Purchases and Sales Made in Q2 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
278+ 3.21% |
$37.8K - $48K
|
8.93K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
276New |
$37.5K - $47.7K
|
276
$33.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
274New |
$37.2K - $47.3K
|
274
$33.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
272New |
$37K - $47K
|
272
$33.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
270+ 33.71% |
$36.7K - $46.6K
|
1.07K
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
269+ 4.61% |
$36.5K - $46.5K
|
6.1K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
268+ 0.57% |
$36.4K - $46.3K
|
47.6K
$5.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
265+ 2.84% |
$36K - $45.8K
|
9.6K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
263+ 4.6% |
$35.7K - $45.4K
|
5.98K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
262+ 3.1% |
$35.6K - $45.3K
|
8.72K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
257+ 1.95% |
$34.9K - $44.4K
|
13.4K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
255+ 2.19% |
$34.6K - $44K
|
11.9K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
254+ 0.8% |
$34.5K - $43.9K
|
32.1K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
251+ 2.68% |
$34.1K - $43.4K
|
9.61K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
245+ 1.53% |
$33.3K - $42.3K
|
16.2K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
244+ 0.84% |
$33.1K - $42.1K
|
29.4K
$3.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
243+ 3.79% |
$33K - $42K
|
6.65K
$812K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
242+ 14.54% |
$32.9K - $41.8K
|
1.91K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$32.9K - $41.8K
|
242
$29.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
241+ 2.03% |
$32.7K - $41.6K
|
12.1K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
234+ 0.75% |
$31.8K - $40.4K
|
31.4K
$3.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
232+ 5.58% |
$31.5K - $40.1K
|
4.39K
$536K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
228+ 3.05% |
$31K - $39.4K
|
7.69K
$940K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
226+ 7.47% |
$30.7K - $39K
|
3.25K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
226+ 0.75% |
$30.7K - $39K
|
30.6K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
223+ 5.09% |
$30.3K - $38.5K
|
4.61K
$563K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
220+ 5.15% |
$29.9K - $38K
|
4.5K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
220+ 5.05% |
$29.9K - $38K
|
4.58K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
219+ 6.88% |
$29.8K - $37.8K
|
3.4K
$416K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
217New |
$29.5K - $37.5K
|
217
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
213+ 1.15% |
$28.9K - $36.8K
|
18.7K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
212+ 0.99% |
$28.8K - $36.6K
|
21.7K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
207+ 4.86% |
$28.1K - $35.8K
|
4.47K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
206+ 7.41% |
$28K - $35.6K
|
2.99K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
205+ 1.09% |
$27.8K - $35.4K
|
18.9K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
203+ 0.88% |
$27.6K - $35.1K
|
23.3K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
200+ 40.73% |
$27.2K - $34.5K
|
691
$84.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
198+ 8.26% |
$26.9K - $34.2K
|
2.6K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
197+ 0.74% |
$26.8K - $34K
|
26.8K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
196+ 13.54% |
$26.6K - $33.9K
|
1.64K
$201K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
196New |
$26.6K - $33.9K
|
196
$23.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
195+ 1.27% |
$26.5K - $33.7K
|
15.6K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194+ 2.01% |
$26.4K - $33.5K
|
9.87K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
193+ 3.03% |
$26.2K - $33.3K
|
6.57K
$802K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 11.1% |
$26.2K - $33.3K
|
1.93K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
192New |
$26.1K - $33.2K
|
192
$23.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
189+ 1.91% |
$25.7K - $32.6K
|
10.1K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
188+ 4.16% |
$25.5K - $32.5K
|
4.71K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
186+ 96.37% |
$25.3K - $32.1K
|
379
$46.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
184+ 12.95% |
$25K - $31.8K
|
1.61K
$196K
|