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 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-620- 10.23% |
$79.2K - $101K
|
5.44K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-624- 1.55% |
$79.7K - $102K
|
39.6K
$5.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-628- 10.27% |
$80.2K - $103K
|
5.49K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-641- 0.6% |
$81.8K - $105K
|
107K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-648- 2.75% |
$82.7K - $106K
|
22.9K
$2.99M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-659- 0.97% |
$84.1K - $108K
|
67.6K
$8.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-673- 7.95% |
$85.9K - $110K
|
7.8K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-681- 1.26% |
$86.9K - $111K
|
53.3K
$6.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-683- 6.81% |
$87.2K - $112K
|
9.34K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-685- 2.13% |
$87.5K - $112K
|
31.4K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-685- 3.05% |
$87.5K - $112K
|
21.8K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-687- 3.47% |
$87.7K - $112K
|
19.1K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-694- 24.73% |
$88.6K - $113K
|
2.11K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-699- 9.66% |
$89.2K - $114K
|
6.54K
$853K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-703- 33.78% |
$89.8K - $115K
|
1.38K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-706- 0.84% |
$90.1K - $115K
|
83K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-721- 5.55% |
$92.1K - $118K
|
12.3K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-726- 31.77% |
$92.7K - $119K
|
1.56K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-732- 3.5% |
$93.5K - $120K
|
20.2K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-735- 20.27% |
$93.8K - $120K
|
2.89K
$377K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-736- 96.21% |
$94K - $120K
|
29
$3.78K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-737- 1.68% |
$94.1K - $120K
|
43K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-748- 7.42% |
$95.5K - $122K
|
9.33K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-768- 8.06% |
$98.1K - $125K
|
8.77K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-768- 64.54% |
$98.1K - $125K
|
422
$55.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-784- 10.71% |
$100K - $128K
|
6.54K
$853K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-784- 2.24% |
$100K - $128K
|
34.2K
$4.46M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-785- 7.46% |
$100K - $128K
|
9.73K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-790- 4.45% |
$101K - $129K
|
17K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-795- 4.52% |
$101K - $130K
|
16.8K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-797- 0.87% |
$102K - $130K
|
90.4K
$11.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-799- 9.12% |
$102K - $131K
|
7.97K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-800- 22.21% |
$102K - $131K
|
2.8K
$366K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-801- 6.01% |
$102K - $131K
|
12.5K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-804- 16.03% |
$103K - $131K
|
4.21K
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-810- 16.4% |
$103K - $132K
|
4.13K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-840- 5.89% |
$107K - $137K
|
13.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-849- 1.59% |
$108K - $139K
|
52.6K
$6.86M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-850- 1.37% |
$109K - $139K
|
61.1K
$7.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-857- 2.47% |
$109K - $140K
|
33.9K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-858- 4.96% |
$110K - $140K
|
16.4K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-859- 2.39% |
$110K - $140K
|
35.1K
$4.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-865- 12.92% |
$110K - $141K
|
5.83K
$761K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-869- 24.15% |
$111K - $142K
|
2.73K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-870- 6.84% |
$111K - $142K
|
11.9K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-876- 37.24% |
$112K - $143K
|
1.48K
$193K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-882- 2.95% |
$113K - $144K
|
29K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-882- 78.89% |
$113K - $144K
|
236
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-888- 2.64% |
$113K - $145K
|
32.7K
$4.27M
|