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 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15+ 1.2% |
$1.92K - $2.45K
|
1.26K
$144K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 1.33% |
$1.79K - $2.29K
|
1.07K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
14+ 0.49% |
$1.79K - $2.29K
|
2.87K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
14+ 0.56% |
$1.79K - $2.29K
|
2.5K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
14+ 0.37% |
$1.79K - $2.29K
|
3.82K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13+ 0.35% |
$1.66K - $2.12K
|
3.76K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.72% |
$1.66K - $2.12K
|
1.81K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
12+ 0.32% |
$1.53K - $1.96K
|
3.8K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.42% |
$1.53K - $1.96K
|
2.85K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12+ 0.61% |
$1.53K - $1.96K
|
1.97K
$226K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
11+ 0.39% |
$1.4K - $1.8K
|
2.85K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11+ 0.63% |
$1.4K - $1.8K
|
1.75K
$200K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 1.09% |
$1.4K - $1.8K
|
1.02K
$117K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$1.28K - $1.63K
|
1.79K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
10+ 0.66% |
$1.28K - $1.63K
|
1.52K
$173K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 3.36% |
$1.15K - $1.47K
|
277
$31.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 27.27% |
$1.15K - $1.47K
|
42
$4.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.6% |
$1.15K - $1.47K
|
1.52K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
9+ 0.4% |
$1.15K - $1.47K
|
2.27K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$1.15K - $1.47K
|
3.24K
$371K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 100.0% |
$1.15K - $1.47K
|
18
$2.06K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 3.04% |
$1.02K - $1.31K
|
271
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
8+ 0.27% |
$1.02K - $1.31K
|
3.03K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$1.02K - $1.31K
|
16.7K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.48% |
$1.02K - $1.31K
|
1.69K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.31K
|
4.12K
$472K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
7+ 0.39% |
$894 - $1.14K
|
1.79K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
7+ 0.15% |
$894 - $1.14K
|
4.66K
$533K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.37% |
$894 - $1.14K
|
1.91K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7+ 0.09% |
$894 - $1.14K
|
7.82K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.26% |
$894 - $1.14K
|
561
$64.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.27% |
$766 - $980
|
2.26K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 42.86% |
$766 - $980
|
20
$2.29K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6+ 0.32% |
$766 - $980
|
1.86K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.32% |
$766 - $980
|
1.85K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6+ 0.08% |
$766 - $980
|
7.68K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.69% |
$638 - $817
|
734
$84K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5+ 0.29% |
$638 - $817
|
1.73K
$198K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.63% |
$638 - $817
|
801
$91.6K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.96% |
$638 - $817
|
526
$60.2K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.05% |
$638 - $817
|
9.31K
$1.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4+ 0.18% |
$511 - $653
|
2.28K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.66% |
$511 - $653
|
606
$69.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.18% |
$511 - $653
|
2.2K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.68% |
$511 - $653
|
588
$67.3K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.05% |
$511 - $653
|
7.45K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4+ 0.22% |
$511 - $653
|
1.84K
$210K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 4.35% |
$511 - $653
|
96
$11K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.57% |
$383 - $490
|
531
$60.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.34% |
$383 - $490
|
887
$101K
|