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 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.32K- 2.71% |
$168K - $215K
|
47.4K
$6.18M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.33K- 11.17% |
$170K - $218K
|
10.6K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 0.57% |
$171K - $219K
|
234K
$30.6M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.38K- 14.2% |
$176K - $226K
|
8.35K
$1.09M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.39K- 5.96% |
$178K - $228K
|
22K
$2.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-1.4K- 1.35% |
$178K - $228K
|
102K
$13.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.4K- 1.81% |
$178K - $228K
|
75.7K
$9.87M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.41K- 3.18% |
$181K - $231K
|
43K
$5.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.42K- 47.76% |
$181K - $231K
|
1.55K
$202K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 3.46% |
$181K - $231K
|
39.5K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.43K- 0.23% |
$183K - $234K
|
632K
$82.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.44K- 3.43% |
$184K - $236K
|
40.7K
$5.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.45K- 33.72% |
$185K - $237K
|
2.85K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.48K- 9.47% |
$189K - $242K
|
14.2K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 10.75% |
$191K - $244K
|
12.4K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.5K- 17.81% |
$192K - $245K
|
6.92K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.53K- 3.55% |
$195K - $250K
|
41.6K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 51.43% |
$197K - $252K
|
1.46K
$190K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.55K- 7.37% |
$198K - $253K
|
19.4K
$2.54M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.56K- 3.98% |
$199K - $255K
|
37.7K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-1.56K- 0.51% |
$199K - $255K
|
305K
$39.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.57K- 48.15% |
$200K - $256K
|
1.69K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 6.74% |
$204K - $261K
|
22.1K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 6.02% |
$204K - $261K
|
25K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.6K- 53.79% |
$205K - $262K
|
1.38K
$180K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.64K- 6.03% |
$209K - $268K
|
25.6K
$3.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.65K- 6.3% |
$210K - $269K
|
24.5K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.66K- 46.83% |
$212K - $271K
|
1.89K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.66K- 26.18% |
$212K - $272K
|
4.69K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.43% |
$214K - $273K
|
24.4K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.67K- 3.14% |
$214K - $273K
|
51.7K
$6.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.69K- 26.24% |
$215K - $276K
|
4.74K
$619K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.71K- 3.63% |
$218K - $279K
|
45.4K
$5.93M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.73K- 20.14% |
$220K - $282K
|
6.84K
$893K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.76K- 6.96% |
$225K - $287K
|
23.5K
$3.07M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.77K- 12.38% |
$225K - $288K
|
12.5K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.79K- 79.4% |
$228K - $292K
|
463
$60.4K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.82K- 4.31% |
$232K - $297K
|
40.5K
$5.28M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.84K- 9.11% |
$235K - $301K
|
18.4K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.89K- 6.37% |
$241K - $309K
|
27.8K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.89K- 13.19% |
$242K - $309K
|
12.5K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.9K- 2.45% |
$243K - $310K
|
75.6K
$9.86M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.95K- 2.02% |
$249K - $318K
|
94.4K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.95K- 2.15% |
$249K - $319K
|
88.9K
$11.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.99K- 3.82% |
$254K - $325K
|
50.2K
$6.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2.02K- 1.84% |
$258K - $330K
|
108K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.06K- 2.12% |
$262K - $336K
|
94.9K
$12.4M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-2.09K- 27.69% |
$267K - $342K
|
5.46K
$713K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.12K- 3.79% |
$271K - $347K
|
53.8K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.15K- 48.58% |
$275K - $352K
|
2.28K
$297K
|