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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
415+ 199.52% |
$53K - $67.8K
|
623
$71.8K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
411+ 3.72% |
$52.5K - $67.1K
|
11.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
410+ 4.43% |
$52.3K - $67K
|
9.67K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
407+ 1.03% |
$52K - $66.5K
|
39.9K
$4.6M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
407+ 4.94% |
$52K - $66.5K
|
8.65K
$996K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
400+ 25.61% |
$51.1K - $65.3K
|
1.96K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
400+ 0.54% |
$51.1K - $65.3K
|
74.5K
$8.58M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
400+ 0.54% |
$51.1K - $65.3K
|
74.5K
$8.58M
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
395+ 0.31% |
$50.4K - $64.5K
|
127K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
395+ 17.75% |
$50.4K - $64.5K
|
2.62K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
378+ 0.54% |
$48.3K - $61.7K
|
70.1K
$8.07M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
377+ 7.91% |
$48.1K - $61.6K
|
5.15K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
376+ 16.32% |
$48K - $61.4K
|
2.68K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
375+ 0.51% |
$47.9K - $61.3K
|
73.5K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
372+ 12.3% |
$47.5K - $60.8K
|
3.4K
$391K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
372+ 8.43% |
$47.5K - $60.8K
|
4.79K
$551K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
371+ 1.48% |
$47.4K - $60.6K
|
25.5K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
370+ 13.44% |
$47.2K - $60.4K
|
3.12K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 10.33% |
$47.2K - $60.4K
|
3.95K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
369+ 8.53% |
$47.1K - $60.3K
|
4.7K
$541K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
360New |
$46K - $58.8K
|
360
$41.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
355+ 7.14% |
$45.3K - $58K
|
5.33K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
354+ 2.62% |
$45.2K - $57.8K
|
13.9K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
353+ 0.16% |
$45.1K - $57.7K
|
226K
$26M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
351+ 33.37% |
$44.8K - $57.3K
|
1.4K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
350+ 4.71% |
$44.7K - $57.2K
|
7.78K
$895K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
343+ 1.53% |
$43.8K - $56K
|
22.8K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
335+ 6.48% |
$42.8K - $54.7K
|
5.51K
$634K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
328+ 16.14% |
$41.9K - $53.6K
|
2.36K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
326+ 4.57% |
$41.6K - $53.2K
|
7.45K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
325+ 1.58% |
$41.5K - $53.1K
|
21K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
322+ 6.19% |
$41.1K - $52.6K
|
5.52K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
321+ 6.83% |
$41K - $52.4K
|
5.02K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
320New |
$40.9K - $52.3K
|
320
$36.9K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
317+ 33.26% |
$40.5K - $51.8K
|
1.27K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
311+ 3.42% |
$39.7K - $50.8K
|
9.4K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
310+ 11.92% |
$39.6K - $50.6K
|
2.91K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
303+ 18.88% |
$38.7K - $49.5K
|
1.91K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
303+ 13.92% |
$38.7K - $49.5K
|
2.48K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
302+ 6.43% |
$38.6K - $49.3K
|
5K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
302+ 5.08% |
$38.6K - $49.3K
|
6.25K
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
288+ 1.47% |
$36.8K - $47K
|
19.9K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
288New |
$36.8K - $47K
|
288
$33.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 4.89% |
$36.1K - $46.2K
|
6.08K
$700K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
281+ 12.01% |
$35.9K - $45.9K
|
2.62K
$302K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
280+ 10.68% |
$35.7K - $45.7K
|
2.9K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
276+ 6.03% |
$35.2K - $45.1K
|
4.85K
$559K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
275+ 4.53% |
$35.1K - $44.9K
|
6.34K
$730K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266+ 0.32% |
$34K - $43.4K
|
83.2K
$9.59M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
262+ 3.86% |
$33.4K - $42.8K
|
7.05K
$811K
|