Purchases and Sales Made in Q1 2024 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
260
New
$33.2K - $42.5K
260 $30.2K
May 07, 2024 Q1 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
259
+ 2.17%
$33.1K - $42.3K
12.2K $1.41M
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
258
+ 71.07%
$32.9K - $42.1K
621 $72.1K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
256
+ 17.08%
$32.7K - $41.8K
1.76K $204K
May 08, 2024 Q1 2024
Shufro Rose & CO LLC

BUY
 -
250
+ 12.83%
$31.9K - $40.8K
2.2K $255K
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
248
New
$31.7K - $40.5K
248 $28.8K
May 10, 2024 Q1 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
242
+ 5.54%
$30.9K - $39.5K
4.61K $535K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
241
+ 0.78%
$30.8K - $39.4K
31.2K $3.63M
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
239
+ 3.12%
$30.5K - $39K
7.9K $917K
Apr 29, 2024 Q1 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
238
+ 2.26%
$30.4K - $38.9K
10.8K $1.25M
Apr 29, 2024 Q1 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
235
+ 13.07%
$30K - $38.4K
2.03K $236K
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
233
+ 3.57%
$29.7K - $38.1K
6.76K $784K
May 15, 2024 Q1 2024
Hamilton Capital, LLC

Columbus, OH
BUY
 -
232
+ 9.52%
$29.6K - $37.9K
2.67K $310K
May 15, 2024 Q1 2024
Altshuler Shaham LTD

BUY
 -
225
New
$28.7K - $36.8K
225 $26.1K
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
219
+ 75.52%
$28K - $35.8K
509 $59.1K
Apr 15, 2024 Q1 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
217
+ 3.17%
$27.7K - $35.4K
7.06K $819K
May 07, 2024 Q1 2024
Ndvr, Inc.

Boston, MA
BUY
 -
217
+ 13.55%
$27.7K - $35.4K
1.82K $211K
Apr 26, 2024 Q1 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
208
+ 2.28%
$26.6K - $34K
9.33K $1.08M
May 15, 2024 Q1 2024
Green Square Capital Advisors LLC

BUY
 -
208
+ 6.44%
$26.6K - $34K
3.44K $399K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
201
+ 1.8%
$25.7K - $32.8K
11.4K $1.32M
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
200
+ 3.19%
$25.5K - $32.7K
6.47K $751K
May 14, 2024 Q1 2024
Vestor Capital, LLC

Chicago, IL
BUY
 -
200
+ 11.69%
$25.5K - $32.7K
1.91K $222K
May 15, 2024 Q1 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
199
+ 3.13%
$25.4K - $32.5K
6.55K $761K
May 15, 2024 Q1 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
197
+ 5.34%
$25.2K - $32.2K
3.89K $451K
May 15, 2024 Q1 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
197
+ 1.42%
$25.2K - $32.2K
14.1K $1.64M
Aug 29, 2024 Q1 2024
University Of Texas

BUY
 -
196
New
$25K - $32K
196 $22.8K
May 13, 2024 Q1 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
195
+ 12.85%
$24.9K - $31.9K
1.71K $199K
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
187
+ 3.83%
$23.9K - $30.5K
5.07K $588K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
181
+ 90.05%
$23.1K - $29.6K
382 $44.3K
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

BUY
 -
180
+ 7.55%
$23K - $29.4K
2.57K $298K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
180
+ 5.94%
$23K - $29.4K
3.21K $373K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
177
+ 4.92%
$22.6K - $28.9K
3.78K $439K
May 15, 2024 Q1 2024
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
176
+ 7.92%
$22.5K - $28.7K
2.4K $278K
Apr 15, 2024 Q1 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
175
+ 4.03%
$22.3K - $28.6K
4.52K $524K
Apr 19, 2024 Q1 2024
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
174
New
$22.2K - $28.4K
174 $20.2K
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
174
+ 2.57%
$22.2K - $28.4K
6.95K $807K
May 13, 2024 Q1 2024
Everhart Financial Group, Inc.

BUY
 -
171
+ 5.52%
$21.8K - $27.9K
3.27K $380K
May 14, 2024 Q1 2024
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
169
+ 0.48%
$21.6K - $27.6K
35.6K $4.13M
Apr 11, 2024 Q1 2024
Cooper Financial Group

BUY
 -
164
+ 10.37%
$20.9K - $26.8K
1.75K $203K
Apr 18, 2024 Q1 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
162
+ 3.93%
$20.7K - $26.5K
4.29K $498K
May 06, 2024 Q1 2024
Parallel Advisors, LLC

BUY
 -
162
+ 1.42%
$20.7K - $26.5K
11.6K $1.35M
May 03, 2024 Q1 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
159
New
$20.3K - $26K
159 $18.5K
Apr 23, 2024 Q1 2024
Essex Financial Services, Inc.

BUY
 -
158
+ 5.28%
$20.2K - $25.8K
3.15K $366K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
158
+ 7.76%
$20.2K - $25.8K
2.19K $255K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
157
+ 9.3%
$20K - $25.6K
1.85K $214K
Apr 15, 2024 Q1 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
155
+ 9.11%
$19.8K - $25.3K
1.86K $215K
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
152
New
$19.4K - $24.8K
152 $17.6K
May 09, 2024 Q1 2024
Intrust Bank Na

Wichita, KS
BUY
 -
149
+ 0.78%
$19K - $24.3K
19.3K $2.24M
May 15, 2024 Q1 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
149
+ 3.93%
$19K - $24.3K
3.94K $457K

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