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 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-488- 19.81% |
$62.3K - $79.7K
|
1.98K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-497- 60.32% |
$63.5K - $81.2K
|
327
$36.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$11.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-500- 39.37% |
$63.8K - $81.7K
|
770
$85K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-500- 17.46% |
$63.8K - $81.7K
|
2.36K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-500- 0.44% |
$63.8K - $81.7K
|
112K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-500- 1.94% |
$63.8K - $81.7K
|
25.3K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-521- 2.08% |
$66.5K - $85.1K
|
24.6K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-523- 29.46% |
$66.8K - $85.4K
|
1.25K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-527- 7.18% |
$67.3K - $86.1K
|
6.81K
$752K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-535- 14.03% |
$68.3K - $87.4K
|
3.28K
$362K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-542- 8.99% |
$69.2K - $88.5K
|
5.49K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-550- 14.73% |
$70.2K - $89.8K
|
3.18K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-551- 3.42% |
$70.3K - $90K
|
15.6K
$1.72M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-551- 8.67% |
$70.3K - $90K
|
5.8K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-556- 19.37% |
$71K - $90.8K
|
2.31K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-566- 9.5% |
$72.3K - $92.5K
|
5.39K
$595K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-568- 20.51% |
$72.5K - $92.8K
|
2.2K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-570- 22.15% |
$72.8K - $93.1K
|
2K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-571- 6.79% |
$72.9K - $93.3K
|
7.84K
$865K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-575- 4.94% |
$73.4K - $93.9K
|
11.1K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-575- 18.28% |
$73.4K - $93.9K
|
2.57K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-592- 5.81% |
$75.6K - $96.7K
|
9.59K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-593- 1.17% |
$75.7K - $96.9K
|
50.2K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-598- 4.8% |
$76.3K - $97.7K
|
11.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-605- 19.73% |
$77.2K - $98.8K
|
2.46K
$272K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-607- 0.18% |
$77.5K - $99.1K
|
335K
$37M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-617- 13.83% |
$78.8K - $101K
|
3.85K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-619- 2.15% |
$79K - $101K
|
28.2K
$3.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-620- 10.23% |
$79.2K - $101K
|
5.44K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-624- 1.55% |
$79.7K - $102K
|
39.6K
$4.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-628- 10.27% |
$80.2K - $103K
|
5.49K
$606K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-641- 0.6% |
$81.8K - $105K
|
107K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-648- 2.75% |
$82.7K - $106K
|
22.9K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-659- 0.97% |
$84.1K - $108K
|
67.6K
$7.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-673- 7.95% |
$85.9K - $110K
|
7.8K
$861K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-681- 1.26% |
$86.9K - $111K
|
53.3K
$5.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-683- 6.81% |
$87.2K - $112K
|
9.34K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-685- 2.13% |
$87.5K - $112K
|
31.4K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-685- 3.05% |
$87.5K - $112K
|
21.8K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-687- 3.47% |
$87.7K - $112K
|
19.1K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-694- 24.73% |
$88.6K - $113K
|
2.11K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-699- 9.66% |
$89.2K - $114K
|
6.54K
$721K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-703- 33.78% |
$89.8K - $115K
|
1.38K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-706- 0.84% |
$90.1K - $115K
|
83K
$9.16M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-721- 5.55% |
$92.1K - $118K
|
12.3K
$1.36M
|