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 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-367- 8.6% |
$49.9K - $63.4K
|
3.9K
$476K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-371- 2.85% |
$50.4K - $64.1K
|
12.6K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-373- 19.76% |
$50.7K - $64.4K
|
1.52K
$185K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-375- 51.8% |
$50.9K - $64.8K
|
349
$42.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-376- 6.29% |
$51.1K - $64.9K
|
5.6K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-376- 14.03% |
$51.1K - $64.9K
|
2.3K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-387- 14.5% |
$52.6K - $66.8K
|
2.28K
$279K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-389- 11.19% |
$52.8K - $67.2K
|
3.09K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 1.06% |
$53K - $67.4K
|
36.4K
$4.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-392- 9.49% |
$53.3K - $67.7K
|
3.74K
$457K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-393- 2.25% |
$53.4K - $67.9K
|
17.1K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-393- 8.21% |
$53.4K - $67.9K
|
4.39K
$537K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-399- 13.15% |
$54.2K - $68.9K
|
2.64K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-400- 7.96% |
$54.3K - $69.1K
|
4.62K
$565K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-400- 15.23% |
$54.3K - $69.1K
|
2.23K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-402- 1.38% |
$54.6K - $69.4K
|
28.7K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-405- 1.44% |
$55K - $69.9K
|
27.6K
$3.38M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-406- 20.47% |
$55.2K - $70.1K
|
1.58K
$193K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-407- 4.08% |
$55.3K - $70.3K
|
9.58K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-410- 8.0% |
$55.7K - $70.8K
|
4.71K
$576K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-415- 1.09% |
$56.4K - $71.7K
|
37.8K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-421- 2.04% |
$57.2K - $72.7K
|
20.2K
$2.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-425- 0.85% |
$57.7K - $73.4K
|
49.7K
$6.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-425- 0.81% |
$57.7K - $73.4K
|
52K
$6.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-435- 17.01% |
$59.1K - $75.1K
|
2.12K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-435- 5.75% |
$59.1K - $75.1K
|
7.13K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-447- 20.3% |
$60.7K - $77.2K
|
1.76K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-450- 2.71% |
$61.1K - $77.7K
|
16.2K
$1.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-451- 1.95% |
$61.3K - $77.9K
|
22.6K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-456- 2.5% |
$61.9K - $78.8K
|
17.8K
$2.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-461- 6.72% |
$62.6K - $79.6K
|
6.4K
$781K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-461- 12.11% |
$62.6K - $79.6K
|
3.35K
$409K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-468- 3.11% |
$63.6K - $80.8K
|
14.6K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-472- 1.85% |
$64.1K - $81.5K
|
25K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-480- 1.45% |
$65.2K - $82.9K
|
32.7K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-491- 12.53% |
$66.7K - $84.8K
|
3.43K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-493- 4.25% |
$67K - $85.1K
|
11.1K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-498- 23.45% |
$67.7K - $86K
|
1.63K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-498- 8.62% |
$67.7K - $86K
|
5.28K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-499- 23.71% |
$67.8K - $86.2K
|
1.61K
$196K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-500- 7.84% |
$67.9K - $86.4K
|
5.88K
$718K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-500- 7.31% |
$67.9K - $86.4K
|
6.34K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 2.09% |
$67.9K - $86.4K
|
23.4K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-503- 0.85% |
$68.3K - $86.9K
|
58.3K
$7.13M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-507- 7.3% |
$68.9K - $87.6K
|
6.44K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-514- 11.08% |
$69.8K - $88.8K
|
4.13K
$504K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-516- 3.64% |
$70.1K - $89.1K
|
13.7K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-524- 5.74% |
$71.2K - $90.5K
|
8.6K
$1.05M
|