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 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 9.48% |
$129K - $165K
|
9.64K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.01K- 14.46% |
$129K - $166K
|
6K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.01K- 25.32% |
$129K - $166K
|
2.99K
$330K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.03K- 31.01% |
$131K - $168K
|
2.29K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.03K- 0.52% |
$132K - $168K
|
197K
$21.7M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.04K- 3.42% |
$133K - $170K
|
29.4K
$3.24M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.05K- 14.68% |
$134K - $172K
|
6.11K
$674K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 0.44% |
$135K - $172K
|
236K
$26.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.06K- 16.94% |
$135K - $173K
|
5.2K
$574K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.06K- 92.51% |
$136K - $173K
|
86
$9.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.1K- 5.75% |
$140K - $180K
|
18K
$1.99M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.1K- 13.69% |
$141K - $180K
|
6.94K
$766K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.11K- 2.49% |
$141K - $181K
|
43.3K
$4.78M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.12K- 13.0% |
$142K - $182K
|
7.47K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 6.06% |
$144K - $184K
|
17.4K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.15K- 7.09% |
$147K - $188K
|
15.1K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.16K- 1.31% |
$147K - $189K
|
87.2K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.16K- 1.76% |
$148K - $190K
|
65K
$7.17M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.17K- 30.82% |
$149K - $190K
|
2.62K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.17K- 3.53% |
$149K - $190K
|
31.8K
$3.51M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 1.46% |
$153K - $196K
|
81.1K
$8.96M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.2K- 21.89% |
$153K - $196K
|
4.28K
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.2K- 1.33% |
$153K - $196K
|
88.9K
$9.82M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.21K- 2.47% |
$154K - $197K
|
47.7K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.22K- 48.82% |
$155K - $199K
|
1.28K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.23K- 12.37% |
$158K - $202K
|
8.74K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.24K- 52.5% |
$158K - $203K
|
1.12K
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.28K- 2.24% |
$164K - $210K
|
55.9K
$6.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.29K- 34.5% |
$164K - $210K
|
2.44K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 50.33% |
$165K - $211K
|
1.28K
$141K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.31K- 3.69% |
$167K - $213K
|
34.1K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 24.75% |
$168K - $215K
|
4K
$441K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.32K- 2.71% |
$168K - $215K
|
47.4K
$5.23M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.33K- 11.17% |
$170K - $218K
|
10.6K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 0.57% |
$171K - $219K
|
234K
$25.8M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.38K- 14.2% |
$176K - $226K
|
8.35K
$921K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.39K- 5.96% |
$178K - $228K
|
22K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-1.4K- 1.35% |
$178K - $228K
|
102K
$11.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.4K- 1.81% |
$178K - $228K
|
75.7K
$8.35M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.41K- 3.18% |
$181K - $231K
|
43K
$4.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.42K- 47.76% |
$181K - $231K
|
1.55K
$171K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 3.46% |
$181K - $231K
|
39.5K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.43K- 0.23% |
$183K - $234K
|
632K
$69.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.44K- 3.43% |
$184K - $236K
|
40.7K
$4.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.45K- 33.72% |
$185K - $237K
|
2.85K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.48K- 9.47% |
$189K - $242K
|
14.2K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 10.75% |
$191K - $244K
|
12.4K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.5K- 17.81% |
$192K - $245K
|
6.92K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.53K- 3.55% |
$195K - $250K
|
41.6K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 51.43% |
$197K - $252K
|
1.46K
$161K
|