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 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-204- 2.48% |
$27.7K - $35.2K
|
8.01K
$979K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-205- 1.41% |
$27.8K - $35.4K
|
14.3K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-209- 0.66% |
$28.4K - $36.1K
|
31.4K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-209- 2.77% |
$28.4K - $36.1K
|
7.33K
$896K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-215- 0.33% |
$29.2K - $37.1K
|
64.7K
$7.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-216- 6.18% |
$29.3K - $37.3K
|
3.28K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$819K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-217- 3.42% |
$29.5K - $37.5K
|
6.12K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-218- 5.18% |
$29.6K - $37.7K
|
3.99K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-231- 2.09% |
$31.4K - $39.9K
|
10.8K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-231- 3.73% |
$31.4K - $39.9K
|
5.96K
$728K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-235- 1.19% |
$31.9K - $40.6K
|
19.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-235- 0.61% |
$31.9K - $40.6K
|
38.2K
$4.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-238- 3.91% |
$32.3K - $41.1K
|
5.84K
$714K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-246- 14.68% |
$33.4K - $42.5K
|
1.43K
$175K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-250- 2.83% |
$34K - $43.2K
|
8.59K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-254- 0.65% |
$34.5K - $43.9K
|
39K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 15.64% |
$34.6K - $44K
|
1.38K
$168K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-255- 13.75% |
$34.6K - $44K
|
1.6K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-260- 6.02% |
$35.3K - $44.9K
|
4.06K
$496K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-264- 7.05% |
$35.9K - $45.6K
|
3.48K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-270- 14.37% |
$36.7K - $46.6K
|
1.61K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 7.9% |
$36.7K - $46.6K
|
3.15K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-275- 1.36% |
$37.4K - $47.5K
|
19.9K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-282- 13.39% |
$38.3K - $48.7K
|
1.82K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-288- 11.84% |
$39.1K - $49.7K
|
2.15K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-290- 8.72% |
$39.4K - $50.1K
|
3.04K
$371K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-293- 0.13% |
$39.8K - $50.6K
|
226K
$27.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-297- 1.41% |
$40.3K - $51.3K
|
20.7K
$2.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-297- 7.86% |
$40.3K - $51.3K
|
3.48K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-304- 12.35% |
$41.3K - $52.5K
|
2.16K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-313- 2.64% |
$42.5K - $54.1K
|
11.5K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-315- 5.72% |
$42.8K - $54.4K
|
5.19K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-324- 18.4% |
$44K - $56K
|
1.44K
$176K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-326- 4.95% |
$44.3K - $56.3K
|
6.26K
$765K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-330- 4.04% |
$44.8K - $57K
|
7.84K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-331- 0.88% |
$45K - $57.2K
|
37.3K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-334- 2.5% |
$45.4K - $57.7K
|
13K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-335- 4.24% |
$45.5K - $57.9K
|
7.56K
$924K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-336- 4.55% |
$45.6K - $58K
|
7.04K
$860K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-339- 1.39% |
$46.1K - $58.5K
|
24.1K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-345- 2.23% |
$46.9K - $59.6K
|
15.1K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-347- 1.1% |
$47.1K - $59.9K
|
31.1K
$3.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-348- 8.5% |
$47.3K - $60.1K
|
3.75K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-350- 3.58% |
$47.5K - $60.4K
|
9.43K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-352- 5.87% |
$47.8K - $60.8K
|
5.65K
$690K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-355- 1.25% |
$48.2K - $61.3K
|
28K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-363- 4.87% |
$49.3K - $62.7K
|
7.09K
$866K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-365- 11.13% |
$49.6K - $63K
|
2.91K
$356K
|