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 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.51% |
$3.4K - $4.32K
|
4.97K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
25+ 0.05% |
$3.4K - $4.32K
|
48K
$5.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
24+ 0.25% |
$3.26K - $4.15K
|
9.63K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
24+ 1.23% |
$3.26K - $4.15K
|
1.98K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
23+ 1.35% |
$3.12K - $3.97K
|
1.72K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
23+ 0.45% |
$3.12K - $3.97K
|
5.09K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 14.01% |
$2.99K - $3.8K
|
179
$21.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.85K - $3.63K
|
21
$2.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.36% |
$2.72K - $3.45K
|
1.5K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
19+ 0.86% |
$2.58K - $3.28K
|
2.23K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.43% |
$2.45K - $3.11K
|
4.23K
$517K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
17+ 0.24% |
$2.31K - $2.94K
|
6.96K
$850K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
16+ 0.34% |
$2.17K - $2.76K
|
4.74K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
16+ 400.0% |
$2.17K - $2.76K
|
20
$2.44K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15+ 0.89% |
$2.04K - $2.59K
|
1.7K
$207K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.66% |
$2.04K - $2.59K
|
2.29K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
15+ 0.6% |
$2.04K - $2.59K
|
2.51K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
15+ 0.66% |
$2.04K - $2.59K
|
2.29K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.83% |
$2.04K - $2.59K
|
1.82K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
15New |
$2.04K - $2.59K
|
15
$1.83K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14+ 0.6% |
$1.9K - $2.42K
|
2.36K
$288K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.9K - $2.42K
|
14
$1.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13+ 0.07% |
$1.77K - $2.25K
|
17.7K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 3.32% |
$1.77K - $2.25K
|
404
$49.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 2.43% |
$1.77K - $2.25K
|
548
$66.9K
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
12+ 0.05% |
$1.63K - $2.07K
|
24.3K
$2.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
12+ 0.3% |
$1.63K - $2.07K
|
3.96K
$484K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
12+ 1.01% |
$1.63K - $2.07K
|
1.21K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.61% |
$1.49K - $1.9K
|
1.8K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 15.07% |
$1.49K - $1.9K
|
84
$10.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.77% |
$1.49K - $1.9K
|
1.44K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11+ 0.64% |
$1.49K - $1.9K
|
1.74K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 0.31% |
$1.36K - $1.73K
|
3.28K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 1.29% |
$1.36K - $1.73K
|
783
$95.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.3% |
$1.22K - $1.55K
|
3.05K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.47% |
$1.22K - $1.55K
|
1.91K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.12% |
$1.22K - $1.55K
|
7.83K
$956K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 60.0% |
$1.22K - $1.55K
|
24
$2.93K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.72% |
$1.09K - $1.38K
|
1.12K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.94% |
$1.09K - $1.38K
|
857
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8+ 0.11% |
$1.09K - $1.38K
|
7.4K
$904K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
7+ 0.14% |
$951 - $1.21K
|
4.85K
$592K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7+ 0.08% |
$951 - $1.21K
|
9.23K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 2.36% |
$951 - $1.21K
|
304
$37.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 0.36% |
$815 - $1.04K
|
1.67K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.82% |
$815 - $1.04K
|
740
$90.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6+ 0.03% |
$815 - $1.04K
|
22.2K
$2.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.85% |
$679 - $864
|
593
$72.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.26% |
$679 - $864
|
1.96K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.18% |
$679 - $864
|
2.84K
$347K
|