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 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-529- 0.72% |
$71.9K - $91.4K
|
73.1K
$8.92M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-532- 3.48% |
$72.3K - $91.9K
|
14.7K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-537- 3.41% |
$73K - $92.7K
|
15.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-538- 27.24% |
$73.1K - $92.9K
|
1.44K
$176K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-540- 13.93% |
$73.4K - $93.3K
|
3.34K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-542- 8.02% |
$73.6K - $93.6K
|
6.21K
$759K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-543- 65.82% |
$73.8K - $93.8K
|
282
$34.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-549- 80.62% |
$74.6K - $94.8K
|
132
$16.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-550- 0.83% |
$74.7K - $95K
|
65.7K
$8.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 26.83% |
$74.7K - $95K
|
1.5K
$183K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-552- 12.6% |
$75K - $95.3K
|
3.83K
$468K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-560- 31.91% |
$76.1K - $96.7K
|
1.2K
$146K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-567- 14.29% |
$77K - $97.9K
|
3.4K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-577- 3.39% |
$78.4K - $99.7K
|
16.4K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 0.53% |
$78.5K - $99.8K
|
108K
$13.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-582- 9.58% |
$79.1K - $101K
|
5.49K
$671K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-600- 31.71% |
$81.5K - $104K
|
1.29K
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-600- 2.48% |
$81.5K - $104K
|
23.6K
$2.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-612- 16.58% |
$83.1K - $106K
|
3.08K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-625- 6.98% |
$84.9K - $108K
|
8.34K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-628- 3.84% |
$85.3K - $108K
|
15.7K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-635- 2.29% |
$86.3K - $110K
|
27.1K
$3.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-635- 4.58% |
$86.3K - $110K
|
13.2K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-640- 19.94% |
$86.9K - $111K
|
2.57K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-641- 5.12% |
$87.1K - $111K
|
11.9K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-654- 2.57% |
$88.8K - $113K
|
24.8K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-661- 1.01% |
$89.8K - $114K
|
64.6K
$7.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-670- 6.49% |
$91K - $116K
|
9.65K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-678- 3.18% |
$92.1K - $117K
|
20.7K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-679- 18.07% |
$92.2K - $117K
|
3.08K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-681- 3.31% |
$92.5K - $118K
|
19.9K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-688- 0.83% |
$93.5K - $119K
|
82.5K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-699- 7.44% |
$95K - $121K
|
8.69K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-708- 2.17% |
$96.2K - $122K
|
31.9K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-720- 6.82% |
$97.8K - $124K
|
9.83K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-730- 5.84% |
$99.2K - $126K
|
11.8K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-731- 1.32% |
$99.3K - $126K
|
54.7K
$6.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-733- 3.7% |
$99.6K - $127K
|
19.1K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-735- 1.86% |
$99.8K - $127K
|
38.9K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-740- 1.78% |
$101K - $128K
|
40.8K
$4.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-745- 28.49% |
$101K - $129K
|
1.87K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-750- 2.26% |
$102K - $130K
|
32.5K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-759- 5.04% |
$103K - $131K
|
14.3K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-764- 1.76% |
$104K - $132K
|
42.6K
$5.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-770- 6.77% |
$105K - $133K
|
10.6K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-771- 7.42% |
$105K - $133K
|
9.63K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-772- 1.9% |
$105K - $133K
|
39.9K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-777- 5.69% |
$106K - $134K
|
12.9K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-777- 78.64% |
$106K - $134K
|
211
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-797- 1.76% |
$108K - $138K
|
44.6K
$5.45M
|