Purchases and Sales Made in Q2 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
179+ 4.3% |
$24.3K - $30.9K
|
4.34K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
179+ 4.15% |
$24.3K - $30.9K
|
4.5K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
179+ 9.75% |
$24.3K - $30.9K
|
2.01K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
176+ 18.95% |
$23.9K - $30.4K
|
1.11K
$135K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
175+ 1.33% |
$23.8K - $30.2K
|
13.3K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
175+ 7.71% |
$23.8K - $30.2K
|
2.44K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
175+ 1.06% |
$23.8K - $30.2K
|
16.7K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
172+ 2.32% |
$23.4K - $29.7K
|
7.6K
$928K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
170+ 2.04% |
$23.1K - $29.4K
|
8.52K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
168+ 8.05% |
$22.8K - $29K
|
2.25K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
168+ 2.65% |
$22.8K - $29K
|
6.51K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
157+ 5.0% |
$21.3K - $27.1K
|
3.3K
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
155+ 3.36% |
$21.1K - $26.8K
|
4.77K
$582K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 3.9% |
$20.9K - $26.6K
|
4.11K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
153+ 9.47% |
$20.8K - $26.4K
|
1.77K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
152+ 7.37% |
$20.6K - $26.3K
|
2.21K
$270K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
150+ 8.61% |
$20.4K - $25.9K
|
1.89K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$20.4K - $25.9K
|
150
$18.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148+ 14.34% |
$20.1K - $25.6K
|
1.18K
$144K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
148+ 0.77% |
$20.1K - $25.6K
|
19.4K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
146+ 2.5% |
$19.8K - $25.2K
|
5.98K
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 2.62% |
$19.6K - $24.9K
|
5.63K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
142New |
$19.3K - $24.5K
|
142
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
138+ 1.25% |
$18.7K - $23.8K
|
11.2K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
137+ 4.32% |
$18.6K - $23.7K
|
3.31K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
132+ 8.7% |
$17.9K - $22.8K
|
1.65K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
132+ 1.9% |
$17.9K - $22.8K
|
7.09K
$866K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
131New |
$17.8K - $22.6K
|
131
$16K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
130+ 6.63% |
$17.7K - $22.5K
|
2.09K
$255K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
130+ 1.61% |
$17.7K - $22.5K
|
8.21K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
129+ 5.33% |
$17.5K - $22.3K
|
2.55K
$312K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
128+ 1.05% |
$17.4K - $22.1K
|
12.3K
$1.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
126+ 1.11% |
$17.1K - $21.8K
|
11.5K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 3.83% |
$17K - $21.6K
|
3.39K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
125+ 4.13% |
$17K - $21.6K
|
3.15K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
124New |
$16.8K - $21.4K
|
124
$15.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
123+ 7.54% |
$16.7K - $21.2K
|
1.76K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
121New |
$16.4K - $20.9K
|
121
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
120+ 1.29% |
$16.3K - $20.7K
|
9.43K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
119+ 1.14% |
$16.2K - $20.6K
|
10.6K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
118+ 3.55% |
$16K - $20.4K
|
3.44K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
115+ 22.03% |
$15.6K - $19.9K
|
637
$77.8K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
112+ 0.61% |
$15.2K - $19.3K
|
18.5K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
111+ 0.26% |
$15.1K - $19.2K
|
43.1K
$5.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
110+ 2.2% |
$14.9K - $19K
|
5.12K
$625K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
110+ 1.02% |
$14.9K - $19K
|
10.9K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
108+ 5.99% |
$14.7K - $18.7K
|
1.91K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
107+ 3.01% |
$14.5K - $18.5K
|
3.66K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
107+ 1.53% |
$14.5K - $18.5K
|
7.11K
$868K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
105+ 0.54% |
$14.3K - $18.1K
|
19.5K
$2.39M
|