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 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
87+ 1.32% |
$11.1K - $14.2K
|
6.7K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
85New |
$10.9K - $13.9K
|
85
$9.87K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
84+ 1.14% |
$10.7K - $13.7K
|
7.46K
$866K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
84+ 1.21% |
$10.7K - $13.7K
|
7.02K
$814K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
84New |
$10.7K - $13.7K
|
84
$9.75K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
83+ 2.41% |
$10.6K - $13.6K
|
3.53K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
83+ 2.74% |
$10.6K - $13.6K
|
3.12K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
83+ 2.86% |
$10.6K - $13.6K
|
2.98K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 3.03% |
$10.5K - $13.4K
|
2.78K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 0.45% |
$10.5K - $13.4K
|
18.2K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
81+ 4.64% |
$10.3K - $13.2K
|
1.83K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
80+ 1.49% |
$10.2K - $13.1K
|
5.45K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
78+ 0.48% |
$9.96K - $12.7K
|
16.5K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
78+ 2.8% |
$9.96K - $12.7K
|
2.87K
$333K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
76+ 1.29% |
$9.7K - $12.4K
|
5.98K
$694K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 4.19% |
$9.7K - $12.4K
|
1.89K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.5% |
$9.7K - $12.4K
|
5.15K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
76+ 3.49% |
$9.7K - $12.4K
|
2.25K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
75+ 4.51% |
$9.58K - $12.3K
|
1.74K
$202K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
75+ 1.13% |
$9.58K - $12.3K
|
6.7K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
75+ 2.55% |
$9.58K - $12.3K
|
3.02K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
74+ 0.2% |
$9.45K - $12.1K
|
36.7K
$4.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 9.55% |
$9.32K - $11.9K
|
837
$97.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
71+ 1.62% |
$9.06K - $11.6K
|
4.46K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
69+ 2.6% |
$8.81K - $11.3K
|
2.72K
$316K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
68+ 2.99% |
$8.68K - $11.1K
|
2.35K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
64+ 2.91% |
$8.17K - $10.5K
|
2.26K
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
63+ 6300.0% |
$8.04K - $10.3K
|
64
$7.43K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
62+ 1.01% |
$7.92K - $10.1K
|
6.2K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
61New |
$7.79K - $9.96K
|
61
$7.08K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
60+ 2.34% |
$7.66K - $9.8K
|
2.62K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 1.69% |
$7.53K - $9.64K
|
3.55K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 1.3% |
$7.53K - $9.64K
|
4.61K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 3.82% |
$7.53K - $9.64K
|
1.6K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
59+ 0.81% |
$7.53K - $9.64K
|
7.38K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58+ 9.31% |
$7.4K - $9.47K
|
681
$79.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
56+ 3.07% |
$7.15K - $9.15K
|
1.88K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 1.8% |
$7.15K - $9.15K
|
3.17K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
55+ 1.44% |
$7.02K - $8.98K
|
3.86K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55+ 10.22% |
$7.02K - $8.98K
|
593
$68.8K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55+ 1.75% |
$7.02K - $8.98K
|
3.2K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
55+ 2.89% |
$7.02K - $8.98K
|
1.96K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
53+ 2.92% |
$6.77K - $8.66K
|
1.87K
$217K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 1.37% |
$6.64K - $8.49K
|
3.84K
$446K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
51+ 29.31% |
$6.51K - $8.33K
|
225
$26.1K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
51+ 2.81% |
$6.51K - $8.33K
|
1.87K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
50+ 1.08% |
$6.38K - $8.17K
|
4.7K
$545K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 714.29% |
$6.38K - $8.17K
|
57
$6.62K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
50+ 1.25% |
$6.38K - $8.17K
|
4.05K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
50+ 0.24% |
$6.38K - $8.17K
|
21.1K
$2.45M
|