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 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.26K+ 46.61% |
$171K - $217K
|
3.95K
$487K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 10.83% |
$170K - $216K
|
12.8K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 26.53% |
$169K - $215K
|
5.94K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 7.5% |
$168K - $214K
|
17.8K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.24K+ 4265.52% |
$168K - $214K
|
1.27K
$156K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 17.22% |
$168K - $213K
|
8.39K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.23K+ 74.91% |
$167K - $212K
|
2.87K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.23K+ 2.73% |
$167K - $212K
|
46.2K
$5.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.22K+ 8.73% |
$165K - $210K
|
15.1K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.21K+ 25.75% |
$164K - $208K
|
5.89K
$725K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.18KNew |
$160K - $203K
|
1.18K
$145K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.17K+ 17.7% |
$159K - $203K
|
7.8K
$960K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.15K+ 1331.4% |
$156K - $198K
|
1.23K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.11K+ 85.24% |
$151K - $192K
|
2.41K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.1K+ 13.06% |
$149K - $190K
|
9.52K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 19.69% |
$146K - $186K
|
6.55K
$806K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 68.38% |
$145K - $184K
|
2.62K
$322K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.05K+ 23.45% |
$142K - $181K
|
5.51K
$678K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 29.36% |
$141K - $180K
|
4.59K
$565K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.03K+ 37.84% |
$140K - $178K
|
3.76K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.01K+ 133.47% |
$137K - $174K
|
1.76K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1K+ 313.44% |
$136K - $173K
|
1.32K
$163K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 21.1% |
$136K - $173K
|
5.74K
$706K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
978+ 0.87% |
$133K - $169K
|
113K
$13.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
965+ 14.54% |
$131K - $167K
|
7.6K
$936K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
960+ 1.3% |
$130K - $166K
|
74.6K
$9.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
959+ 1.28% |
$130K - $166K
|
76.1K
$9.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
940+ 6.62% |
$128K - $162K
|
15.1K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
911+ 15.21% |
$124K - $157K
|
6.9K
$849K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
867+ 9.04% |
$118K - $150K
|
10.5K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
860+ 11.15% |
$117K - $149K
|
8.57K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
851+ 14.28% |
$116K - $147K
|
6.81K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
847+ 29.78% |
$115K - $146K
|
3.69K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
847+ 67.54% |
$115K - $146K
|
2.1K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
840+ 32.01% |
$114K - $145K
|
3.46K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
820+ 3.67% |
$111K - $142K
|
23.1K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
816+ 1.11% |
$111K - $141K
|
74.4K
$9.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
812+ 28.29% |
$110K - $140K
|
3.68K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
790+ 5.56% |
$107K - $136K
|
15K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
774+ 53.79% |
$105K - $134K
|
2.21K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
766+ 48.39% |
$104K - $132K
|
2.35K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
761+ 1.7% |
$103K - $131K
|
45.6K
$5.61M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
752+ 16.19% |
$102K - $130K
|
5.4K
$664K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
750+ 11.68% |
$102K - $130K
|
7.17K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 3.07% |
$102K - $130K
|
25.2K
$3.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
745+ 4.43% |
$101K - $129K
|
17.6K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
741+ 3.81% |
$101K - $128K
|
20.2K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
739+ 12.88% |
$100K - $128K
|
6.48K
$797K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
738+ 12.33% |
$100K - $127K
|
6.72K
$827K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
736+ 3.02% |
$100K - $127K
|
25.1K
$3.09M
|