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 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
420+ 52.76% |
$57.1K - $72.5K
|
1.22K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
416+ 4.34% |
$56.5K - $71.8K
|
9.99K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
413+ 7.09% |
$56.1K - $71.3K
|
6.24K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
411+ 1.59% |
$55.8K - $71K
|
26.2K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
404+ 8.25% |
$54.9K - $69.8K
|
5.3K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
403+ 35.89% |
$54.7K - $69.6K
|
1.53K
$188K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
401+ 4.77% |
$54.5K - $69.3K
|
8.81K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
400+ 15.27% |
$54.3K - $69.1K
|
3.02K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
400+ 1.37% |
$54.3K - $69.1K
|
29.6K
$3.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
391New |
$53.1K - $67.5K
|
391
$48.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
388+ 10.66% |
$52.7K - $67K
|
4.03K
$496K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
383+ 22.92% |
$52K - $66.1K
|
2.05K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
380+ 9.95% |
$51.6K - $65.6K
|
4.2K
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
380+ 1.77% |
$51.6K - $65.6K
|
21.9K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
378+ 14.42% |
$51.4K - $65.3K
|
3K
$369K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
367+ 6.45% |
$49.9K - $63.4K
|
6.06K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
363+ 13.32% |
$49.3K - $62.7K
|
3.09K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
356+ 3.39% |
$48.4K - $61.5K
|
10.9K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
354+ 283.2% |
$48.1K - $61.1K
|
479
$59K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 7.36% |
$48.1K - $61.1K
|
5.17K
$636K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352+ 17.6% |
$47.8K - $60.8K
|
2.35K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
352+ 19.91% |
$47.8K - $60.8K
|
2.12K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
351+ 2.64% |
$47.7K - $60.6K
|
13.7K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
346+ 0.94% |
$47K - $59.8K
|
37.3K
$4.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
345+ 1.07% |
$46.9K - $59.6K
|
32.5K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
342+ 5.56% |
$46.5K - $59.1K
|
6.49K
$799K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
339+ 3.97% |
$46.1K - $58.5K
|
8.89K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
333+ 18.41% |
$45.2K - $57.5K
|
2.14K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
333+ 1.99% |
$45.2K - $57.5K
|
17.1K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
332+ 43.12% |
$45.1K - $57.3K
|
1.1K
$136K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
328+ 6.4% |
$44.6K - $56.6K
|
5.46K
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
327+ 11.17% |
$44.4K - $56.5K
|
3.26K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
327+ 7.41% |
$44.4K - $56.5K
|
4.74K
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 10.96% |
$44K - $56K
|
3.28K
$404K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
316+ 13.73% |
$42.9K - $54.6K
|
2.62K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
316+ 4.83% |
$42.9K - $54.6K
|
6.85K
$843K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
307+ 11.0% |
$41.7K - $53K
|
3.1K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
307+ 30.73% |
$41.7K - $53K
|
1.31K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 1.97% |
$41.6K - $52.8K
|
15.9K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
305+ 4.73% |
$41.4K - $52.7K
|
6.75K
$831K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
304+ 5.54% |
$41.3K - $52.5K
|
5.79K
$713K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
301+ 3.49% |
$40.9K - $52K
|
8.92K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
301+ 6.75% |
$40.9K - $52K
|
4.76K
$585K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
298+ 2.12% |
$40.5K - $51.5K
|
14.4K
$1.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
286New |
$38.9K - $49.4K
|
286
$35.2K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
285+ 2035.71% |
$38.7K - $49.2K
|
299
$36.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
283+ 3.46% |
$38.4K - $48.9K
|
8.47K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
283New |
$38.4K - $48.9K
|
283
$34.8K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
282+ 84.68% |
$38.3K - $48.7K
|
615
$75.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
280+ 5.58% |
$38K - $48.4K
|
5.3K
$652K
|