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 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 5.09% |
$276K - $351K
|
42K
$5.16M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.03KNew |
$275K - $350K
|
2.03K
$249K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.98KNew |
$269K - $342K
|
1.98K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98K+ 230.03% |
$268K - $341K
|
2.84K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.98K+ 11.43% |
$268K - $341K
|
19.3K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.95K+ 57.35% |
$265K - $337K
|
5.35K
$658K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.93K+ 8.34% |
$262K - $333K
|
25K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.9K+ 1.79% |
$258K - $328K
|
108K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.89K+ 116.43% |
$256K - $326K
|
3.5K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.87K+ 2.39% |
$254K - $323K
|
79.9K
$9.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.86K+ 4.4% |
$252K - $321K
|
44K
$5.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.85K+ 21.65% |
$251K - $319K
|
10.4K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.82K+ 7.95% |
$248K - $315K
|
24.8K
$3.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$245K - $312K
|
1.81K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.77KNew |
$240K - $305K
|
1.77K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.71K+ 3.05% |
$232K - $295K
|
57.6K
$7.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.68KNew |
$228K - $290K
|
1.68K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.67K+ 32.47% |
$227K - $289K
|
6.82K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.65KNew |
$224K - $285K
|
1.65K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.63KNew |
$221K - $281K
|
1.63K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.62K+ 7.73% |
$219K - $279K
|
22.5K
$2.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.6K+ 3.04% |
$217K - $276K
|
54.2K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.6K+ 38.02% |
$217K - $276K
|
5.8K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.59K+ 2.69% |
$216K - $275K
|
60.9K
$7.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$215K - $273K
|
1.58K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.57K+ 4.81% |
$214K - $272K
|
34.3K
$4.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$213K - $271K
|
1.57K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.56K+ 5.23% |
$212K - $270K
|
31.4K
$3.86M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.54K+ 28.95% |
$209K - $266K
|
6.86K
$845K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.53K+ 3.05% |
$208K - $264K
|
51.7K
$6.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.53K+ 4.77% |
$208K - $264K
|
33.6K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.52K+ 4.2% |
$206K - $262K
|
37.6K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.51K+ 0.63% |
$206K - $261K
|
243K
$29.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.51KNew |
$205K - $260K
|
1.51K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.5K+ 10.67% |
$204K - $260K
|
15.6K
$1.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.5K+ 337.08% |
$204K - $259K
|
1.95K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.5K+ 68.2% |
$203K - $259K
|
3.69K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.49K+ 1.7% |
$202K - $256K
|
88.7K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.48K+ 16.79% |
$201K - $255K
|
10.3K
$1.27M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.45K+ 88.25% |
$197K - $250K
|
3.09K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.42K+ 13.24% |
$193K - $246K
|
12.2K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 6.68% |
$193K - $246K
|
22.7K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.4K+ 74.19% |
$190K - $242K
|
3.29K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.4KNew |
$190K - $241K
|
1.4K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 4.29% |
$189K - $240K
|
33.7K
$4.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.38KNew |
$187K - $238K
|
1.38K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.38K+ 52.26% |
$187K - $238K
|
4.01K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.38K+ 9.87% |
$187K - $237K
|
15.3K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 20.49% |
$182K - $231K
|
7.88K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.33K+ 39.03% |
$180K - $229K
|
4.72K
$581K
|