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 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.76K- 2.86% |
$480K - $614K
|
127K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.8K- 5.9% |
$485K - $620K
|
60.5K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.86K- 28.05% |
$492K - $630K
|
9.9K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.94K- 90.05% |
$503K - $643K
|
435
$56.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.07K- 10.59% |
$520K - $665K
|
34.4K
$4.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.15K- 14.44% |
$529K - $677K
|
24.6K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$16.1M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.33K- 6.82% |
$553K - $708K
|
59.2K
$7.73M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-4.34K- 3.91% |
$554K - $708K
|
106K
$13.9M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.44K- 6.58% |
$567K - $726K
|
63.1K
$8.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.48K- 64.89% |
$572K - $732K
|
2.43K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.52K- 14.55% |
$578K - $739K
|
26.6K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.62K- 2.86% |
$589K - $754K
|
157K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-4.7K- 2.24% |
$601K - $768K
|
205K
$26.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.73K- 5.72% |
$604K - $773K
|
78K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.73K- 1.82% |
$604K - $773K
|
255K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5K- 34.48% |
$638K - $817K
|
9.5K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.1K- 18.73% |
$651K - $833K
|
22.1K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.16K- 10.24% |
$659K - $843K
|
45.2K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.29K- 73.15% |
$675K - $864K
|
1.94K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.32K- 5.32% |
$679K - $869K
|
94.8K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.33K- 11.95% |
$680K - $871K
|
39.3K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.39K- 23.55% |
$688K - $880K
|
17.5K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5.44K- 2.26% |
$694K - $888K
|
236K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.5K- 6.09% |
$702K - $898K
|
84.9K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.57K- 59.71% |
$711K - $910K
|
3.76K
$490K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-5.57K- 35.45% |
$711K - $910K
|
10.1K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.66K- 35.71% |
$722K - $924K
|
10.2K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.7K- 5.9% |
$727K - $930K
|
90.8K
$11.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.73K- 15.51% |
$731K - $935K
|
31.2K
$4.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.79K- 37.99% |
$739K - $945K
|
9.44K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.92K- 13.11% |
$756K - $968K
|
39.3K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.21K- 28.01% |
$793K - $1.01M
|
16K
$2.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-6.24K- 24.76% |
$797K - $1.02M
|
19K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.27K- 79.2% |
$800K - $1.02M
|
1.65K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.62K- 5.6% |
$845K - $1.08M
|
112K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.78K- 17.48% |
$865K - $1.11M
|
32K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.92K- 2.82% |
$883K - $1.13M
|
238K
$31.1M
|
|
|
May 15, 2024
Q1 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.15K- 38.26% |
$912K - $1.17M
|
11.5K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.3K- 25.55% |
$932K - $1.19M
|
21.3K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7.49K- 35.96% |
$956K - $1.22M
|
13.3K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.52K- 7.42% |
$960K - $1.23M
|
93.8K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-7.56K- 26.57% |
$965K - $1.23M
|
20.9K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-7.56K- 20.59% |
$965K - $1.23M
|
29.2K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-7.73K- 69.98% |
$987K - $1.26M
|
3.32K
$433K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.73K- 3.11% |
$987K - $1.26M
|
241K
$31.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-7.89K- 5.04% |
$1.01M - $1.29M
|
149K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.96K- 97.11% |
$1.02M - $1.3M
|
237
$30.9K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.18K- 29.85% |
$1.04M - $1.34M
|
19.2K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.26K- 45.27% |
$1.05M - $1.35M
|
9.99K
$1.3M
|