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 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.68K- 8.71% |
$342K - $437K
|
28.1K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.73K- 0.98% |
$348K - $445K
|
274K
$30.3M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.77K- 50.05% |
$353K - $452K
|
2.76K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.77K- 1.65% |
$354K - $453K
|
166K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.84K- 1.08% |
$363K - $464K
|
261K
$28.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.85K- 43.53% |
$363K - $465K
|
3.69K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.86K- 3.33% |
$365K - $466K
|
83K
$9.16M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2.86K- 95.02% |
$365K - $467K
|
150
$16.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.87K- 50.52% |
$366K - $469K
|
2.81K
$310K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.87K- 37.13% |
$367K - $469K
|
4.86K
$537K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.88K- 2.49% |
$367K - $470K
|
113K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.91K- 5.54% |
$371K - $475K
|
49.6K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3K- 36.14% |
$383K - $490K
|
5.3K
$585K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.02K- 27.11% |
$385K - $492K
|
8.11K
$895K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.02K- 2.34% |
$386K - $494K
|
126K
$13.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.04K- 58.05% |
$388K - $496K
|
2.2K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.05K- 29.56% |
$389K - $498K
|
7.26K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.09K- 5.56% |
$395K - $505K
|
52.6K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.1K- 15.77% |
$395K - $506K
|
16.5K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.19K- 12.13% |
$407K - $521K
|
23.1K
$2.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 35.0% |
$408K - $522K
|
5.94K
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-3.21K- 4.47% |
$410K - $525K
|
68.7K
$7.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.25K- 4.74% |
$415K - $532K
|
65.4K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.3K- 31.73% |
$421K - $539K
|
7.1K
$784K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.33K- 6.31% |
$425K - $544K
|
49.5K
$5.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.33K- 48.46% |
$426K - $545K
|
3.55K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.4K- 13.28% |
$434K - $555K
|
22.2K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.43K- 12.76% |
$438K - $561K
|
23.5K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.49K- 51.86% |
$445K - $570K
|
3.24K
$357K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.62K- 5.79% |
$462K - $591K
|
58.8K
$6.5M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.66K- 43.37% |
$467K - $597K
|
4.78K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.76K- 2.86% |
$480K - $614K
|
127K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.8K- 5.9% |
$485K - $620K
|
60.5K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.86K- 28.05% |
$492K - $630K
|
9.9K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.94K- 90.05% |
$503K - $643K
|
435
$48K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.07K- 10.59% |
$520K - $665K
|
34.4K
$3.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.15K- 14.44% |
$529K - $677K
|
24.6K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$13.7M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.33K- 6.82% |
$553K - $708K
|
59.2K
$6.54M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-4.34K- 3.91% |
$554K - $708K
|
106K
$11.7M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.44K- 6.58% |
$567K - $726K
|
63.1K
$6.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.48K- 64.89% |
$572K - $732K
|
2.43K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.52K- 14.55% |
$578K - $739K
|
26.6K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.62K- 2.86% |
$589K - $754K
|
157K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-4.7K- 2.24% |
$601K - $768K
|
205K
$22.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.73K- 5.72% |
$604K - $773K
|
78K
$8.61M
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.73K- 1.82% |
$604K - $773K
|
255K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5K- 34.48% |
$638K - $817K
|
9.5K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.1K- 18.73% |
$651K - $833K
|
22.1K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.16K- 10.24% |
$659K - $843K
|
45.2K
$4.99M
|