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 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-127- 1.93% |
$16.2K - $20.7K
|
6.46K
$713K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-129- 2.23% |
$16.5K - $21.1K
|
5.67K
$625K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-130- 1.16% |
$16.6K - $21.2K
|
11K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-130- 1.36% |
$16.6K - $21.2K
|
9.44K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-130- 1.13% |
$16.6K - $21.2K
|
11.4K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-132- 6.24% |
$16.9K - $21.6K
|
1.98K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 8.77% |
$17.2K - $22.1K
|
1.41K
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-135- 2.21% |
$17.2K - $22.1K
|
5.98K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-136- 4.92% |
$17.4K - $22.2K
|
2.63K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-137- 7.76% |
$17.5K - $22.4K
|
1.63K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-137- 1.02% |
$17.5K - $22.4K
|
13.3K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-138- 6.71% |
$17.6K - $22.5K
|
1.92K
$212K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-139- 0.84% |
$17.7K - $22.7K
|
16.5K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-140- 7.56% |
$17.9K - $22.9K
|
1.71K
$189K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-148- 3.61% |
$18.9K - $24.2K
|
3.95K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-148- 1.62% |
$18.9K - $24.2K
|
8.98K
$991K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 24.96% |
$19.2K - $24.5K
|
451
$49.8K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-150- 0.31% |
$19.2K - $24.5K
|
48K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-150- 7.36% |
$19.2K - $24.5K
|
1.89K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-151- 2.11% |
$19.3K - $24.7K
|
7K
$772K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-151- 7.17% |
$19.3K - $24.7K
|
1.96K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-152- 4.31% |
$19.4K - $24.8K
|
3.38K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-152- 2.59% |
$19.4K - $24.8K
|
5.71K
$631K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-152- 6.68% |
$19.4K - $24.8K
|
2.12K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-154- 22.35% |
$19.7K - $25.2K
|
535
$59K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-160- 8.68% |
$20.4K - $26.1K
|
1.68K
$186K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-161- 0.53% |
$20.6K - $26.3K
|
30.3K
$3.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162- 12.71% |
$20.7K - $26.5K
|
1.11K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-164- 0.57% |
$20.9K - $26.8K
|
28.4K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-165- 0.25% |
$21.1K - $27K
|
64.9K
$7.16M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-165- 7.38% |
$21.1K - $27K
|
2.07K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-171- 5.43% |
$21.8K - $27.9K
|
2.98K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-175- 5.75% |
$22.3K - $28.6K
|
2.87K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-179- 3.66% |
$22.9K - $29.2K
|
4.71K
$520K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-180- 1.7% |
$23K - $29.4K
|
10.4K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-180- 11.86% |
$23K - $29.4K
|
1.34K
$148K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-182- 2.37% |
$23.2K - $29.7K
|
7.51K
$829K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-184- 6.86% |
$23.5K - $30.1K
|
2.5K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 27.5% |
$23.5K - $30.1K
|
485
$53.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-185- 1.06% |
$23.6K - $30.2K
|
17.3K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-187- 4.26% |
$23.9K - $30.5K
|
4.2K
$464K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-189- 18.21% |
$24.1K - $30.9K
|
849
$93.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-190- 3.65% |
$24.3K - $31K
|
5.01K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-190- 1.64% |
$24.3K - $31K
|
11.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-190- 1.69% |
$24.3K - $31K
|
11.1K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-195- 4.53% |
$24.9K - $31.9K
|
4.11K
$454K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-196- 9.73% |
$25K - $32K
|
1.82K
$201K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-200- 1.92% |
$25.5K - $32.7K
|
10.2K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-200- 9.13% |
$25.5K - $32.7K
|
1.99K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 3.78% |
$25.5K - $32.7K
|
5.09K
$561K
|