K
$8.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.25K+ 17.84% |
$138K - $173K
|
8.24K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 4.37% |
$136K - $172K
|
29.5K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 5.81% |
$136K - $171K
|
22.5K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 25.55% |
$135K - $170K
|
6.03K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 41.27% |
$134K - $168K
|
4.15K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.15K+ 6.13% |
$127K - $160K
|
19.9K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.14K+ 47.49% |
$125K - $158K
|
3.53K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$121K - $153K
|
1.1K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 174.03% |
$119K - $150K
|
1.7K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.06K+ 1.36% |
$117K - $147K
|
79K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.06K+ 3.12% |
$117K - $147K
|
34.9K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.05K+ 2905.56% |
$115K - $145K
|
1.08K
$140K
|