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 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-900- 4.36% |
$115K - $147K
|
19.8K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-905- 3.56% |
$116K - $148K
|
24.5K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-918- 0.13% |
$117K - $150K
|
712K
$92.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-923- 3.85% |
$118K - $151K
|
23.1K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-924- 19.96% |
$118K - $151K
|
3.71K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-926- 2.45% |
$118K - $151K
|
36.9K
$4.82M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-939- 16.24% |
$120K - $153K
|
4.84K
$632K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-942- 16.14% |
$120K - $154K
|
4.89K
$639K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-950- 0.99% |
$121K - $155K
|
94.9K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-950- 1.04% |
$121K - $155K
|
90K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-973- 30.39% |
$124K - $159K
|
2.23K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-983- 24.47% |
$125K - $161K
|
3.03K
$396K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-992- 30.07% |
$127K - $162K
|
2.31K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1K- 33.33% |
$128K - $163K
|
2K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1K- 1.39% |
$128K - $163K
|
71.1K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 1.29% |
$128K - $163K
|
76.3K
$9.95M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01K- 38.11% |
$128K - $164K
|
1.63K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.01K- 4.05% |
$129K - $165K
|
23.9K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 9.48% |
$129K - $165K
|
9.64K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.01K- 14.46% |
$129K - $166K
|
6K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.01K- 25.32% |
$129K - $166K
|
2.99K
$390K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.03K- 31.01% |
$131K - $168K
|
2.29K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.03K- 0.52% |
$132K - $168K
|
197K
$25.7M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.04K- 3.42% |
$133K - $170K
|
29.4K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.05K- 14.68% |
$134K - $172K
|
6.11K
$797K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 0.44% |
$135K - $172K
|
236K
$30.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.06K- 16.94% |
$135K - $173K
|
5.2K
$679K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.06K- 92.51% |
$136K - $173K
|
86
$11.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.1K- 5.75% |
$140K - $180K
|
18K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.1K- 13.69% |
$141K - $180K
|
6.94K
$906K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.11K- 2.49% |
$141K - $181K
|
43.3K
$5.66M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.12K- 13.0% |
$142K - $182K
|
7.47K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 6.06% |
$144K - $184K
|
17.4K
$2.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.15K- 7.09% |
$147K - $188K
|
15.1K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.16K- 1.31% |
$147K - $189K
|
87.2K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.16K- 1.76% |
$148K - $190K
|
65K
$8.48M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.17K- 30.82% |
$149K - $190K
|
2.62K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.17K- 3.53% |
$149K - $190K
|
31.8K
$4.15M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 1.46% |
$153K - $196K
|
81.1K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.2K- 21.89% |
$153K - $196K
|
4.28K
$559K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.2K- 1.33% |
$153K - $196K
|
88.9K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.21K- 2.47% |
$154K - $197K
|
47.7K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.22K- 48.82% |
$155K - $199K
|
1.28K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.23K- 12.37% |
$158K - $202K
|
8.74K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.24K- 52.5% |
$158K - $203K
|
1.12K
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.28K- 2.24% |
$164K - $210K
|
55.9K
$7.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.29K- 34.5% |
$164K - $210K
|
2.44K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 50.33% |
$165K - $211K
|
1.28K
$166K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.31K- 3.69% |
$167K - $213K
|
34.1K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 24.75% |
$168K - $215K
|
4K
$521K
|