Purchases and Sales Made in Q1 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
31.6KNew |
$4.03M - $5.16M
|
31.6K
$3.86M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
31.2KNew |
$3.98M - $5.09M
|
31.2K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
31.1KNew |
$3.97M - $5.08M
|
31.1K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.7K+ 5.77% |
$3.92M - $5.02M
|
563K
$68.8M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
29.2KNew |
$3.73M - $4.77M
|
29.2K
$3.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
28.7KNew |
$3.67M - $4.7M
|
28.7K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.5K+ 1.45% |
$3.64M - $4.65M
|
2M
$244M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
28.2K+ 640.91% |
$3.6M - $4.61M
|
32.6K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
27.7KNew |
$3.54M - $4.53M
|
27.7K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.4K+ 56.4% |
$3.37M - $4.32M
|
73.3K
$8.95M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.1K+ 74.36% |
$3.33M - $4.26M
|
61.1K
$7.46M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
25KNew |
$3.19M - $4.08M
|
25K
$3.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
24.1K+ 311.0% |
$3.08M - $3.94M
|
31.9K
$3.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
23.3KNew |
$2.97M - $3.8M
|
23.3K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.5K+ 46.26% |
$2.87M - $3.67M
|
71.1K
$8.68M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$2.83M - $3.62M
|
22.2K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
22KNew |
$2.81M - $3.6M
|
22K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
20.6KNew |
$2.62M - $3.36M
|
20.6K
$2.51M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 54.38% |
$2.61M - $3.34M
|
58K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
20.4KNew |
$2.6M - $3.33M
|
20.4K
$2.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18K+ 17.38% |
$2.3M - $2.94M
|
122K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 2.32% |
$2.2M - $2.82M
|
762K
$93.1M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.6K+ 79.37% |
$2.12M - $2.71M
|
37.5K
$4.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
16.4K+ 220.52% |
$2.1M - $2.68M
|
23.9K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2K+ 317.35% |
$2.06M - $2.64M
|
21.2K
$2.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.1KNew |
$2.06M - $2.63M
|
16.1K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.6K+ 5.61% |
$1.99M - $2.54M
|
293K
$35.8M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
15.5K+ 69.82% |
$1.98M - $2.54M
|
37.8K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
15.3KNew |
$1.96M - $2.5M
|
15.3K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.3KNew |
$1.95M - $2.49M
|
15.3K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.2K+ 12.77% |
$1.93M - $2.47M
|
134K
$16.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.4K+ 314.88% |
$1.84M - $2.35M
|
19K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.8K+ 42.85% |
$1.76M - $2.25M
|
45.9K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.5K+ 92.69% |
$1.73M - $2.21M
|
28.2K
$3.44M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13.2KNew |
$1.68M - $2.15M
|
13.2K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
13K+ 317.53% |
$1.66M - $2.12M
|
17.1K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.3K+ 4.17% |
$1.57M - $2.01M
|
307K
$37.5M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 6.08% |
$1.52M - $1.95M
|
208K
$25.4M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.9KNew |
$1.52M - $1.95M
|
11.9K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 2.14% |
$1.52M - $1.94M
|
570K
$69.6M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 26.96% |
$1.47M - $1.88M
|
54.3K
$6.63M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 50.74% |
$1.46M - $1.86M
|
33.9K
$4.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.2K+ 378.26% |
$1.43M - $1.83M
|
14.2K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 673.66% |
$1.39M - $1.78M
|
12.5K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
10.8K+ 18.68% |
$1.39M - $1.77M
|
68.9K
$8.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
10.7K+ 95.36% |
$1.37M - $1.75M
|
22K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.6K+ 33.69% |
$1.36M - $1.74M
|
42.2K
$5.15M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.4K+ 1.3% |
$1.33M - $1.7M
|
812K
$99.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 16.58% |
$1.31M - $1.67M
|
71.9K
$8.78M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.95K+ 22.49% |
$1.27M - $1.63M
|
54.2K
$6.62M
|