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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 2.78% |
$114K - $144K
|
38.3K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.03K+ 5.59% |
$114K - $143K
|
19.4K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.03K+ 1.57% |
$113K - $143K
|
66.5K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.03K+ 0.98% |
$113K - $142K
|
106K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1KNew |
$110K - $139K
|
1K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
987New |
$109K - $137K
|
987
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
980+ 7.44% |
$108K - $136K
|
14.2K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
980+ 20.77% |
$108K - $136K
|
5.7K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
979+ 51.12% |
$108K - $136K
|
2.89K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
979+ 4.96% |
$108K - $136K
|
20.7K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
959+ 29.52% |
$106K - $133K
|
4.21K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
957+ 106.33% |
$106K - $133K
|
1.86K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
956+ 0.27% |
$105K - $133K
|
349K
$45.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
956+ 41.46% |
$105K - $133K
|
3.26K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
945+ 3.05% |
$104K - $131K
|
31.9K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
922+ 3.24% |
$102K - $128K
|
29.4K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
920+ 17.57% |
$102K - $128K
|
6.16K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
919+ 3.16% |
$101K - $128K
|
30K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
895+ 0.61% |
$98.8K - $124K
|
147K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
893+ 2.29% |
$98.5K - $124K
|
39.9K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
870New |
$96K - $121K
|
870
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
866+ 2.74% |
$95.6K - $120K
|
32.5K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
855+ 6.21% |
$94.3K - $119K
|
14.6K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
855+ 1.7% |
$94.3K - $119K
|
51.1K
$6.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
851+ 1.18% |
$93.9K - $118K
|
72.7K
$9.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
847+ 14.1% |
$93.5K - $118K
|
6.86K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
827+ 2.26% |
$91.3K - $115K
|
37.5K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
825+ 12.71% |
$91K - $115K
|
7.32K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
806+ 1.19% |
$88.9K - $112K
|
68.3K
$8.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
787New |
$86.8K - $109K
|
787
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
784+ 4.96% |
$86.5K - $109K
|
16.6K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
772+ 0.36% |
$85.2K - $107K
|
217K
$28.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
765+ 17.23% |
$84.4K - $106K
|
5.2K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
763+ 5.25% |
$84.2K - $106K
|
15.3K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
755+ 1.83% |
$83.3K - $105K
|
42.1K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
744New |
$82.1K - $103K
|
744
$96.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
736+ 7.12% |
$81.2K - $102K
|
11.1K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
721+ 18.12% |
$79.6K - $100K
|
4.7K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
720+ 1.67% |
$79.5K - $100K
|
43.7K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
700New |
$77.2K - $97.3K
|
700
$90.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
700+ 5.47% |
$77.2K - $97.3K
|
13.5K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
695+ 1.52% |
$76.7K - $96.6K
|
46.3K
$6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 10.86% |
$75.7K - $95.3K
|
7K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
682+ 0.83% |
$75.3K - $94.8K
|
82.4K
$10.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
679New |
$74.9K - $94.3K
|
679
$88.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
678+ 31.77% |
$74.8K - $94.2K
|
2.81K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
678+ 46.53% |
$74.8K - $94.2K
|
2.14K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
677+ 11.72% |
$74.7K - $94.1K
|
6.45K
$837K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
675New |
$74.5K - $93.8K
|
675
$87.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
669+ 26.19% |
$73.8K - $92.9K
|
3.22K
$418K
|