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 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-180- 11.86% |
$23K - $29.4K
|
1.34K
$175K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-182- 2.37% |
$23.2K - $29.7K
|
7.51K
$980K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-184- 6.86% |
$23.5K - $30.1K
|
2.5K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 27.5% |
$23.5K - $30.1K
|
485
$63.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-185- 1.06% |
$23.6K - $30.2K
|
17.3K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-187- 4.26% |
$23.9K - $30.5K
|
4.2K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-189- 18.21% |
$24.1K - $30.9K
|
849
$111K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-190- 3.65% |
$24.3K - $31K
|
5.01K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-190- 1.64% |
$24.3K - $31K
|
11.4K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-190- 1.69% |
$24.3K - $31K
|
11.1K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-195- 4.53% |
$24.9K - $31.9K
|
4.11K
$536K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-196- 9.73% |
$25K - $32K
|
1.82K
$237K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-200- 1.92% |
$25.5K - $32.7K
|
10.2K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-200- 9.13% |
$25.5K - $32.7K
|
1.99K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 3.78% |
$25.5K - $32.7K
|
5.09K
$664K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-201- 5.67% |
$25.7K - $32.8K
|
3.35K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-204- 5.59% |
$26K - $33.3K
|
3.44K
$449K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-205- 11.01% |
$26.2K - $33.5K
|
1.66K
$216K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-208- 5.96% |
$26.6K - $34K
|
3.28K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-209- 2.67% |
$26.7K - $34.1K
|
7.63K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-209- 4.45% |
$26.7K - $34.1K
|
4.49K
$585K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-210- 4.46% |
$26.8K - $34.3K
|
4.5K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-210- 0.09% |
$26.8K - $34.3K
|
246K
$32.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-213- 2.24% |
$27.2K - $34.8K
|
9.32K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 4.79% |
$27.4K - $35.1K
|
4.28K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-216- 0.6% |
$27.6K - $35.3K
|
36.1K
$4.71M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-218- 4.46% |
$27.8K - $35.6K
|
4.67K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-218- 2.29% |
$27.8K - $35.6K
|
9.31K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-221- 1.02% |
$28.2K - $36.1K
|
21.5K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-222- 0.49% |
$28.3K - $36.3K
|
45.4K
$5.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-229- 8.48% |
$29.2K - $37.4K
|
2.47K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-229- 10.5% |
$29.2K - $37.4K
|
1.95K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-232- 4.33% |
$29.6K - $37.9K
|
5.12K
$668K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-235- 3.58% |
$30K - $38.4K
|
6.34K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-235- 2.19% |
$30K - $38.4K
|
10.5K
$1.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-236- 5.02% |
$30.1K - $38.5K
|
4.46K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-238- 3.88% |
$30.4K - $38.9K
|
5.9K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$178K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-243- 3.59% |
$31K - $39.7K
|
6.52K
$851K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-243- 1.35% |
$31K - $39.7K
|
17.8K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-243- 2.28% |
$31K - $39.7K
|
10.4K
$1.36M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-245- 2.78% |
$31.3K - $40K
|
8.55K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-248- 13.54% |
$31.7K - $40.5K
|
1.58K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-250- 3.42% |
$31.9K - $40.8K
|
7.06K
$922K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-250- 28.8% |
$31.9K - $40.8K
|
618
$80.7K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-250- 5.4% |
$31.9K - $40.8K
|
4.38K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-250- 7.61% |
$31.9K - $40.8K
|
3.04K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-250- 9.72% |
$31.9K - $40.8K
|
2.32K
$303K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-254- 27.02% |
$32.4K - $41.5K
|
686
$89.5K
|