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 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-43- 0.96% |
$5.84K - $7.43K
|
4.42K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-43- 1.5% |
$5.84K - $7.43K
|
2.83K
$349K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 5.78% |
$5.98K - $7.6K
|
717
$88.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-44- 14.24% |
$5.98K - $7.6K
|
265
$32.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.35% |
$6.11K - $7.77K
|
3.3K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-45- 1.41% |
$6.11K - $7.77K
|
3.16K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-46- 1.22% |
$6.25K - $7.94K
|
3.72K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-46- 0.67% |
$6.25K - $7.94K
|
6.84K
$843K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-46- 0.67% |
$6.25K - $7.94K
|
6.84K
$843K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-46- 3.12% |
$6.25K - $7.94K
|
1.43K
$176K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-47- 2.04% |
$6.38K - $8.12K
|
2.26K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-48- 1.48% |
$6.52K - $8.29K
|
3.2K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-49- 2.8% |
$6.66K - $8.46K
|
1.7K
$209K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-49- 1.52% |
$6.66K - $8.46K
|
3.18K
$392K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$179K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-50- 1.6% |
$6.79K - $8.64K
|
3.07K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-50- 0.29% |
$6.79K - $8.64K
|
17.2K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.56% |
$6.79K - $8.64K
|
850
$105K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.48% |
$6.79K - $8.64K
|
10.4K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.83% |
$6.79K - $8.64K
|
6K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 2.17% |
$6.79K - $8.64K
|
2.25K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 1.84% |
$6.79K - $8.64K
|
2.67K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51- 1.33% |
$6.93K - $8.81K
|
3.79K
$467K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-51- 3.37% |
$6.93K - $8.81K
|
1.46K
$181K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 11.53% |
$7.06K - $8.98K
|
399
$49.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-52- 0.44% |
$7.06K - $8.98K
|
11.9K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-54- 0.32% |
$7.34K - $9.33K
|
16.9K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-55- 0.43% |
$7.47K - $9.5K
|
12.6K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-56- 3.54% |
$7.61K - $9.67K
|
1.53K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-60- 21.66% |
$8.15K - $10.4K
|
217
$26.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-60- 1.86% |
$8.15K - $10.4K
|
3.17K
$391K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-60- 1.33% |
$8.15K - $10.4K
|
4.44K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 1.5% |
$8.15K - $10.4K
|
3.94K
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-62- 3.62% |
$8.42K - $10.7K
|
1.65K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-63- 98.44% |
$8.56K - $10.9K
|
1
$123
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-63- 3.21% |
$8.56K - $10.9K
|
1.9K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-63- 1.81% |
$8.56K - $10.9K
|
3.42K
$422K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-65- 1.35% |
$8.83K - $11.2K
|
4.74K
$585K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-65- 0.26% |
$8.83K - $11.2K
|
24.5K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-68- 3.3% |
$9.24K - $11.7K
|
2K
$246K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-69- 2.93% |
$9.37K - $11.9K
|
2.29K
$282K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-69- 2.0% |
$9.37K - $11.9K
|
3.39K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-71- 0.36% |
$9.65K - $12.3K
|
19.8K
$2.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-72- 4.0% |
$9.78K - $12.4K
|
1.73K
$213K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-74- 43.79% |
$10.1K - $12.8K
|
95
$11.7K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-74- 0.74% |
$10.1K - $12.8K
|
9.99K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-74- 1.27% |
$10.1K - $12.8K
|
5.77K
$711K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-75- 2.73% |
$10.2K - $13K
|
2.67K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-75- 1.48% |
$10.2K - $13K
|
4.99K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-75- 8.96% |
$10.2K - $13K
|
762
$94K
|