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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-12- 0.76% |
$1.53K - $1.96K
|
1.57K
$181K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-12- 0.48% |
$1.53K - $1.96K
|
2.5K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-12- 0.36% |
$1.53K - $1.96K
|
3.33K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13- 0.51% |
$1.66K - $2.12K
|
2.56K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-14- 0.45% |
$1.79K - $2.29K
|
3.13K
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-16- 0.2% |
$2.04K - $2.61K
|
8.17K
$941K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-17- 0.83% |
$2.17K - $2.78K
|
2.03K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18- 0.15% |
$2.3K - $2.94K
|
11.7K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 3.54% |
$2.3K - $2.94K
|
491
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 54.55% |
$2.3K - $2.94K
|
15
$1.73K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-18- 0.6% |
$2.3K - $2.94K
|
2.98K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-19- 0.22% |
$2.43K - $3.1K
|
8.81K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-20- 1.09% |
$2.55K - $3.27K
|
1.81K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 45.45% |
$2.55K - $3.27K
|
24
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-20- 0.95% |
$2.55K - $3.27K
|
2.09K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-22- 2.31% |
$2.81K - $3.59K
|
929
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-22- 3.05% |
$2.81K - $3.59K
|
700
$80.6K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-22- 1.15% |
$2.81K - $3.59K
|
1.89K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-22- 0.38% |
$2.81K - $3.59K
|
5.8K
$668K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-25- 0.12% |
$3.19K - $4.08K
|
21.1K
$2.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.52% |
$3.19K - $4.08K
|
4.81K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-25- 0.6% |
$3.19K - $4.08K
|
4.14K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 1.17% |
$3.19K - $4.08K
|
2.11K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-25- 0.73% |
$3.19K - $4.08K
|
3.42K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26- 3.81% |
$3.32K - $4.25K
|
657
$75.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-27- 0.55% |
$3.45K - $4.41K
|
4.84K
$558K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-28- 33.73% |
$3.57K - $4.57K
|
55
$6.34K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-30- 1.8% |
$3.83K - $4.9K
|
1.64K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-30- 0.78% |
$3.83K - $4.9K
|
3.83K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 4.22% |
$3.83K - $4.9K
|
681
$78.4K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-30- 0.18% |
$3.83K - $4.9K
|
16.6K
$1.91M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 0.08% |
$3.83K - $4.9K
|
38.6K
$4.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-31- 1.69% |
$3.96K - $5.06K
|
1.8K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 3.01% |
$3.96K - $5.06K
|
999
$115K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32- 0.75% |
$4.09K - $5.23K
|
4.21K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-33- 1.84% |
$4.21K - $5.39K
|
1.76K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.1% |
$4.21K - $5.39K
|
2.96K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-33- 1.15% |
$4.21K - $5.39K
|
2.85K
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.94% |
$4.47K - $5.72K
|
1.77K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 27.69% |
$4.6K - $5.88K
|
94
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-36- 1.36% |
$4.6K - $5.88K
|
2.6K
$300K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-36- 0.21% |
$4.6K - $5.88K
|
17.1K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-37- 2.18% |
$4.72K - $6.04K
|
1.66K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-38- 0.97% |
$4.85K - $6.21K
|
3.88K
$447K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 6.19% |
$4.85K - $6.21K
|
576
$66.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-39- 3.08% |
$4.98K - $6.37K
|
1.23K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-40- 1.71% |
$5.11K - $6.53K
|
2.3K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-41- 2.67% |
$5.23K - $6.7K
|
1.5K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-41- 0.14% |
$5.23K - $6.7K
|
28.8K
$3.32M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-41- 32.54% |
$5.23K - $6.7K
|
85
$9.79K
|