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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-804- 25.96% |
$109K - $139K
|
2.29K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-812- 7.22% |
$110K - $140K
|
10.4K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-814- 0.76% |
$111K - $141K
|
106K
$12.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-854- 24.21% |
$116K - $147K
|
2.67K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-874- 1.13% |
$119K - $151K
|
76.4K
$9.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-876- 1.7% |
$119K - $151K
|
50.7K
$6.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-893- 23.51% |
$121K - $154K
|
2.91K
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-899- 21.39% |
$122K - $155K
|
3.3K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-900- 8.63% |
$122K - $155K
|
9.53K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-913- 24.26% |
$124K - $158K
|
2.85K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-933- 17.94% |
$127K - $161K
|
4.27K
$522K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-946- 10.15% |
$129K - $163K
|
8.37K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-949- 3.75% |
$129K - $164K
|
24.4K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-950- 8.28% |
$129K - $164K
|
10.5K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-955- 3.31% |
$130K - $165K
|
27.9K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-984- 2.59% |
$134K - $170K
|
37K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 4.0% |
$136K - $173K
|
24K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1K- 19.44% |
$136K - $173K
|
4.15K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1K- 10.42% |
$136K - $173K
|
8.6K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.01K- 8.01% |
$137K - $174K
|
11.6K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 9.27% |
$138K - $175K
|
9.93K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.02K- 6.39% |
$139K - $177K
|
15K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.02K- 1.13% |
$139K - $177K
|
89.2K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.03K- 12.73% |
$140K - $178K
|
7.08K
$864K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.05K- 0.45% |
$142K - $180K
|
232K
$28.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.06K- 3.13% |
$144K - $183K
|
32.8K
$4.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.08K- 4.58% |
$146K - $186K
|
22.4K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.08K- 3.45% |
$147K - $187K
|
30.2K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 18.51% |
$148K - $188K
|
4.8K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.16K- 1.08% |
$158K - $200K
|
106K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.19K- 13.77% |
$162K - $206K
|
7.46K
$911K
|
|
|
Aug 09, 2024
Q2 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.19K- 17.51% |
$162K - $206K
|
5.62K
$687K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.26K- 38.75% |
$170K - $217K
|
1.98K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.28K- 1.35% |
$173K - $221K
|
93.1K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.28K- 1.44% |
$173K - $221K
|
87.7K
$10.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.3K- 8.1% |
$177K - $225K
|
14.8K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 10.35% |
$177K - $225K
|
11.3K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 8.77% |
$180K - $228K
|
13.8K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.34K- 3.06% |
$181K - $231K
|
42.3K
$5.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.34K- 1.21% |
$182K - $232K
|
110K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 4.72% |
$186K - $236K
|
27.6K
$3.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.38K- 4.7% |
$188K - $239K
|
28K
$3.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.39K- 1.46% |
$189K - $240K
|
93.5K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.4K- 5.97% |
$191K - $242K
|
22.1K
$2.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 6.87% |
$192K - $244K
|
19.1K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 14.82% |
$192K - $245K
|
8.14K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.45K- 8.98% |
$197K - $251K
|
14.7K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.47K- 20.45% |
$200K - $255K
|
5.73K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.48K- 8.71% |
$201K - $256K
|
15.5K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.5K- 27.27% |
$204K - $259K
|
4K
$489K
|