Purchases and Sales Made in Q1 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
715New |
$91.3K - $117K
|
715
$82.3K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
706+ 19.07% |
$90.1K - $115K
|
4.41K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
700+ 21.92% |
$89.4K - $114K
|
3.89K
$448K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
686+ 20.9% |
$87.6K - $112K
|
3.97K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
684+ 3.86% |
$87.3K - $112K
|
18.4K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
675+ 2.69% |
$86.2K - $110K
|
25.8K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
672+ 6.22% |
$85.8K - $110K
|
11.5K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
665+ 12.56% |
$84.9K - $109K
|
5.96K
$686K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
659+ 7.55% |
$84.1K - $108K
|
9.39K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
658+ 3.3% |
$84K - $107K
|
20.6K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
640+ 3.34% |
$81.7K - $105K
|
19.8K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
638+ 14.2% |
$81.5K - $104K
|
5.13K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
625+ 9.9% |
$79.8K - $102K
|
6.94K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
625+ 7.16% |
$79.8K - $102K
|
9.36K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
624+ 3.8% |
$79.7K - $102K
|
17K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
611+ 8.7% |
$78K - $99.8K
|
7.63K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
603+ 11.66% |
$77K - $98.5K
|
5.78K
$665K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
592+ 32.16% |
$75.6K - $96.7K
|
2.43K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
592+ 6.32% |
$75.6K - $96.7K
|
9.97K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
584+ 3.03% |
$74.6K - $95.4K
|
19.9K
$2.29M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
578+ 1.74% |
$73.8K - $94.4K
|
33.7K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
575+ 11.7% |
$73.4K - $93.9K
|
5.49K
$632K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
568+ 3.67% |
$72.5K - $92.8K
|
16.1K
$1.85M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
561+ 75.81% |
$71.6K - $91.6K
|
1.3K
$150K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
542+ 1.26% |
$69.2K - $88.5K
|
43.7K
$5.03M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
539+ 3.66% |
$68.8K - $88K
|
15.3K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
535+ 20.73% |
$68.3K - $87.4K
|
3.12K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
532New |
$67.9K - $86.9K
|
532
$61.3K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
516+ 1.63% |
$65.9K - $84.3K
|
32.1K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
514+ 12.46% |
$65.6K - $84K
|
4.64K
$534K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
513+ 2.81% |
$65.5K - $83.8K
|
18.7K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
510+ 1.15% |
$65.1K - $83.3K
|
45K
$5.18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
508+ 6.32% |
$64.9K - $83K
|
8.55K
$985K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
502+ 9.16% |
$64.1K - $82K
|
5.98K
$689K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$57.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500New |
$63.8K - $81.7K
|
500
$57.6K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
498+ 152.29% |
$63.6K - $81.3K
|
825
$95K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
485+ 3.78% |
$61.9K - $79.2K
|
13.3K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
480+ 2.09% |
$61.3K - $78.4K
|
23.4K
$2.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
479+ 8.55% |
$61.2K - $78.2K
|
6.08K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
475+ 23.4% |
$60.6K - $77.6K
|
2.51K
$289K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
472+ 2.5% |
$60.3K - $77.1K
|
19.3K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
451+ 12.71% |
$57.6K - $73.7K
|
4K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
450New |
$57.5K - $73.5K
|
450
$51.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
446+ 3.05% |
$56.9K - $72.8K
|
15.1K
$1.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
445New |
$56.8K - $72.7K
|
445
$51.3K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
435+ 6.7% |
$55.5K - $71.1K
|
6.92K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
428+ 14.01% |
$54.6K - $69.9K
|
3.48K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 24.05% |
$53.6K - $68.6K
|
2.17K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
418+ 3.37% |
$53.4K - $68.3K
|
12.8K
$1.48M
|