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 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.17K+ 3.85% |
$150K - $192K
|
31.7K
$3.87M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.17K+ 3.13% |
$150K - $191K
|
38.6K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 16.31% |
$148K - $190K
|
8.29K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.15KNew |
$147K - $188K
|
1.15K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.12KNew |
$143K - $183K
|
1.12K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.1K+ 12.94% |
$140K - $180K
|
9.6K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 51.51% |
$139K - $178K
|
3.21K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.08K+ 33.33% |
$138K - $176K
|
4.32K
$528K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$138K - $176K
|
1.08K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07KNew |
$136K - $175K
|
1.07K
$131K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 9.79% |
$131K - $168K
|
11.5K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.03K+ 9.67% |
$131K - $168K
|
11.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.02K+ 22.23% |
$131K - $167K
|
5.63K
$688K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.02K+ 9.91% |
$130K - $167K
|
11.3K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1K+ 12.09% |
$128K - $163K
|
9.27K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
999+ 2.98% |
$128K - $163K
|
34.5K
$4.21M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
977+ 18.73% |
$125K - $160K
|
6.19K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
977+ 11.63% |
$125K - $160K
|
9.38K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
975+ 0.78% |
$124K - $159K
|
126K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
971+ 4.19% |
$124K - $159K
|
24.2K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
966+ 1.65% |
$123K - $158K
|
59.6K
$7.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
940+ 2.52% |
$120K - $154K
|
38.2K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
931+ 12.44% |
$119K - $152K
|
8.42K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
915+ 5.68% |
$117K - $149K
|
17K
$2.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
900+ 8.83% |
$115K - $147K
|
11.1K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
900+ 47.62% |
$115K - $147K
|
2.79K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
899+ 6.9% |
$115K - $147K
|
13.9K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
897+ 44.65% |
$115K - $147K
|
2.91K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
876+ 1.18% |
$112K - $143K
|
75.2K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
866+ 15.11% |
$111K - $141K
|
6.6K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
864+ 84.13% |
$110K - $141K
|
1.89K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
863+ 36.49% |
$110K - $141K
|
3.23K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
859+ 5.96% |
$110K - $140K
|
15.3K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
845New |
$108K - $138K
|
845
$103K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
842+ 22.25% |
$107K - $138K
|
4.63K
$565K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
831+ 20.16% |
$106K - $136K
|
4.95K
$605K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
814+ 20.8% |
$104K - $133K
|
4.73K
$577K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
803+ 1.1% |
$103K - $131K
|
73.6K
$8.99M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
798+ 17.64% |
$102K - $130K
|
5.32K
$650K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
794+ 26.36% |
$101K - $130K
|
3.81K
$465K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
791+ 18.24% |
$101K - $129K
|
5.13K
$626K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
785+ 11.82% |
$100K - $128K
|
7.42K
$907K
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
781+ 1.0% |
$99.7K - $128K
|
78.9K
$9.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
774+ 10.65% |
$98.8K - $126K
|
8.04K
$982K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
772+ 49.46% |
$98.6K - $126K
|
2.33K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
753New |
$96.1K - $123K
|
753
$92K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
752+ 51.68% |
$96K - $123K
|
2.21K
$270K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
733+ 25.7% |
$93.6K - $120K
|
3.59K
$438K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
729+ 2.5% |
$93.1K - $119K
|
29.9K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
728New |
$92.9K - $119K
|
728
$88.9K
|