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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
5+ 0.22% |
$679 - $864
|
2.31K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.18% |
$543 - $691
|
2.28K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$543 - $691
|
684
$85.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.75% |
$543 - $691
|
535
$66.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.05% |
$543 - $691
|
386
$48.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$543 - $691
|
4
$500
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4+ 0.24% |
$543 - $691
|
1.64K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$408 - $518
|
1.08K
$135K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3+ 0.15% |
$408 - $518
|
2.04K
$254K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$408 - $518
|
4.67K
$583K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.5% |
$408 - $518
|
609
$76.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $518
|
23.5K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$408 - $518
|
4.67K
$584K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$272 - $345
|
1.3K
$163K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2+ 11.11% |
$272 - $345
|
20
$2.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.81% |
$272 - $345
|
250
$31.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.11% |
$272 - $345
|
1.82K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.74K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.11% |
$272 - $345
|
1.87K
$234K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.63% |
$272 - $345
|
318
$39.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.69K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$272 - $345
|
3.03K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$272 - $345
|
3.54K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.11% |
$272 - $345
|
1.79K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
2+ 0.12% |
$272 - $345
|
1.61K
$201K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.84% |
$136 - $173
|
120
$15K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$136 - $173
|
2.38K
$298K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.26K
$158K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$136 - $173
|
18.3K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.05% |
$136 - $173
|
1.86K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.05% |
$136 - $173
|
1.92K
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.61% |
$136 - $173
|
165
$20.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.06% |
$136 - $173
|
1.63K
$203K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$136 - $173
|
3.54K
$443K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $173
|
1.24K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.01% |
$136 - $173
|
100
$12.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$136 - $173
|
1.87K
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.96% |
$136 - $173
|
105
$13.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$136 - $173
|
624
$78K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$136 - $173
|
9.4K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.72% |
$136 - $173
|
139
$17.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.47% |
$136 - $173
|
212
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.56% |
$136 - $173
|
19
$2.37K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.12% |
$136 - $173
|
856
$107K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$136 - $173
|
2.89K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$183K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.03% |
$136 - $173
|
3.11K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.08% |
$136 - $173
|
1.3K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.05% |
$136 - $173
|
2.19K
$274K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.04% |
$272 - $345
|
5.67K
$708K
|