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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
144+ 10.93% |
$18.4K - $23.5K
|
1.46K
$170K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
143+ 75.26% |
$18.3K - $23.4K
|
333
$38.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
142+ 7.68% |
$18.1K - $23.2K
|
1.99K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
140+ 0.77% |
$17.9K - $22.9K
|
18.2K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
136+ 16.17% |
$17.4K - $22.2K
|
977
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
134+ 4.01% |
$17.1K - $21.9K
|
3.48K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129+ 1.44% |
$16.5K - $21.1K
|
9.08K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
127+ 0.85% |
$16.2K - $20.7K
|
15.1K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
127New |
$16.2K - $20.7K
|
127
$14.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
126+ 2.89% |
$16.1K - $20.6K
|
4.48K
$520K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
125+ 5.82% |
$16K - $20.4K
|
2.27K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
125+ 2.17% |
$16K - $20.4K
|
5.88K
$682K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
125+ 6.67% |
$16K - $20.4K
|
2K
$232K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 5.27% |
$16K - $20.4K
|
2.5K
$290K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 4.3% |
$15.6K - $19.9K
|
2.96K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
120+ 4.05% |
$15.3K - $19.6K
|
3.08K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
120+ 1.47% |
$15.3K - $19.6K
|
8.28K
$962K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
120+ 3.89% |
$15.3K - $19.6K
|
3.21K
$372K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
117+ 6.49% |
$14.9K - $19.1K
|
1.92K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
117+ 8.14% |
$14.9K - $19.1K
|
1.55K
$180K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 3.68% |
$14.8K - $18.9K
|
3.27K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
115New |
$14.7K - $18.8K
|
115
$13.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
114+ 0.82% |
$14.6K - $18.6K
|
14.1K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
110+ 3.92% |
$14K - $18K
|
2.91K
$338K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
108+ 1.03% |
$13.8K - $17.6K
|
10.6K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
108+ 0.88% |
$13.8K - $17.6K
|
12.4K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
107+ 3.42% |
$13.7K - $17.5K
|
3.24K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 2.64% |
$13.5K - $17.3K
|
4.12K
$478K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
105+ 5.03% |
$13.4K - $17.2K
|
2.19K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
104+ 3.47% |
$13.3K - $17K
|
3.1K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
104+ 2.54% |
$13.3K - $17K
|
4.21K
$488K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 2.21% |
$13.3K - $17K
|
4.81K
$559K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
101+ 1.7% |
$12.9K - $16.5K
|
6.03K
$700K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
100+ 1.7% |
$12.8K - $16.3K
|
5.99K
$695K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$12.8K - $16.3K
|
100
$11.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.39% |
$12.8K - $16.3K
|
4.29K
$498K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 5.43% |
$12.8K - $16.3K
|
1.94K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
100+ 3.85% |
$12.8K - $16.3K
|
2.7K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
100+ 6.25% |
$12.8K - $16.3K
|
1.7K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
99+ 3.13% |
$12.6K - $16.2K
|
3.27K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 0.09% |
$12.6K - $16.2K
|
109K
$12.7M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
98+ 14.12% |
$12.5K - $16K
|
792
$91.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
96+ 0.24% |
$12.3K - $15.7K
|
39.3K
$4.56M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 102.13% |
$12.3K - $15.7K
|
190
$22.1K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
95+ 1.8% |
$12.1K - $15.5K
|
5.37K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95+ 4.51% |
$12.1K - $15.5K
|
2.2K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
92+ 4.67% |
$11.7K - $15K
|
2.06K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
91+ 5.11% |
$11.6K - $14.9K
|
1.87K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 4.56% |
$11.5K - $14.7K
|
2.06K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
89New |
$11.4K - $14.5K
|
89
$10.3K
|