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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
58+ 1.03% |
$7.88K - $10K
|
5.69K
$696K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
58+ 1.49% |
$7.88K - $10K
|
3.95K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.13% |
$7.88K - $10K
|
5.21K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 18.36% |
$7.61K - $9.67K
|
361
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
56+ 0.44% |
$7.61K - $9.67K
|
12.9K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.2K - $9.15K
|
53
$6.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
51+ 7.13% |
$6.93K - $8.81K
|
766
$93.6K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 5.12% |
$6.79K - $8.64K
|
1.03K
$125K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
50+ 1.1% |
$6.79K - $8.64K
|
4.58K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.68% |
$6.79K - $8.64K
|
3.03K
$370K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 2.57% |
$6.79K - $8.64K
|
1.99K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 1.29% |
$6.79K - $8.64K
|
3.91K
$478K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 71.43% |
$6.79K - $8.64K
|
120
$14.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
49+ 0.83% |
$6.66K - $8.46K
|
5.95K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
48+ 2.74% |
$6.52K - $8.29K
|
1.8K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
45+ 20.0% |
$6.11K - $7.77K
|
270
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
45+ 1.2% |
$6.11K - $7.77K
|
3.8K
$465K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
42+ 0.63% |
$5.71K - $7.25K
|
6.74K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
41+ 1.74% |
$5.57K - $7.08K
|
2.4K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
40+ 1.03% |
$5.43K - $6.91K
|
3.92K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39+ 0.97% |
$5.3K - $6.74K
|
4.07K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.76% |
$4.89K - $6.22K
|
4.76K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
36+ 1.84% |
$4.89K - $6.22K
|
2K
$244K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
35+ 1.49% |
$4.75K - $6.04K
|
2.39K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35+ 1.08% |
$4.75K - $6.04K
|
3.27K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.66% |
$4.75K - $6.04K
|
5.36K
$655K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 1.45% |
$4.75K - $6.04K
|
2.44K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34+ 4.7% |
$4.62K - $5.87K
|
757
$92.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
33+ 0.8% |
$4.48K - $5.7K
|
4.14K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
32+ 0.43% |
$4.35K - $5.53K
|
7.49K
$914K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
32+ 1.34% |
$4.35K - $5.53K
|
2.43K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
31+ 0.16% |
$4.21K - $5.35K
|
19.4K
$2.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
31+ 1.09% |
$4.21K - $5.35K
|
2.88K
$352K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31New |
$4.21K - $5.35K
|
31
$3.79K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.66K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30+ 2.81% |
$4.08K - $5.18K
|
1.1K
$134K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$4.08K - $5.18K
|
30
$3.66K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
30+ 0.89% |
$4.08K - $5.18K
|
3.4K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 31.18% |
$3.94K - $5.01K
|
122
$14.9K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 87.88% |
$3.94K - $5.01K
|
62
$7.57K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.37% |
$3.94K - $5.01K
|
7.97K
$973K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
28+ 1.4% |
$3.8K - $4.84K
|
2.03K
$248K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 1.23% |
$3.8K - $4.84K
|
2.31K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
28+ 1.28% |
$3.8K - $4.84K
|
2.22K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
27+ 0.58% |
$3.67K - $4.66K
|
4.72K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
27+ 1.04% |
$3.67K - $4.66K
|
2.63K
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 8.94% |
$3.67K - $4.66K
|
329
$40.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 0.77% |
$3.53K - $4.49K
|
3.4K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 0.86% |
$3.53K - $4.49K
|
3.06K
$374K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.41% |
$3.4K - $4.32K
|
6.06K
$740K
|