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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-422- 6.21% |
$53.9K - $68.9K
|
6.38K
$832K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 2.13% |
$54.3K - $69.4K
|
19.5K
$2.55M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-437- 3.22% |
$55.8K - $71.4K
|
13.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-440- 16.33% |
$56.2K - $71.9K
|
2.25K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-445- 14.59% |
$56.8K - $72.7K
|
2.61K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-446- 2.66% |
$56.9K - $72.8K
|
16.3K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-450- 1.89% |
$57.5K - $73.5K
|
23.3K
$3.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-450- 34.91% |
$57.5K - $73.5K
|
839
$109K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-451- 1.53% |
$57.6K - $73.7K
|
29.1K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-457- 20.54% |
$58.3K - $74.6K
|
1.77K
$231K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-463- 2.29% |
$59.1K - $75.6K
|
19.8K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-469- 11.95% |
$59.9K - $76.6K
|
3.46K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 50.21% |
$60K - $76.8K
|
466
$60.8K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-480- 5.44% |
$61.3K - $78.4K
|
8.34K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-487- 10.63% |
$62.2K - $79.5K
|
4.09K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-487- 4.61% |
$62.2K - $79.5K
|
10.1K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-487- 17.78% |
$62.2K - $79.5K
|
2.25K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-488- 19.81% |
$62.3K - $79.7K
|
1.98K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-497- 60.32% |
$63.5K - $81.2K
|
327
$42.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$13.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-500- 39.37% |
$63.8K - $81.7K
|
770
$100K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-500- 17.46% |
$63.8K - $81.7K
|
2.36K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-500- 0.44% |
$63.8K - $81.7K
|
112K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-500- 1.94% |
$63.8K - $81.7K
|
25.3K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-521- 2.08% |
$66.5K - $85.1K
|
24.6K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-523- 29.46% |
$66.8K - $85.4K
|
1.25K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-527- 7.18% |
$67.3K - $86.1K
|
6.81K
$889K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-535- 14.03% |
$68.3K - $87.4K
|
3.28K
$428K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-542- 8.99% |
$69.2K - $88.5K
|
5.49K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-550- 14.73% |
$70.2K - $89.8K
|
3.18K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-551- 3.42% |
$70.3K - $90K
|
15.6K
$2.03M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-551- 8.67% |
$70.3K - $90K
|
5.8K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-556- 19.37% |
$71K - $90.8K
|
2.31K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$2.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-566- 9.5% |
$72.3K - $92.5K
|
5.39K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-568- 20.51% |
$72.5K - $92.8K
|
2.2K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-570- 22.15% |
$72.8K - $93.1K
|
2K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-571- 6.79% |
$72.9K - $93.3K
|
7.84K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-575- 4.94% |
$73.4K - $93.9K
|
11.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-575- 18.28% |
$73.4K - $93.9K
|
2.57K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-592- 5.81% |
$75.6K - $96.7K
|
9.59K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-593- 1.17% |
$75.7K - $96.9K
|
50.2K
$6.55M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-598- 4.8% |
$76.3K - $97.7K
|
11.9K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-605- 19.73% |
$77.2K - $98.8K
|
2.46K
$321K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-607- 0.18% |
$77.5K - $99.1K
|
335K
$43.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-617- 13.83% |
$78.8K - $101K
|
3.85K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-619- 2.15% |
$79K - $101K
|
28.2K
$3.68M
|