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 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35KNew |
$172K - $220K
|
1.35K
$165K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.35K+ 7.58% |
$172K - $220K
|
19.1K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.34KNew |
$170K - $218K
|
1.34K
$163K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.33KNew |
$170K - $218K
|
1.33K
$163K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$170K - $217K
|
1.33K
$162K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.33K+ 68.7% |
$170K - $217K
|
3.27K
$399K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.33KNew |
$169K - $217K
|
1.33K
$162K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$169K - $216K
|
1.32K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.32KNew |
$168K - $215K
|
1.32K
$161K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$160K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$168K - $214K
|
1.31K
$160K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.31KNew |
$167K - $214K
|
1.31K
$160K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.31KNew |
$167K - $213K
|
1.31K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$159K
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.3KNew |
$166K - $213K
|
1.3K
$159K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 6.6% |
$166K - $212K
|
21K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.3KNew |
$166K - $212K
|
1.3K
$159K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$165K - $211K
|
1.29K
$158K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$164K - $210K
|
1.29K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 21.87% |
$164K - $210K
|
7.16K
$875K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$164K - $209K
|
1.28K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$156K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28KNew |
$163K - $209K
|
1.28K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.27KNew |
$163K - $208K
|
1.27K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$162K - $207K
|
1.27K
$155K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.26K+ 9.96% |
$161K - $206K
|
13.9K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.26KNew |
$161K - $206K
|
1.26K
$154K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 15.35% |
$160K - $205K
|
9.44K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.25KNew |
$160K - $205K
|
1.25K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$160K - $205K
|
1.25K
$153K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 25.53% |
$160K - $204K
|
6.15K
$752K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
1.25KNew |
$160K - $204K
|
1.25K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.24KNew |
$159K - $203K
|
1.24K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.24KNew |
$159K - $203K
|
1.24K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.24KNew |
$158K - $202K
|
1.24K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.23KNew |
$157K - $201K
|
1.23K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.23K+ 37.32% |
$157K - $201K
|
4.53K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.22K+ 4.33% |
$155K - $198K
|
29.3K
$3.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.19K+ 4.91% |
$152K - $195K
|
25.5K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.18KNew |
$151K - $193K
|
1.18K
$144K
|