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 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.96KNew |
$250K - $320K
|
1.96K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$249K - $319K
|
1.95K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94KNew |
$248K - $317K
|
1.94K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.93K+ 19.79% |
$247K - $316K
|
11.7K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.9KNew |
$243K - $311K
|
1.9K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.88KNew |
$240K - $307K
|
1.88K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.88K+ 1.49% |
$240K - $307K
|
128K
$15.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.87K+ 42.23% |
$238K - $305K
|
6.28K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 3.64% |
$234K - $299K
|
52.2K
$6.43M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.82KNew |
$232K - $297K
|
1.82K
$224K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.82K+ 13.31% |
$232K - $297K
|
15.5K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.82K+ 7.79% |
$232K - $296K
|
25.1K
$3.1M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.82K+ 7.79% |
$232K - $296K
|
25.1K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$231K - $295K
|
1.81K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.8KNew |
$229K - $293K
|
1.8K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.79KNew |
$228K - $292K
|
1.79K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.78K+ 12.7% |
$227K - $290K
|
15.8K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.76K+ 86.5% |
$225K - $288K
|
3.8K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.73KNew |
$221K - $283K
|
1.73K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.73K+ 13.86% |
$220K - $282K
|
14.2K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.71K+ 10.22% |
$219K - $280K
|
18.5K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.71K+ 80.83% |
$218K - $279K
|
3.82K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.71KNew |
$218K - $278K
|
1.71K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.7KNew |
$217K - $278K
|
1.7K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.7K+ 183.24% |
$216K - $277K
|
2.62K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.68K+ 8.38% |
$215K - $275K
|
21.7K
$2.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
1.67KNew |
$213K - $272K
|
1.67K
$206K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.67K+ 11.86% |
$213K - $272K
|
15.7K
$1.94M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.65KNew |
$211K - $270K
|
1.65K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$210K - $268K
|
1.64K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.64KNew |
$210K - $268K
|
1.64K
$202K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.64KNew |
$210K - $268K
|
1.64K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.64KNew |
$209K - $267K
|
1.64K
$202K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.63KNew |
$208K - $266K
|
1.63K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.62KNew |
$207K - $264K
|
1.62K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.62KNew |
$206K - $264K
|
1.62K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61KNew |
$206K - $263K
|
1.61K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.6K+ 299.07% |
$204K - $261K
|
2.14K
$263K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.6KNew |
$204K - $261K
|
1.6K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.59KNew |
$202K - $259K
|
1.59K
$196K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$202K - $258K
|
1.58K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$202K - $258K
|
1.58K
$195K
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.57K+ 0.17% |
$201K - $257K
|
929K
$115M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.57KNew |
$200K - $256K
|
1.57K
$193K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.56KNew |
$199K - $254K
|
1.56K
$192K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$199K - $254K
|
1.56K
$192K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.55K+ 31.47% |
$197K - $252K
|
6.45K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.54K+ 4.23% |
$197K - $252K
|
38K
$4.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.53K+ 4.99% |
$195K - $250K
|
32.2K
$3.97M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 2.83% |
$195K - $249K
|
55.5K
$6.85M
|