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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.32K+ 34.9% |
$679K - $868K
|
20.5K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.16K+ 7.77% |
$659K - $843K
|
71.6K
$9.28M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.12K+ 713.95% |
$654K - $836K
|
5.84K
$757K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.09K+ 15.38% |
$650K - $831K
|
38.2K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.98K+ 263.61% |
$635K - $813K
|
6.87K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.87K+ 2.17% |
$622K - $796K
|
230K
$29.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.75K+ 4.04% |
$606K - $776K
|
122K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.65K+ 893.28% |
$594K - $760K
|
5.18K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.64KNew |
$593K - $758K
|
4.64K
$602K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
4.61KNew |
$589K - $753K
|
4.61K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
4.6K+ 231.49% |
$588K - $752K
|
6.59K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.59K+ 73.69% |
$586K - $750K
|
10.8K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.56K+ 242.35% |
$582K - $745K
|
6.44K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.53K+ 7.47% |
$579K - $741K
|
65.2K
$8.46M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.47K+ 21.85% |
$571K - $730K
|
24.9K
$3.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.46KNew |
$569K - $728K
|
4.46K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$562K - $719K
|
4.4K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.25K+ 268.16% |
$542K - $693K
|
5.83K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.22K+ 182.07% |
$539K - $690K
|
6.54K
$849K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.17K+ 4386.32% |
$532K - $681K
|
4.26K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.16KNew |
$532K - $680K
|
4.16K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.16KNew |
$531K - $680K
|
4.16K
$540K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.12K+ 47.64% |
$526K - $672K
|
12.8K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
4.09K+ 36.29% |
$522K - $668K
|
15.4K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.03K+ 112.34% |
$515K - $659K
|
7.62K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 200.0% |
$511K - $653K
|
6K
$778K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.99K+ 6.35% |
$509K - $651K
|
66.8K
$8.66M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.97K+ 0.45% |
$507K - $649K
|
879K
$114M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.96K+ 108.34% |
$506K - $647K
|
7.62K
$989K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.87K+ 219.5% |
$494K - $632K
|
5.64K
$731K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$488K - $624K
|
3.82K
$495K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.74KNew |
$477K - $610K
|
3.74K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.74K+ 7.69% |
$477K - $610K
|
52.3K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.68K+ 27.05% |
$470K - $601K
|
17.3K
$2.24M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56KNew |
$455K - $582K
|
3.56K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.53KNew |
$450K - $576K
|
3.53K
$457K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.52K+ 48.71% |
$450K - $576K
|
10.8K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.5K+ 5.08% |
$447K - $572K
|
72.4K
$9.39M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.5K+ 71.24% |
$447K - $572K
|
8.41K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.5KNew |
$447K - $572K
|
3.5K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
3.44K+ 4.9% |
$439K - $561K
|
73.6K
$9.54M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.4K+ 14.27% |
$434K - $555K
|
27.2K
$3.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.35K+ 86.86% |
$427K - $547K
|
7.2K
$934K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.32K+ 1.83% |
$424K - $542K
|
185K
$24M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.32K+ 12.51% |
$424K - $542K
|
29.8K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
3.25K+ 33.24% |
$415K - $531K
|
13K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.19KNew |
$408K - $522K
|
3.19K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.17K+ 321.07% |
$405K - $518K
|
4.16K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
$404K - $517K
|
3.17K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.16K+ 2.93% |
$404K - $516K
|
111K
$14.4M
|