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 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
14.4K+ 4.29% |
$1.96M - $2.49M
|
350K
$43.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 16.99% |
$1.92M - $2.44M
|
97.4K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
13.6KNew |
$1.85M - $2.35M
|
13.6K
$1.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.6K+ 143.49% |
$1.84M - $2.34M
|
23K
$2.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
13.4K+ 22.82% |
$1.82M - $2.32M
|
72.2K
$8.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.2K+ 5.5% |
$1.79M - $2.27M
|
252K
$31.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 147.41% |
$1.72M - $2.18M
|
21.2K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.2K+ 12.1% |
$1.66M - $2.11M
|
113K
$13.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
12.1K+ 99.97% |
$1.64M - $2.09M
|
24.2K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12K+ 245.3% |
$1.63M - $2.07M
|
16.9K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11.8K+ 114.44% |
$1.61M - $2.04M
|
22.1K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.7K+ 3.93% |
$1.59M - $2.02M
|
309K
$38.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
11.6K+ 9.52% |
$1.57M - $2M
|
133K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
11.4K+ 15.56% |
$1.55M - $1.96M
|
84.5K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3K+ 64.74% |
$1.54M - $1.96M
|
28.9K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
11.2K+ 18.57% |
$1.53M - $1.94M
|
71.8K
$8.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.1K+ 38.01% |
$1.51M - $1.92M
|
40.4K
$4.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.9K+ 85.35% |
$1.48M - $1.88M
|
23.6K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 31.1% |
$1.43M - $1.82M
|
44.4K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$1.42M - $1.81M
|
10.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 451.55% |
$1.38M - $1.76M
|
12.4K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.1K+ 92145.45% |
$1.38M - $1.75M
|
10.1K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.98K+ 102.54% |
$1.36M - $1.72M
|
19.7K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.73K+ 18.18% |
$1.32M - $1.68M
|
63.2K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.63K+ 380.44% |
$1.31M - $1.66M
|
12.2K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.63K+ 147.1% |
$1.31M - $1.66M
|
16.2K
$1.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
9.44K+ 11.61% |
$1.28M - $1.63M
|
90.7K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.22KNew |
$1.25M - $1.59M
|
9.22K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
9.11K+ 0.98% |
$1.24M - $1.57M
|
938K
$115M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.68K+ 44.0% |
$1.18M - $1.5M
|
28.4K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
8.39K+ 5.35% |
$1.14M - $1.45M
|
165K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.35K+ 17.57% |
$1.13M - $1.44M
|
55.9K
$6.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.26KNew |
$1.12M - $1.43M
|
8.26K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.1K+ 53.1% |
$1.1M - $1.4M
|
23.4K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.09K+ 97.61% |
$1.1M - $1.4M
|
16.4K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 245.61% |
$1.06M - $1.34M
|
10.9K
$1.35M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.48KNew |
$1.02M - $1.29M
|
7.48K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.43K+ 3.97% |
$1.01M - $1.28M
|
195K
$23.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
7.26K+ 15.4% |
$987K - $1.25M
|
54.4K
$6.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
7K+ 35.83% |
$951K - $1.21M
|
26.5K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 1.35% |
$907K - $1.15M
|
502K
$61.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.62KNew |
$899K - $1.14M
|
6.62K
$815K
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
6.5K+ 5.1% |
$882K - $1.12M
|
134K
$16.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.44K+ 231.39% |
$875K - $1.11M
|
9.23K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.34K+ 1.0% |
$861K - $1.09M
|
638K
$78.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.18KNew |
$840K - $1.07M
|
6.18K
$761K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.14K+ 32.71% |
$834K - $1.06M
|
24.9K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.03KNew |
$819K - $1.04M
|
6.03K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02K+ 4.72% |
$817K - $1.04M
|
133K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.92K+ 77.2% |
$804K - $1.02M
|
13.6K
$1.67M
|