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 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.09K+ 110.11% |
$420K - $534K
|
5.9K
$727K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.06KNew |
$415K - $528K
|
3.06K
$376K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.04K+ 3.37% |
$413K - $525K
|
93.4K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.03K+ 14.27% |
$412K - $524K
|
24.3K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.03KNew |
$411K - $523K
|
3.03K
$373K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
3.03K+ 154.57% |
$411K - $523K
|
4.99K
$614K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.02K+ 0.98% |
$410K - $522K
|
310K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3K+ 4.28% |
$407K - $518K
|
73.1K
$8.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.97K+ 52.17% |
$403K - $513K
|
8.66K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.93K+ 4.92% |
$398K - $506K
|
62.5K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.84K+ 11.65% |
$386K - $490K
|
27.2K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.84K+ 2.04% |
$385K - $490K
|
142K
$17.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.76KNew |
$374K - $476K
|
2.76K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
2.74K+ 2.38% |
$372K - $473K
|
118K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.74K+ 5.74% |
$372K - $473K
|
50.4K
$6.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 5.14% |
$365K - $464K
|
55K
$6.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.68K+ 85.0% |
$364K - $463K
|
5.83K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.65K+ 38.48% |
$359K - $457K
|
9.52K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.64K+ 69.71% |
$359K - $456K
|
6.43K
$792K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.6K+ 204.65% |
$353K - $449K
|
3.87K
$476K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.6K+ 7.04% |
$353K - $448K
|
39.4K
$4.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.59K+ 206.78% |
$352K - $448K
|
3.85K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.58K+ 133.14% |
$351K - $446K
|
4.52K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 2.35% |
$351K - $446K
|
112K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.58K+ 55.75% |
$350K - $445K
|
7.21K
$887K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.56KNew |
$348K - $443K
|
2.56K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.52K+ 35.74% |
$342K - $435K
|
9.56K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.51KNew |
$341K - $433K
|
2.51K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.4K+ 33.8% |
$326K - $415K
|
9.5K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
2.39K+ 43.6% |
$325K - $413K
|
7.88K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.39KNew |
$325K - $413K
|
2.39K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
2.36KNew |
$321K - $408K
|
2.36K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
2.35K+ 34.64% |
$319K - $406K
|
9.14K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.34K+ 47.26% |
$318K - $404K
|
7.29K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.33K+ 1.83% |
$317K - $402K
|
130K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.33K+ 6.76% |
$317K - $402K
|
36.8K
$4.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.33K+ 7.74% |
$316K - $402K
|
32.4K
$3.99M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.32K+ 105.69% |
$316K - $401K
|
4.52K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.31K+ 2.78% |
$314K - $399K
|
85.3K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.28K+ 3.19% |
$310K - $394K
|
73.8K
$9.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.27KNew |
$308K - $392K
|
2.27K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$299K - $380K
|
2.2K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.2K+ 1.75% |
$299K - $380K
|
128K
$15.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.18K+ 7.31% |
$296K - $377K
|
32K
$3.94M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.18K+ 42.62% |
$296K - $376K
|
7.28K
$896K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.16KNew |
$293K - $373K
|
2.16K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.15K+ 1.68% |
$292K - $371K
|
130K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.13KNew |
$289K - $368K
|
2.13K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.09K+ 1.66% |
$284K - $361K
|
128K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.08KNew |
$283K - $360K
|
2.08K
$256K
|