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 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-280- 3.65% |
$35.7K - $45.7K
|
7.4K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-281- 1.14% |
$35.9K - $45.9K
|
24.4K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-281- 2.02% |
$35.9K - $45.9K
|
13.6K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-283- 8.99% |
$36.1K - $46.2K
|
2.87K
$358K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 1.42% |
$37.8K - $48.3K
|
20.6K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-298- 4.46% |
$38K - $48.7K
|
6.38K
$798K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-300- 19.43% |
$38.3K - $49K
|
1.24K
$155K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-300- 2.23% |
$38.3K - $49K
|
13.2K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-307- 64.5% |
$39.2K - $50.1K
|
169
$21.1K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-308- 12.29% |
$39.3K - $50.3K
|
2.2K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-308- 0.39% |
$39.3K - $50.3K
|
79K
$9.87M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-313- 3.82% |
$40K - $51.1K
|
7.88K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-319- 2.86% |
$40.7K - $52.1K
|
10.8K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$6.87K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$24.9K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-325- 7.08% |
$41.5K - $53.1K
|
4.27K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-340- 5.32% |
$43.4K - $55.5K
|
6.05K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-347- 1.6% |
$44.3K - $56.7K
|
21.4K
$2.67M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-350- 5.43% |
$44.7K - $57.2K
|
6.09K
$761K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-351- 2.57% |
$44.8K - $57.3K
|
13.3K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-352- 7.9% |
$44.9K - $57.5K
|
4.1K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-352- 11.35% |
$44.9K - $57.5K
|
2.75K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-354- 4.57% |
$45.2K - $57.8K
|
7.39K
$924K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$149K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-375- 1.73% |
$47.9K - $61.3K
|
21.3K
$2.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-377- 13.66% |
$48.1K - $61.6K
|
2.38K
$298K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-377- 2.82% |
$48.1K - $61.6K
|
13K
$1.63M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-383- 30.94% |
$48.9K - $62.6K
|
855
$107K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-390- 22.81% |
$49.8K - $63.7K
|
1.32K
$165K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-402- 26.34% |
$51.3K - $65.7K
|
1.12K
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-405- 3.86% |
$51.7K - $66.2K
|
10.1K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-405- 67.73% |
$51.7K - $66.2K
|
193
$24.1K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-409- 2.8% |
$52.2K - $66.8K
|
14.2K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-414- 0.78% |
$52.9K - $67.6K
|
52.5K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-416- 5.71% |
$53.1K - $67.9K
|
6.87K
$859K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-418- 4.74% |
$53.4K - $68.3K
|
8.39K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-418- 14.01% |
$53.4K - $68.3K
|
2.57K
$321K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-419- 10.4% |
$53.5K - $68.4K
|
3.61K
$451K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-420- 1.46% |
$53.6K - $68.6K
|
28.4K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-420- 1.04% |
$53.6K - $68.6K
|
39.9K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-422- 6.21% |
$53.9K - $68.9K
|
6.38K
$797K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 2.13% |
$54.3K - $69.4K
|
19.5K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-440- 16.33% |
$56.2K - $71.9K
|
2.25K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-445- 14.59% |
$56.8K - $72.7K
|
2.61K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-446- 2.66% |
$56.9K - $72.8K
|
16.3K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-450- 1.89% |
$57.5K - $73.5K
|
23.3K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-450- 34.91% |
$57.5K - $73.5K
|
839
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-451- 1.53% |
$57.6K - $73.7K
|
29.1K
$3.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-457- 20.54% |
$58.3K - $74.6K
|
1.77K
$221K
|