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
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 115.84% |
$403K - $516K
|
5.89K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.11K+ 43.19% |
$397K - $508K
|
10.3K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.1KNew |
$396K - $506K
|
3.1K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
3.02KNew |
$386K - $494K
|
3.02K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.99K+ 5.5% |
$382K - $489K
|
57.4K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.98K+ 1.71% |
$380K - $487K
|
177K
$22.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.96K+ 6.08% |
$377K - $483K
|
51.5K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.93K+ 15.76% |
$374K - $478K
|
21.5K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.84K+ 4.88% |
$363K - $465K
|
61.1K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.84KNew |
$363K - $465K
|
2.84K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.82K+ 14.49% |
$361K - $461K
|
22.3K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.82K+ 104.37% |
$360K - $461K
|
5.52K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.82KNew |
$360K - $460K
|
2.82K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 8.21% |
$357K - $457K
|
36.9K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.79KNew |
$356K - $455K
|
2.79K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.78K+ 1878.38% |
$355K - $454K
|
2.93K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.67K+ 5.13% |
$340K - $436K
|
54.6K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.53KNew |
$323K - $413K
|
2.53K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.53K+ 6.22% |
$322K - $413K
|
43.1K
$5.59M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.52K+ 9.31% |
$321K - $411K
|
29.6K
$3.84M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 11.73% |
$321K - $410K
|
23.9K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.48K+ 102.36% |
$316K - $404K
|
4.9K
$635K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.46K+ 108.66% |
$314K - $402K
|
4.72K
$613K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
2.43K+ 8.51% |
$310K - $397K
|
31K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.43K+ 7.08% |
$310K - $397K
|
36.8K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.43K+ 36.25% |
$310K - $396K
|
9.12K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.41K+ 14.76% |
$308K - $394K
|
18.8K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.4K+ 24.53% |
$307K - $393K
|
12.2K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.4K+ 31.01% |
$306K - $392K
|
10.1K
$1.31M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.39K+ 17085.71% |
$305K - $391K
|
2.41K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
2.31KNew |
$295K - $377K
|
2.31K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.27KNew |
$290K - $371K
|
2.27K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 51.48% |
$288K - $368K
|
6.64K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.24KNew |
$286K - $366K
|
2.24K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.16K+ 45.14% |
$276K - $353K
|
6.96K
$902K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.15KNew |
$275K - $352K
|
2.15K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.13K+ 85.18% |
$272K - $347K
|
4.62K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.12K+ 5.06% |
$271K - $346K
|
44.1K
$5.71M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 0.66% |
$270K - $346K
|
324K
$42M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.12K+ 37.63% |
$270K - $345K
|
7.74K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.11K+ 1.05% |
$269K - $345K
|
204K
$26.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.09K+ 91.85% |
$266K - $341K
|
4.36K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.06K+ 29.86% |
$263K - $336K
|
8.96K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.02KNew |
$258K - $330K
|
2.02K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.01K+ 13.59% |
$257K - $329K
|
16.8K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01K+ 13.01% |
$256K - $328K
|
17.5K
$2.26M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2KNew |
$255K - $327K
|
2K
$259K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
2K+ 29.26% |
$255K - $327K
|
8.84K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2KNew |
$255K - $326K
|
2K
$259K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2KNew |
$255K - $326K
|
2K
$259K
|