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 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
49+ 2.89% |
$6.26K - $8K
|
1.75K
$203K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 1.49% |
$6.26K - $8K
|
3.33K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
48+ 252.63% |
$6.13K - $7.84K
|
67
$7.78K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
48+ 1.5% |
$6.13K - $7.84K
|
3.25K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
48+ 1.07% |
$6.13K - $7.84K
|
4.54K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
46+ 3.04% |
$5.87K - $7.51K
|
1.56K
$181K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
46+ 0.67% |
$5.87K - $7.51K
|
6.88K
$799K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
45+ 0.43% |
$5.75K - $7.35K
|
10.6K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
45+ 0.51% |
$5.75K - $7.35K
|
8.85K
$1.03M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
45+ 1.43% |
$5.75K - $7.35K
|
3.2K
$372K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
43+ 0.18% |
$5.49K - $7.02K
|
24.3K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43+ 86.0% |
$5.49K - $7.02K
|
93
$10.8K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
41+ 23.3% |
$5.23K - $6.7K
|
217
$25.2K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
41+ 1.12% |
$5.23K - $6.7K
|
3.69K
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
39+ 13.04% |
$4.98K - $6.37K
|
338
$39.2K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
37+ 1.82% |
$4.72K - $6.04K
|
2.07K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
37+ 0.22% |
$4.72K - $6.04K
|
17.2K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
35+ 0.02% |
$4.47K - $5.72K
|
170K
$19.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
33+ 1.57% |
$4.21K - $5.39K
|
2.14K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
32+ 0.35% |
$4.09K - $5.23K
|
9.3K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28+ 0.43% |
$3.57K - $4.57K
|
6.52K
$757K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
26+ 0.62% |
$3.32K - $4.25K
|
4.2K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26+ 0.0% |
$3.32K - $4.25K
|
568K
$65.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
25+ 1.51% |
$3.19K - $4.08K
|
1.68K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 1.34% |
$3.19K - $4.08K
|
1.89K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
25+ 0.51% |
$3.19K - $4.08K
|
4.94K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25+ 1.19% |
$3.19K - $4.08K
|
2.13K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
24+ 0.16% |
$3.06K - $3.92K
|
14.8K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.85% |
$2.94K - $3.76K
|
1.26K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
23+ 0.96% |
$2.94K - $3.76K
|
2.42K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.13% |
$2.94K - $3.76K
|
18.3K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 3.07% |
$2.94K - $3.76K
|
773
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23+ 0.54% |
$2.94K - $3.76K
|
4.32K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 0.06% |
$2.81K - $3.59K
|
39.6K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22+ 0.63% |
$2.81K - $3.59K
|
3.5K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.89% |
$2.55K - $3.27K
|
2.28K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.59% |
$2.43K - $3.1K
|
3.24K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.54% |
$2.43K - $3.1K
|
3.55K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
19+ 0.96% |
$2.43K - $3.1K
|
2K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19+ 2.8% |
$2.43K - $3.1K
|
697
$80.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
18New |
$2.3K - $2.94K
|
18
$2.09K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 1.72% |
$2.3K - $2.94K
|
1.07K
$124K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
17+ 0.95% |
$2.17K - $2.78K
|
1.8K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17+ 0.65% |
$2.17K - $2.78K
|
2.64K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17+ 56.67% |
$2.17K - $2.78K
|
47
$5.46K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
16+ 0.82% |
$2.04K - $2.61K
|
1.96K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
16+ 0.65% |
$2.04K - $2.61K
|
2.49K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.35% |
$2.04K - $2.61K
|
4.64K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16+ 0.07% |
$2.04K - $2.61K
|
23.5K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.41% |
$1.92K - $2.45K
|
3.7K
$429K
|