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 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-42- 1.72% |
$5.36K - $6.86K
|
2.4K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-42- 0.71% |
$5.36K - $6.86K
|
5.84K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 0.33% |
$5.36K - $6.86K
|
12.9K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-43- 1.07% |
$5.49K - $7.02K
|
3.97K
$457K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-44- 0.54% |
$5.62K - $7.19K
|
8.08K
$930K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-44- 2.96% |
$5.62K - $7.19K
|
1.44K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-45- 73.77% |
$5.75K - $7.35K
|
16
$1.84K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.18% |
$5.75K - $7.35K
|
3.76K
$434K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-46- 2.38% |
$5.87K - $7.51K
|
1.89K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.8% |
$5.87K - $7.51K
|
1.6K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-47- 1.95% |
$6K - $7.68K
|
2.36K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.85% |
$6.13K - $7.84K
|
773
$89K
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-48- 0.04% |
$6.13K - $7.84K
|
109K
$12.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50- 2.2% |
$6.38K - $8.17K
|
2.22K
$256K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 1.96% |
$6.38K - $8.17K
|
2.51K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-50- 1.82% |
$6.38K - $8.17K
|
2.7K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 0.48% |
$6.38K - $8.17K
|
10.4K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-51- 1.6% |
$6.51K - $8.33K
|
3.14K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52- 32.1% |
$6.64K - $8.49K
|
110
$12.7K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 3.22% |
$6.64K - $8.49K
|
1.56K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-53- 0.17% |
$6.77K - $8.66K
|
31.3K
$3.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-54- 1.08% |
$6.89K - $8.82K
|
4.94K
$569K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-55- 0.34% |
$7.02K - $8.98K
|
16K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-57- 1.41% |
$7.28K - $9.31K
|
3.99K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-57- 4.73% |
$7.28K - $9.31K
|
1.15K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-58- 26.13% |
$7.4K - $9.47K
|
164
$18.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.44% |
$7.66K - $9.8K
|
2.4K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 1.77% |
$7.66K - $9.8K
|
3.32K
$383K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-61- 1.1% |
$7.79K - $9.96K
|
5.47K
$630K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 3.37% |
$7.79K - $9.96K
|
1.75K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-61- 2.19% |
$7.79K - $9.96K
|
2.73K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-65- 17.96% |
$8.3K - $10.6K
|
297
$34.2K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-65- 1.06% |
$8.3K - $10.6K
|
6.05K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-65- 9.63% |
$8.3K - $10.6K
|
610
$70.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-66- 0.53% |
$8.43K - $10.8K
|
12.3K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-66- 4.24% |
$8.43K - $10.8K
|
1.49K
$172K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-67- 4.0% |
$8.55K - $10.9K
|
1.61K
$185K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-69- 3.99% |
$8.81K - $11.3K
|
1.66K
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-69- 1.8% |
$8.81K - $11.3K
|
3.76K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-70- 1.63% |
$8.94K - $11.4K
|
4.23K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-70- 1.23% |
$8.94K - $11.4K
|
5.63K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-72- 4.37% |
$9.19K - $11.8K
|
1.58K
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-75- 1.86% |
$9.58K - $12.3K
|
3.96K
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-75- 3.84% |
$9.58K - $12.3K
|
1.88K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 42.86% |
$9.58K - $12.3K
|
100
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-79- 0.54% |
$10.1K - $12.9K
|
14.5K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-80- 2.5% |
$10.2K - $13.1K
|
3.12K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-80- 1.03% |
$10.2K - $13.1K
|
7.67K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-82- 2.62% |
$10.5K - $13.4K
|
3.04K
$351K
|