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 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-127- 4.26% |
$17.3K - $21.9K
|
2.86K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-128- 6.33% |
$17.4K - $22.1K
|
1.89K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-129- 6.92% |
$17.5K - $22.3K
|
1.73K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-130- 0.56% |
$17.7K - $22.5K
|
23.2K
$2.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-134- 0.47% |
$18.2K - $23.1K
|
28.1K
$3.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-134- 1.45% |
$18.2K - $23.1K
|
9.14K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-134- 1.27% |
$18.2K - $23.1K
|
10.4K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-135- 2.21% |
$18.3K - $23.3K
|
5.97K
$730K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-135- 1.11% |
$18.3K - $23.3K
|
12K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 4.07% |
$18.7K - $23.8K
|
3.25K
$397K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-139- 2.78% |
$18.9K - $24K
|
4.86K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-140- 2.17% |
$19K - $24.2K
|
6.32K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-141- 1.3% |
$19.2K - $24.4K
|
10.7K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-144- 8.02% |
$19.6K - $24.9K
|
1.65K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-144- 3.14% |
$19.6K - $24.9K
|
4.44K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-145- 3.06% |
$19.7K - $25K
|
4.59K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-149- 8.07% |
$20.2K - $25.7K
|
1.7K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 2.24% |
$20.4K - $25.9K
|
6.55K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 5.84% |
$20.4K - $25.9K
|
2.42K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 1.93% |
$20.4K - $25.9K
|
7.63K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 6.82% |
$20.4K - $25.9K
|
2.05K
$250K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-150- 2.59% |
$20.4K - $25.9K
|
5.65K
$690K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-152- 1.11% |
$20.6K - $26.3K
|
13.5K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153- 3.59% |
$20.8K - $26.4K
|
4.11K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-153- 0.19% |
$20.8K - $26.4K
|
78.8K
$9.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-156- 0.5% |
$21.2K - $26.9K
|
30.9K
$3.77M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-160- 6.23% |
$21.7K - $27.6K
|
2.41K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$194K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-166- 19.79% |
$22.6K - $28.7K
|
673
$82.2K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-170- 7.43% |
$23.1K - $29.4K
|
2.12K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-172- 4.26% |
$23.4K - $29.7K
|
3.87K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-174- 5.85% |
$23.6K - $30.1K
|
2.8K
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-175- 2.33% |
$23.8K - $30.2K
|
7.33K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-175- 2.68% |
$23.8K - $30.2K
|
6.35K
$775K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-175- 2.26% |
$23.8K - $30.2K
|
7.56K
$924K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-176- 0.31% |
$23.9K - $30.4K
|
57.2K
$6.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-177- 6.25% |
$24K - $30.6K
|
2.65K
$324K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-182- 9.12% |
$24.7K - $31.4K
|
1.81K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-183- 0.75% |
$24.9K - $31.6K
|
24.3K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-186- 4.15% |
$25.3K - $32.1K
|
4.3K
$525K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-187- 7.32% |
$25.4K - $32.3K
|
2.37K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-189- 4.08% |
$25.7K - $32.6K
|
4.44K
$542K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-189- 4.41% |
$25.7K - $32.6K
|
4.1K
$501K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-190- 0.51% |
$25.8K - $32.8K
|
37.3K
$4.56M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-192- 8.53% |
$26.1K - $33.2K
|
2.06K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-196- 3.28% |
$26.6K - $33.9K
|
5.79K
$707K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-200- 5.98% |
$27.2K - $34.5K
|
3.14K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 1.11% |
$27.2K - $34.5K
|
17.8K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-200- 0.13% |
$27.2K - $34.5K
|
156K
$19M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-200- 6.87% |
$27.2K - $34.5K
|
2.71K
$331K
|