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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
105+ 0.62% |
$14.3K - $18.1K
|
17.2K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
104New |
$14.1K - $18K
|
104
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
102+ 0.52% |
$13.9K - $17.6K
|
19.9K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
101+ 0.82% |
$13.7K - $17.4K
|
12.5K
$1.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 0.99% |
$13.6K - $17.3K
|
10.2K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$13.6K - $17.3K
|
100
$12.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 7.91% |
$13.6K - $17.3K
|
1.36K
$167K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
97+ 1.46% |
$13.2K - $16.8K
|
6.73K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 0.46% |
$13K - $16.6K
|
21.2K
$2.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
95+ 3.05% |
$12.9K - $16.4K
|
3.21K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
95+ 1.0% |
$12.9K - $16.4K
|
9.57K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
95+ 1.56% |
$12.9K - $16.4K
|
6.2K
$757K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
93+ 1.82% |
$12.6K - $16.1K
|
5.2K
$635K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 52.3% |
$12.4K - $15.7K
|
265
$32.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91+ 5.6% |
$12.4K - $15.7K
|
1.72K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
91+ 0.78% |
$12.4K - $15.7K
|
11.8K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
90New |
$12.2K - $15.5K
|
90
$11K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
86+ 4.31% |
$11.7K - $14.9K
|
2.08K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 0.9% |
$11.5K - $14.7K
|
9.52K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
83+ 237.14% |
$11.3K - $14.3K
|
118
$14.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 0.21% |
$11.3K - $14.3K
|
39.7K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
82+ 5.26% |
$11.1K - $14.2K
|
1.64K
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
77+ 1.8% |
$10.5K - $13.3K
|
4.36K
$533K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
76+ 4.59% |
$10.3K - $13.1K
|
1.73K
$212K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
76+ 4.83% |
$10.3K - $13.1K
|
1.65K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
75+ 3.92% |
$10.2K - $13K
|
1.99K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
75+ 159.57% |
$10.2K - $13K
|
122
$14.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
74+ 0.42% |
$10.1K - $12.8K
|
17.8K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
74+ 5.14% |
$10.1K - $12.8K
|
1.51K
$185K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 4.48% |
$9.65K - $12.3K
|
1.66K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
71New |
$9.65K - $12.3K
|
71
$8.67K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.55% |
$9.51K - $12.1K
|
12.9K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
67+ 2.68% |
$9.1K - $11.6K
|
2.57K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
67+ 4.07% |
$9.1K - $11.6K
|
1.71K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$9.1K - $11.6K
|
67
$8.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 6.11% |
$9.1K - $11.6K
|
1.16K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 4.05% |
$8.97K - $11.4K
|
1.7K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
66+ 2.37% |
$8.97K - $11.4K
|
2.85K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$8.83K - $11.2K
|
65
$7.94K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
65+ 0.65% |
$8.83K - $11.2K
|
10K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
65+ 32.5% |
$8.83K - $11.2K
|
265
$32.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
65+ 3.26% |
$8.83K - $11.2K
|
2.06K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
62+ 1.55% |
$8.42K - $10.7K
|
4.06K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
61+ 3.56% |
$8.29K - $10.5K
|
1.77K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
60+ 0.92% |
$8.15K - $10.4K
|
6.58K
$804K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
60+ 0.83% |
$8.15K - $10.4K
|
7.26K
$887K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$8.15K - $10.4K
|
60
$7.33K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 4.12% |
$8.15K - $10.4K
|
1.52K
$185K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 2.66% |
$8.15K - $10.4K
|
2.31K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
59+ 3.4% |
$8.02K - $10.2K
|
1.79K
$219K
|