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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.65K+ 0.26% |
$1.23M - $1.58M
|
3.68M
$450M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
9.44KNew |
$1.21M - $1.54M
|
9.44K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.15K+ 129.63% |
$1.17M - $1.49M
|
16.2K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
9.06K+ 426.52% |
$1.16M - $1.48M
|
11.2K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.91K+ 3.15% |
$1.14M - $1.46M
|
292K
$35.6M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8.8K+ 380.87% |
$1.12M - $1.44M
|
11.1K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.62KNew |
$1.1M - $1.41M
|
8.62K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.47K+ 8.37% |
$1.08M - $1.38M
|
110K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.42KNew |
$1.07M - $1.37M
|
8.42K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.2KNew |
$1.05M - $1.34M
|
8.2K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8.17K+ 207.99% |
$1.04M - $1.34M
|
12.1K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.1K+ 4.52% |
$1.03M - $1.32M
|
187K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
8.01K+ 14.82% |
$1.02M - $1.31M
|
62.1K
$7.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.96KNew |
$1.02M - $1.3M
|
7.96K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.94K+ 20.42% |
$1.01M - $1.3M
|
46.8K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.9K+ 477.05% |
$1.01M - $1.29M
|
9.56K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.86K+ 11.32% |
$1M - $1.28M
|
77.2K
$9.44M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.86KNew |
$1M - $1.28M
|
7.86K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.71KNew |
$984K - $1.26M
|
7.71K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.62KNew |
$973K - $1.25M
|
7.62K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.32K+ 10.73% |
$935K - $1.2M
|
75.6K
$9.23M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
7.17KNew |
$915K - $1.17M
|
7.17K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02K+ 105.61% |
$896K - $1.15M
|
13.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.01K+ 5.31% |
$895K - $1.15M
|
139K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 0.87% |
$877K - $1.12M
|
793K
$96.8M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
6.79KNew |
$866K - $1.11M
|
6.79K
$829K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
6.63KNew |
$846K - $1.08M
|
6.63K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.6K+ 139.02% |
$842K - $1.08M
|
11.3K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6.58K+ 175.37% |
$840K - $1.07M
|
10.3K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.2K+ 25.97% |
$792K - $1.01M
|
30.1K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.16K+ 14.88% |
$786K - $1.01M
|
47.5K
$5.81M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.12K+ 6.02% |
$782K - $1M
|
108K
$13.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.1K+ 27.46% |
$779K - $996K
|
28.3K
$3.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.03KNew |
$770K - $985K
|
6.03K
$736K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.01KNew |
$767K - $981K
|
6.01K
$734K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.9KNew |
$754K - $964K
|
5.9K
$721K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.89K+ 0.92% |
$752K - $962K
|
647K
$79.1M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
5.74KNew |
$733K - $937K
|
5.74K
$701K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.69K+ 10.71% |
$726K - $929K
|
58.8K
$7.18M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.69KNew |
$726K - $929K
|
5.69K
$695K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.62K+ 12.95% |
$718K - $918K
|
49K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.56K+ 8.43% |
$710K - $908K
|
71.5K
$8.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.52KNew |
$705K - $901K
|
5.52K
$674K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.51K+ 14.17% |
$704K - $900K
|
44.4K
$5.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.51K+ 101.16% |
$703K - $899K
|
10.9K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.4KNew |
$689K - $882K
|
5.4K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
5.4K+ 3.58% |
$689K - $882K
|
156K
$19.1M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.32K+ 264.23% |
$679K - $869K
|
7.33K
$896K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.32K+ 34.9% |
$679K - $868K
|
20.5K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.16K+ 7.77% |
$659K - $843K
|
71.6K
$8.74M
|