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 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 7.11% |
$2.17K - $2.76K
|
209
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16- 4.51% |
$2.17K - $2.76K
|
339
$43.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16- 1.02% |
$2.17K - $2.76K
|
1.55K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-17- 7.33% |
$2.31K - $2.94K
|
215
$27.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.97% |
$2.45K - $3.11K
|
1.85K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19- 0.33% |
$2.58K - $3.28K
|
5.78K
$744K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-20- 0.2% |
$2.72K - $3.45K
|
10.2K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-20- 0.18% |
$2.72K - $3.45K
|
11.1K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.81% |
$2.72K - $3.45K
|
2.46K
$317K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-20- 0.62% |
$2.72K - $3.45K
|
3.19K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 7.38% |
$2.72K - $3.45K
|
251
$32.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.67% |
$2.72K - $3.45K
|
2.96K
$381K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-21- 2.37% |
$2.85K - $3.63K
|
866
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-22- 1.03% |
$2.99K - $3.8K
|
2.11K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-24- 1.44% |
$3.26K - $4.15K
|
1.64K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 4.72% |
$3.26K - $4.15K
|
485
$62.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-24- 0.36% |
$3.26K - $4.15K
|
6.69K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-24- 1.14% |
$3.26K - $4.15K
|
2.09K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$8.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-25- 0.63% |
$3.4K - $4.32K
|
3.93K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.14% |
$3.4K - $4.32K
|
17.2K
$2.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-26- 1.05% |
$3.53K - $4.49K
|
2.45K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-26- 0.48% |
$3.53K - $4.49K
|
5.43K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-26- 0.28% |
$3.53K - $4.49K
|
9.35K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 1.73% |
$3.67K - $4.66K
|
1.53K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-27Closed |
$3.67K - $4.66K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-30- 0.86% |
$4.08K - $5.18K
|
3.45K
$444K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
SELL
|
- |
-30- 0.2% |
$4.08K - $5.18K
|
15.3K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-31- 0.63% |
$4.21K - $5.35K
|
4.9K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.66% |
$4.21K - $5.35K
|
4.68K
$603K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-33- 1.54% |
$4.48K - $5.7K
|
2.1K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-33- 0.13% |
$4.48K - $5.7K
|
25.1K
$3.23M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-33- 0.49% |
$4.48K - $5.7K
|
6.76K
$871K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-34- 0.83% |
$4.62K - $5.87K
|
4.07K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-35- 0.88% |
$4.75K - $6.04K
|
3.93K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 14.89% |
$4.75K - $6.04K
|
200
$25.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35- 6.24% |
$4.75K - $6.04K
|
526
$67.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-38- 1.87% |
$5.16K - $6.56K
|
2K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-39- 11.54% |
$5.3K - $6.74K
|
299
$38.5K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 2.12% |
$5.43K - $6.91K
|
1.85K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-40- 2.2% |
$5.43K - $6.91K
|
1.78K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.13% |
$5.43K - $6.91K
|
3.49K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-41- 2.27% |
$5.57K - $7.08K
|
1.77K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-42- 3.42% |
$5.71K - $7.25K
|
1.19K
$153K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-42- 2.08% |
$5.71K - $7.25K
|
1.98K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-42- 0.53% |
$5.71K - $7.25K
|
7.92K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-42- 0.39% |
$5.71K - $7.25K
|
10.7K
$1.38M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-43- 0.26% |
$5.84K - $7.43K
|
16.4K
$2.11M
|