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 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.09% |
$272 - $345
|
2.34K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$194K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.19% |
$272 - $345
|
1.07K
$132K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- -0.0% |
$272 - $345
|
51.7K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-2- 0.01% |
$272 - $345
|
17.1K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2- 0.03% |
$272 - $345
|
7.62K
$940K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2- 0.01% |
$272 - $345
|
26.2K
$3.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.09% |
$272 - $345
|
2.13K
$263K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2- 0.03% |
$272 - $345
|
7.62K
$940K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.75% |
$408 - $518
|
397
$49K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.07% |
$543 - $691
|
5.54K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-4- 0.1% |
$543 - $691
|
3.92K
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.2% |
$543 - $691
|
1.99K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 2.44% |
$543 - $691
|
160
$19.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.11% |
$543 - $691
|
3.66K
$451K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5- 0.29% |
$679 - $864
|
1.73K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.1% |
$679 - $864
|
4.96K
$611K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 5.21% |
$679 - $864
|
91
$11.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5- 0.25% |
$679 - $864
|
1.97K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.01% |
$679 - $864
|
71.6K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$679 - $864
|
6.55K
$807K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-7- 0.45% |
$951 - $1.21K
|
1.54K
$190K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 2.66% |
$951 - $1.21K
|
256
$31.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7- 0.19% |
$951 - $1.21K
|
3.73K
$460K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-7- 3.24% |
$951 - $1.21K
|
209
$25.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7- 0.11% |
$951 - $1.21K
|
6.46K
$797K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.18% |
$951 - $1.21K
|
3.93K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-7- 0.35% |
$951 - $1.21K
|
2K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 0.45% |
$1.22K - $1.55K
|
1.99K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-10- 0.5% |
$1.36K - $1.73K
|
1.99K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-11- 0.4% |
$1.49K - $1.9K
|
2.72K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-11- 0.29% |
$1.49K - $1.9K
|
3.81K
$470K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-12- 0.62% |
$1.63K - $2.07K
|
1.92K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 2.84% |
$1.63K - $2.07K
|
410
$50.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-12- 0.16% |
$1.63K - $2.07K
|
7.66K
$945K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-13- 0.26% |
$1.77K - $2.25K
|
5.04K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 1.98% |
$1.77K - $2.25K
|
644
$79.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.56% |
$1.77K - $2.25K
|
2.31K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.2% |
$1.77K - $2.25K
|
6.58K
$812K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13- 0.77% |
$1.77K - $2.25K
|
1.67K
$206K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 1.31% |
$1.9K - $2.42K
|
1.05K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-15- 0.15% |
$2.04K - $2.59K
|
10.2K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-15- 0.62% |
$2.04K - $2.59K
|
2.39K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-15- 0.61% |
$2.04K - $2.59K
|
2.43K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 1.04% |
$2.04K - $2.59K
|
1.43K
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 1.28% |
$2.04K - $2.59K
|
1.16K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 2.6% |
$2.04K - $2.59K
|
561
$69.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-15- 0.16% |
$2.04K - $2.59K
|
9.3K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$240K
|