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
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-201- 5.67% |
$25.7K - $32.8K
|
3.35K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-204- 5.59% |
$26K - $33.3K
|
3.44K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-205- 11.01% |
$26.2K - $33.5K
|
1.66K
$183K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$186K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-208- 5.96% |
$26.6K - $34K
|
3.28K
$362K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-209- 2.67% |
$26.7K - $34.1K
|
7.63K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-209- 4.45% |
$26.7K - $34.1K
|
4.49K
$495K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-210- 4.46% |
$26.8K - $34.3K
|
4.5K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-210- 0.09% |
$26.8K - $34.3K
|
246K
$27.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-213- 2.24% |
$27.2K - $34.8K
|
9.32K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 4.79% |
$27.4K - $35.1K
|
4.28K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-216- 0.6% |
$27.6K - $35.3K
|
36.1K
$3.98M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-218- 4.46% |
$27.8K - $35.6K
|
4.67K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-218- 2.29% |
$27.8K - $35.6K
|
9.31K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-221- 1.02% |
$28.2K - $36.1K
|
21.5K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-222- 0.49% |
$28.3K - $36.3K
|
45.4K
$5.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-229- 8.48% |
$29.2K - $37.4K
|
2.47K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-229- 10.5% |
$29.2K - $37.4K
|
1.95K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-232- 4.33% |
$29.6K - $37.9K
|
5.12K
$565K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-235- 3.58% |
$30K - $38.4K
|
6.34K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-235- 2.19% |
$30K - $38.4K
|
10.5K
$1.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-236- 5.02% |
$30.1K - $38.5K
|
4.46K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-238- 3.88% |
$30.4K - $38.9K
|
5.9K
$651K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-243- 3.59% |
$31K - $39.7K
|
6.52K
$720K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-243- 1.35% |
$31K - $39.7K
|
17.8K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-243- 2.28% |
$31K - $39.7K
|
10.4K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-248- 13.54% |
$31.7K - $40.5K
|
1.58K
$175K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-250- 3.42% |
$31.9K - $40.8K
|
7.06K
$780K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-250- 28.8% |
$31.9K - $40.8K
|
618
$68.2K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-250- 5.4% |
$31.9K - $40.8K
|
4.38K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-250- 7.61% |
$31.9K - $40.8K
|
3.04K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-250- 9.72% |
$31.9K - $40.8K
|
2.32K
$256K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-254- 27.02% |
$32.4K - $41.5K
|
686
$75.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-255- 5.27% |
$32.6K - $41.7K
|
4.58K
$506K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-259- 2.43% |
$33.1K - $42.3K
|
10.4K
$1.15M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-259- 8.37% |
$33.1K - $42.3K
|
2.83K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-260- 5.2% |
$33.2K - $42.5K
|
4.74K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-261- 2.19% |
$33.3K - $42.6K
|
11.7K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-276- 6.29% |
$35.2K - $45.1K
|
4.11K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-276- 2.26% |
$35.2K - $45.1K
|
11.9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-280- 3.65% |
$35.7K - $45.7K
|
7.4K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-281- 1.14% |
$35.9K - $45.9K
|
24.4K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-281- 2.02% |
$35.9K - $45.9K
|
13.6K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-283- 8.99% |
$36.1K - $46.2K
|
2.87K
$316K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 1.42% |
$37.8K - $48.3K
|
20.6K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-298- 4.46% |
$38K - $48.7K
|
6.38K
$704K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-300- 19.43% |
$38.3K - $49K
|
1.24K
$137K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-300- 2.23% |
$38.3K - $49K
|
13.2K
$1.45M
|