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
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
729+ 10.15% |
$99K - $126K
|
7.91K
$974K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
727+ 3.63% |
$98.8K - $126K
|
20.7K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
723+ 19.35% |
$98.2K - $125K
|
4.46K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
723+ 9.47% |
$98.2K - $125K
|
8.35K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
720+ 22.23% |
$97.8K - $124K
|
3.96K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
717+ 6.32% |
$97.4K - $124K
|
12.1K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
716+ 41.44% |
$97.3K - $124K
|
2.44K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
708+ 1.64% |
$96.2K - $122K
|
43.8K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
679+ 8.89% |
$92.2K - $117K
|
8.31K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
677+ 6.09% |
$92K - $117K
|
11.8K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662+ 20.16% |
$89.9K - $114K
|
3.95K
$486K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
656+ 21.93% |
$89.1K - $113K
|
3.65K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
639+ 3.47% |
$86.8K - $110K
|
19K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
628+ 23.97% |
$85.3K - $108K
|
3.25K
$400K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
625+ 1.13% |
$84.9K - $108K
|
56.1K
$6.91M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
625New |
$84.9K - $108K
|
625
$76.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
622+ 3.28% |
$84.5K - $107K
|
19.6K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 35.42% |
$84K - $107K
|
2.36K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
613+ 14.55% |
$83.3K - $106K
|
4.83K
$594K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
608+ 16.49% |
$82.6K - $105K
|
4.3K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
600+ 7.32% |
$81.5K - $104K
|
8.8K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
593+ 12.09% |
$80.6K - $102K
|
5.5K
$677K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
583+ 83.29% |
$79.2K - $101K
|
1.28K
$158K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
571+ 25.93% |
$77.6K - $98.6K
|
2.77K
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
566+ 9.42% |
$76.9K - $97.8K
|
6.57K
$809K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
545+ 6.22% |
$74K - $94.1K
|
9.31K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
540+ 7.7% |
$73.4K - $93.3K
|
7.56K
$930K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
527+ 2.65% |
$71.6K - $91K
|
20.4K
$2.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
520+ 18.26% |
$70.6K - $89.8K
|
3.37K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
520+ 5.59% |
$70.6K - $89.8K
|
9.82K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
519+ 23.58% |
$70.5K - $89.6K
|
2.72K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
514+ 2.82% |
$69.8K - $88.8K
|
18.8K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
505+ 1.06% |
$68.6K - $87.2K
|
48.4K
$5.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
501+ 33.05% |
$68.1K - $86.5K
|
2.02K
$248K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
500+ 23.71% |
$67.9K - $86.4K
|
2.61K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
499+ 18.09% |
$67.8K - $86.2K
|
3.26K
$401K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
497+ 14.96% |
$67.5K - $85.8K
|
3.82K
$470K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
497+ 34.06% |
$67.5K - $85.8K
|
1.96K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
486+ 5.15% |
$66K - $83.9K
|
9.93K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
480+ 91.25% |
$65.2K - $82.9K
|
1.01K
$124K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
478+ 1.4% |
$64.9K - $82.6K
|
34.7K
$4.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
473+ 2.07% |
$64.3K - $81.7K
|
23.3K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
468+ 3.59% |
$63.6K - $80.8K
|
13.5K
$1.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
467+ 5.6% |
$63.4K - $80.7K
|
8.81K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
467+ 7.6% |
$63.4K - $80.7K
|
6.61K
$813K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
466+ 14.59% |
$63.3K - $80.5K
|
3.66K
$450K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
450New |
$61.1K - $77.7K
|
450
$55.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
449+ 25.11% |
$61K - $77.5K
|
2.24K
$275K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
437+ 0.67% |
$59.4K - $75.5K
|
65.4K
$8.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
427+ 20.22% |
$58K - $73.7K
|
2.54K
$313K
|