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 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.3K- 7.6% |
$2.59M - $3.31M
|
246K
$32.2M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.6K- 6.46% |
$2.63M - $3.36M
|
298K
$38.9M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-21.1K- 10.49% |
$2.69M - $3.44M
|
180K
$23.5M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.8K- 29.49% |
$2.78M - $3.56M
|
52.1K
$6.79M
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-21.8K- 70.84% |
$2.79M - $3.56M
|
8.98K
$1.17M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 1.97% |
$2.89M - $3.7M
|
1.13M
$147M
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-23.5K- 7.4% |
$3M - $3.84M
|
294K
$38.4M
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23.9K- 79.55% |
$3.05M - $3.9M
|
6.15K
$802K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.9K- 20.07% |
$3.06M - $3.91M
|
95.3K
$12.4M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-24.2K- 9.42% |
$3.09M - $3.95M
|
233K
$30.4M
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-24.8K- 8.33% |
$3.16M - $4.04M
|
272K
$35.6M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24.9K- 82.98% |
$3.18M - $4.06M
|
5.11K
$666K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25K- 65.84% |
$3.19M - $4.08M
|
13K
$1.69M
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-26.1K- 9.02% |
$3.33M - $4.27M
|
263K
$34.4M
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-26.9K- 7.41% |
$3.43M - $4.39M
|
336K
$43.8M
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-28.8K- 75.01% |
$3.68M - $4.71M
|
9.61K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-29.1K- 54.49% |
$3.72M - $4.75M
|
24.3K
$3.17M
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-30.1K- 6.89% |
$3.85M - $4.92M
|
407K
$53.2M
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-30.3K- 25.19% |
$3.87M - $4.95M
|
90K
$11.7M
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.5K- 3.49% |
$3.89M - $4.98M
|
842K
$110M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-31.9K- 71.75% |
$4.07M - $5.21M
|
12.6K
$1.64M
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-32.3K- 44.5% |
$4.12M - $5.27M
|
40.3K
$5.26M
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-33.9K- 16.81% |
$4.32M - $5.53M
|
168K
$21.9M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-34.5K- 20.14% |
$4.4M - $5.63M
|
137K
$17.8M
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.7K- 11.7% |
$4.43M - $5.67M
|
262K
$34.2M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-35.3K- 8.86% |
$4.51M - $5.76M
|
363K
$47.4M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-35.7K- 9.88% |
$4.56M - $5.83M
|
325K
$42.5M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.3K- 14.66% |
$4.64M - $5.94M
|
212K
$27.6M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-37.1K- 10.09% |
$4.74M - $6.06M
|
331K
$43.2M
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-37.5K- 44.23% |
$4.79M - $6.13M
|
47.3K
$6.17M
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-38.6K- 34.13% |
$4.93M - $6.3M
|
74.5K
$9.72M
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-39.1K- 37.83% |
$5M - $6.39M
|
64.3K
$8.4M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.6K- 90.04% |
$5.05M - $6.47M
|
4.38K
$572K
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-41.4K- 22.09% |
$5.28M - $6.75M
|
146K
$19M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.6K- 6.08% |
$5.31M - $6.79M
|
642K
$83.8M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-42.1K- 39.84% |
$5.37M - $6.87M
|
63.5K
$8.29M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42.2K- 82.07% |
$5.39M - $6.9M
|
9.23K
$1.2M
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-42.3K- 7.87% |
$5.4M - $6.91M
|
495K
$64.6M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-46.1K- 62.38% |
$5.89M - $7.54M
|
27.8K
$3.63M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-48.2K- 31.59% |
$6.16M - $7.88M
|
104K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.4K- 85.22% |
$6.31M - $8.08M
|
8.58K
$1.12M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-52.5K- 72.96% |
$6.7M - $8.57M
|
19.4K
$2.54M
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-55K- 35.35% |
$7.02M - $8.98M
|
101K
$13.1M
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-56.5K- 4.68% |
$7.22M - $9.23M
|
1.15M
$150M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-59.6K- 95.54% |
$7.61M - $9.74M
|
2.79K
$364K
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-59.9K- 17.87% |
$7.65M - $9.79M
|
275K
$35.9M
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-60K- 94.13% |
$7.66M - $9.8M
|
3.74K
$488K
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-61K- 22.56% |
$7.79M - $9.97M
|
209K
$27.3M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62.4K- 32.89% |
$7.97M - $10.2M
|
127K
$16.6M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.7K- 8.19% |
$8M - $10.2M
|
702K
$91.6M
|