Purchases and Sales Made in Q1 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 42.86% |
$9.58K - $12.3K
|
100
$12.5K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-79- 0.54% |
$10.1K - $12.9K
|
14.5K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-80- 2.5% |
$10.2K - $13.1K
|
3.12K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-80- 1.03% |
$10.2K - $13.1K
|
7.67K
$958K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-82- 2.62% |
$10.5K - $13.4K
|
3.04K
$380K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-87- 3.96% |
$11.1K - $14.2K
|
2.11K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-87- 1.41% |
$11.1K - $14.2K
|
6.1K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-89- 1.28% |
$11.4K - $14.5K
|
6.88K
$860K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-91- 2.62% |
$11.6K - $14.9K
|
3.39K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-93- 0.17% |
$11.9K - $15.2K
|
53.8K
$6.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-94- 1.35% |
$12K - $15.4K
|
6.86K
$857K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 9.86% |
$12K - $15.4K
|
859
$107K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-94- 5.38% |
$12K - $15.4K
|
1.65K
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-95- 1.9% |
$12.1K - $15.5K
|
4.91K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-95- 1.11% |
$12.1K - $15.5K
|
8.45K
$1.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-96- 0.21% |
$12.3K - $15.7K
|
44.8K
$5.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-96- 1.43% |
$12.3K - $15.7K
|
6.64K
$829K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-96- 1.42% |
$12.3K - $15.7K
|
6.67K
$833K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-97- 2.23% |
$12.4K - $15.8K
|
4.26K
$533K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-97- 5.29% |
$12.4K - $15.8K
|
1.74K
$217K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-97- 0.64% |
$12.4K - $15.8K
|
15.2K
$1.9M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-98- 6.23% |
$12.5K - $16K
|
1.48K
$184K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 3.82% |
$12.8K - $16.3K
|
2.52K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.37% |
$12.8K - $16.3K
|
1.47K
$184K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.67% |
$12.8K - $16.3K
|
5.88K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 3.47% |
$12.8K - $16.3K
|
2.78K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 6.15% |
$12.8K - $16.3K
|
1.53K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-100- 2.92% |
$12.8K - $16.3K
|
3.33K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-101- 0.06% |
$12.9K - $16.5K
|
162K
$20.3M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-101- 5.84% |
$12.9K - $16.5K
|
1.63K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-102- 4.86% |
$13K - $16.7K
|
2K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-102- 0.26% |
$13K - $16.7K
|
38.5K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-103- 4.98% |
$13.2K - $16.8K
|
1.96K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-103- 1.24% |
$13.2K - $16.8K
|
8.18K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-106- 22.99% |
$13.5K - $17.3K
|
355
$44.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-107- 3.21% |
$13.7K - $17.5K
|
3.23K
$403K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-108- 12.95% |
$13.8K - $17.6K
|
726
$90.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-110- 2.72% |
$14K - $18K
|
3.93K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-110- 1.43% |
$14K - $18K
|
7.57K
$946K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-111- 5.62% |
$14.2K - $18.1K
|
1.86K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 7.51% |
$14.4K - $18.5K
|
1.39K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-114- 0.67% |
$14.6K - $18.6K
|
16.9K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-114- 1.11% |
$14.6K - $18.6K
|
10.2K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-115- 5.38% |
$14.7K - $18.8K
|
2.02K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-115- 3.9% |
$14.7K - $18.8K
|
2.84K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-116- 1.51% |
$14.8K - $18.9K
|
7.55K
$944K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-119- 6.63% |
$15.2K - $19.4K
|
1.68K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-119- 0.56% |
$15.2K - $19.4K
|
21K
$2.63M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-120- 6.55% |
$15.3K - $19.6K
|
1.71K
$214K
|