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 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.47K+ 68.72% |
$743K - $944K
|
13.4K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.37K+ 110.62% |
$729K - $927K
|
10.2K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.33K+ 30.55% |
$724K - $921K
|
22.8K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
5.27K+ 2.07% |
$716K - $911K
|
260K
$32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
5.15KNew |
$700K - $890K
|
5.15K
$634K
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.13K+ 6.78% |
$697K - $886K
|
80.8K
$9.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
5.04K+ 26.58% |
$685K - $871K
|
24K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.04K+ 2124.89% |
$684K - $870K
|
5.27K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.03K+ 5.14% |
$683K - $869K
|
103K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.98K+ 46.0% |
$677K - $860K
|
15.8K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
4.8K+ 104.16% |
$653K - $830K
|
9.42K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.72K+ 22.98% |
$641K - $815K
|
25.3K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.6KNew |
$624K - $794K
|
4.6K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.59K+ 80.59% |
$623K - $792K
|
10.3K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 2.53% |
$608K - $773K
|
181K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.46K+ 1549.65% |
$606K - $771K
|
4.75K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.45K+ 15.36% |
$604K - $768K
|
33.4K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.45K+ 227.72% |
$604K - $768K
|
6.4K
$787K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.44K+ 12.47% |
$602K - $766K
|
40K
$4.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.41KNew |
$599K - $761K
|
4.41K
$542K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.4K+ 10.23% |
$598K - $760K
|
47.4K
$5.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.25K+ 3.18% |
$577K - $734K
|
138K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.09K+ 0.15% |
$556K - $707K
|
2.77M
$341M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.07K+ 1.36% |
$552K - $702K
|
302K
$37.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.02K+ 74.8% |
$545K - $693K
|
9.38K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.93KNew |
$534K - $679K
|
3.93K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.92K+ 118.21% |
$533K - $677K
|
7.24K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.89K+ 91.35% |
$528K - $671K
|
8.14K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.86K+ 30.95% |
$524K - $666K
|
16.3K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$514K - $654K
|
3.79K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.74K+ 119.13% |
$508K - $645K
|
6.87K
$846K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.67KNew |
$498K - $634K
|
3.67K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63K+ 7.66% |
$493K - $627K
|
51K
$6.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 22.22% |
$489K - $622K
|
19.8K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.58K+ 16.43% |
$487K - $619K
|
25.4K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.57K+ 9.43% |
$484K - $616K
|
41.4K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$475K - $604K
|
3.5K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.48K+ 22.95% |
$473K - $601K
|
18.6K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 4.81% |
$469K - $597K
|
75.3K
$9.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$461K - $587K
|
3.4K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.39K+ 174.86% |
$461K - $586K
|
5.34K
$657K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.39K+ 4.33% |
$461K - $585K
|
81.7K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.36K+ 54.23% |
$457K - $581K
|
9.57K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.35K+ 4.24% |
$455K - $578K
|
82.3K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.34K+ 73.62% |
$454K - $577K
|
7.88K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.26KNew |
$443K - $563K
|
3.26K
$401K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.24K+ 16.98% |
$440K - $560K
|
22.3K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.18K+ 25.88% |
$432K - $549K
|
15.5K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 0.45% |
$425K - $541K
|
705K
$86.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.1K+ 5.68% |
$421K - $535K
|
57.7K
$7.1M
|