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 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-8.39K- 9.38% |
$1.07M - $1.37M
|
81K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.39K- 10.29% |
$1.07M - $1.37M
|
73.1K
$9.54M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-8.7K- 5.21% |
$1.11M - $1.42M
|
158K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.8K- 7.37% |
$1.12M - $1.44M
|
111K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.96K- 9.03% |
$1.14M - $1.46M
|
90.3K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9K- 36.02% |
$1.15M - $1.47M
|
16K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.37K- 11.29% |
$1.2M - $1.53M
|
73.6K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-9.72K- 15.25% |
$1.24M - $1.59M
|
54K
$7.05M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.79K- 27.56% |
$1.25M - $1.6M
|
25.7K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.85K- 28.95% |
$1.26M - $1.61M
|
24.2K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.91K- 2.68% |
$1.26M - $1.62M
|
359K
$46.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.92K- 23.47% |
$1.27M - $1.62M
|
32.4K
$4.22M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.1K- 61.85% |
$1.28M - $1.64M
|
6.2K
$809K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.1K- 4.38% |
$1.3M - $1.66M
|
221K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.3K- 14.8% |
$1.31M - $1.68M
|
59.3K
$7.73M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-10.5K- 4.0% |
$1.33M - $1.71M
|
251K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10.5K- 1.11% |
$1.35M - $1.72M
|
942K
$123M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 4.05% |
$1.38M - $1.76M
|
256K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 11.32% |
$1.4M - $1.79M
|
86K
$11.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.2K- 36.17% |
$1.43M - $1.82M
|
19.7K
$2.57M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-11.2K- 14.68% |
$1.43M - $1.82M
|
64.9K
$8.48M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.3K- 73.8% |
$1.45M - $1.85M
|
4.03K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.6K- 88.84% |
$1.48M - $1.9M
|
1.46K
$190K
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-11.9K- 39.86% |
$1.51M - $1.94M
|
17.9K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12K- 6.7% |
$1.53M - $1.96M
|
167K
$21.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-12K- 33.33% |
$1.53M - $1.96M
|
24K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.1K- 16.52% |
$1.54M - $1.97M
|
60.9K
$7.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.4K- 18.29% |
$1.59M - $2.03M
|
55.5K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12.4K- 4.72% |
$1.59M - $2.03M
|
251K
$32.8M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12.5K- 31.88% |
$1.59M - $2.03M
|
26.6K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5KClosed |
$1.6M - $2.05M
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.7K- 13.97% |
$1.62M - $2.07M
|
78.2K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-13.1K- 2.45% |
$1.68M - $2.15M
|
524K
$68.3M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-13.7K- 91.52% |
$1.74M - $2.23M
|
1.26K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.7K- 99.95% |
$1.75M - $2.24M
|
7
$914
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-14.3K- 14.96% |
$1.83M - $2.34M
|
81.3K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-15.2K- 48.32% |
$1.94M - $2.49M
|
16.3K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-15.3K- 0.78% |
$1.95M - $2.5M
|
1.95M
$255M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-16.1K- 88.71% |
$2.06M - $2.63M
|
2.05K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-16.2K- 5.01% |
$2.07M - $2.65M
|
307K
$40.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.5K- 1.97% |
$2.1M - $2.69M
|
818K
$107M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-16.7K- 57.0% |
$2.13M - $2.73M
|
12.6K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-16.9K- 13.18% |
$2.16M - $2.76M
|
111K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.1K- 0.58% |
$2.18M - $2.79M
|
2.91M
$379M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-17.7K- 75.72% |
$2.26M - $2.9M
|
5.69K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.9K- 74.21% |
$2.29M - $2.92M
|
6.22K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.8K- 4.21% |
$2.4M - $3.07M
|
427K
$55.7M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-19.7K- 3.27% |
$2.51M - $3.22M
|
583K
$76.1M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-19.8K- 29.6% |
$2.53M - $3.24M
|
47.1K
$6.15M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-20.2K- 33.21% |
$2.57M - $3.29M
|
40.5K
$5.29M
|