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 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-76- 3.41% |
$10.3K - $13.1K
|
2.16K
$260K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 5.01% |
$10.3K - $13.1K
|
1.44K
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$9.91K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-77- 2.98% |
$10.5K - $13.3K
|
2.51K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-78- 2.74% |
$10.6K - $13.5K
|
2.77K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-78- 5.18% |
$10.6K - $13.5K
|
1.43K
$173K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-80- 1.06% |
$10.9K - $13.8K
|
7.47K
$903K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-81- 3.63% |
$11K - $14K
|
2.15K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-82- 1.52% |
$11.1K - $14.2K
|
5.31K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-83- 10.74% |
$11.3K - $14.3K
|
690
$83.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-86- 2.63% |
$11.7K - $14.9K
|
3.18K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-87- 10.98% |
$11.8K - $15K
|
705
$85.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-88- 1.41% |
$12K - $15.2K
|
6.16K
$744K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 3.53% |
$12.1K - $15.4K
|
2.43K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-89- 0.54% |
$12.1K - $15.4K
|
16.3K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-93- 1.16% |
$12.6K - $16.1K
|
7.95K
$960K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-93- 1.15% |
$12.6K - $16.1K
|
7.96K
$962K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-93- 15.68% |
$12.6K - $16.1K
|
500
$60.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 6.7% |
$13.3K - $16.9K
|
1.36K
$165K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-99- 65.13% |
$13.4K - $17.1K
|
53
$6.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-99- 3.03% |
$13.4K - $17.1K
|
3.17K
$383K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.25% |
$13.6K - $17.3K
|
39.8K
$4.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.76% |
$13.6K - $17.3K
|
13K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 3.51% |
$13.6K - $17.3K
|
2.75K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 3.99% |
$13.6K - $17.3K
|
2.41K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.42% |
$13.6K - $17.3K
|
6.96K
$841K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 3.97% |
$13.6K - $17.3K
|
2.42K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100- 4.57% |
$13.6K - $17.3K
|
2.09K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 2.27% |
$13.6K - $17.3K
|
4.31K
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-101- 0.47% |
$13.7K - $17.4K
|
21.2K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-101- 1.46% |
$13.7K - $17.4K
|
6.82K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-101- 0.2% |
$13.7K - $17.4K
|
51.6K
$6.23M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-102- 1.23% |
$13.9K - $17.6K
|
8.18K
$989K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-103- 2.23% |
$14K - $17.8K
|
4.52K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-103- 3.41% |
$14K - $17.8K
|
2.91K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-105- 4.44% |
$14.3K - $18.1K
|
2.26K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-105- 6.13% |
$14.3K - $18.1K
|
1.61K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 21.39% |
$14.7K - $18.7K
|
397
$48K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-111- 1.24% |
$15.1K - $19.2K
|
8.87K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-115- 2.04% |
$15.6K - $19.9K
|
5.52K
$667K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-116- 0.94% |
$15.8K - $20K
|
12.2K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-118- 0.48% |
$16K - $20.4K
|
24.5K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-120- 1.06% |
$16.3K - $20.7K
|
11.2K
$1.35M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-120- 25.75% |
$16.3K - $20.7K
|
346
$41.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-121- 4.22% |
$16.4K - $20.9K
|
2.74K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-125- 5.3% |
$17K - $21.6K
|
2.24K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-125- 4.87% |
$17K - $21.6K
|
2.44K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-125- 3.02% |
$17K - $21.6K
|
4.02K
$485K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-125- 1.34% |
$17K - $21.6K
|
9.21K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 4.55% |
$17K - $21.6K
|
2.63K
$317K
|