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 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.91K- 5.17% |
$396K - $503K
|
53.5K
$6.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.97K- 34.28% |
$403K - $513K
|
5.69K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.99K- 24.5% |
$406K - $516K
|
9.21K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 7.74% |
$415K - $528K
|
36.5K
$4.45M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.2K- 72.73% |
$435K - $553K
|
1.2K
$147K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-3.27K- 2.2% |
$444K - $564K
|
145K
$17.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.45K- 1.32% |
$468K - $595K
|
257K
$31.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.46K- 34.07% |
$470K - $597K
|
6.69K
$817K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.58K- 16.45% |
$486K - $617K
|
18.2K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 6.9% |
$489K - $621K
|
48.6K
$5.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-3.62K- 40.93% |
$492K - $625K
|
5.23K
$638K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.75K- 14.07% |
$509K - $647K
|
22.9K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.9K- 51.15% |
$530K - $674K
|
3.73K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.92K- 1.09% |
$532K - $676K
|
356K
$43.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.95K- 2.43% |
$536K - $682K
|
158K
$19.4M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.01K- 1.52% |
$545K - $693K
|
259K
$31.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.06K- 48.36% |
$551K - $701K
|
4.33K
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.07K- 12.72% |
$553K - $703K
|
27.9K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.08K- 2.46% |
$554K - $705K
|
162K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.1K- 22.4% |
$557K - $708K
|
14.2K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.1K- 4.56% |
$558K - $709K
|
85.9K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.16K- 54.57% |
$565K - $718K
|
3.46K
$423K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.25K- 10.81% |
$577K - $734K
|
35K
$4.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.3K- 68.51% |
$585K - $743K
|
1.98K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.36K- 48.54% |
$592K - $753K
|
4.62K
$565K
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.45K- 0.39% |
$604K - $768K
|
1.14M
$140M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.53K- 10.03% |
$616K - $783K
|
40.7K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.63K- 4.88% |
$628K - $799K
|
90.2K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.7KClosed |
$638K - $811K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.75K- 0.41% |
$645K - $820K
|
1.15M
$140M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.86K- 1.14% |
$660K - $839K
|
422K
$51.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.87K- 22.18% |
$662K - $841K
|
17.1K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.94K- 4.3% |
$671K - $854K
|
110K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.02K- 67.18% |
$682K - $867K
|
2.45K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.03K- 4.93% |
$683K - $868K
|
96.9K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.11K- 7.65% |
$694K - $882K
|
61.7K
$7.53M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.11K- 7.19% |
$694K - $882K
|
66K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.11K- 25.05% |
$694K - $883K
|
15.3K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.18K- 6.03% |
$704K - $895K
|
80.8K
$9.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-5.28K- 26.14% |
$717K - $912K
|
14.9K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.28K- 90.51% |
$718K - $912K
|
554
$67.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.29K- 16.96% |
$718K - $913K
|
25.9K
$3.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-5.41K- 65.01% |
$735K - $934K
|
2.91K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-5.48K- 19.3% |
$745K - $947K
|
22.9K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.6K- 41.74% |
$761K - $967K
|
7.82K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.65K- 17.27% |
$768K - $976K
|
27.1K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.77K- 7.86% |
$784K - $997K
|
67.7K
$8.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.9K- 17.17% |
$802K - $1.02M
|
28.5K
$3.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-5.97K- 23.93% |
$811K - $1.03M
|
19K
$2.32M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-6.2KClosed |
$842K - $1.07M
|
0
$0
|