Companies / Phillips 66 / Activity
Activity — Phillips 66
495 moves.
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| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q2 2026 as of | Sigma Planning Corp 13F manager | Trim | Common stock | $-193.6K | -1K -11.50% | 8,813 <0.01% of shares | low |
| Q1 2026 as of | Dearborn Partners LLC 13F manager | Trim | Common stock | $-191.8K | -1K -21.61% | 3,819 <0.01% of shares | low |
| Q2 2026 as of | Pallas Capital Advisors LLC 13F manager | Trim | Common stock | $-188.3K | -1K -9.27% | 10,903 <0.01% of shares | low |
| Q1 2026 as of | Principal Securities, Inc. 13F manager | Add | Common stock | $182.7K | +1K +9.06% | 12,077 <0.01% of shares | low |
| Q1 2026 as of | Shelton Capital Management 13F manager | Trim | Common stock | $-182.2K | -1K -8.69% | 10,508 <0.01% of shares | low |
| Q2 2026 as of | AMG National Trust Bank 13F manager | Add | Common stock | $180.2K | +1K +17.53% | 7,148 <0.01% of shares | low |
| Q1 2026 as of | Foundation Resource Management Inc 13F manager | Trim | Common stock | $-179.8K | -987 -1.57% | 61,813 0.02% of shares | low |
| Q4 2025 as of | IFP Advisors, Inc 13F manager | Add | Common stock | $179.1K | +1K +16.74% | 9,681 <0.01% of shares | low |
| Q1 2026 as of | Css LLC/IL 13F manager | Add | Common stock | $178.5K | +980 +25.06% | 4,890 <0.01% of shares | low |
| Q1 2026 as of | Silvercrest Asset Management Group LLC 13F manager | Trim | Common stock | $-177.8K | -976 -4.77% | 19,506 <0.01% of shares | low |
| Q1 2026 as of | Rathbones Group PLC 13F manager | Trim | Common stock | $-177.6K | -975 -14.76% | 5,630 <0.01% of shares | low |
| Q4 2023 as of | Ontario Teachers Pension Plan Board 13F manager | Trim | Common stock | $-174.3K | -1K -4.98% | 24,984 <0.01% of shares | low |
| Q1 2026 as of | Harbour Investment Management LLC 13F manager | Trim | Common stock | $-169.4K | -930 -9.80% | 8,558 <0.01% of shares | low |
| Q2 2026 as of | Cfm Wealth Partners LLC 13F manager | Trim | Common stock | $-169.1K | -1K -9.41% | 9,623 <0.01% of shares | low |
| Q2 2026 as of | Trust Co of Vermont 13F manager | Add | Common stock | $168.9K | +999 +18.31% | 6,454 <0.01% of shares | low |
| Q3 2024 as of | Leonteq Securities AG 13F manager | Add | Common stock | $163.8K | +1K +78.36% | 2,836 <0.01% of shares | low |
| Q1 2026 as of | Tower Bridge Advisors 13F manager | Trim | Common stock | $-154.7K | -849 -8.37% | 9,299 <0.01% of shares | low |
| Q2 2025 as of | Sanctuary Advisors, LLC 13F manager | Trim | Common stock | $-148.2K | -1K -1.24% | 98,730 0.02% of shares | low |
| Q1 2026 as of | Zions Bancorporation, National Association /Ut 13F manager | Trim | Common stock | $-145.9K | -801 -52.15% | 735 <0.01% of shares | low |
| Q1 2024 as of | Chesapeake Asset Management LLC 13F manager | Trim | Common stock | $-141.9K | -869 -21.99% | 3,082 <0.01% of shares | low |
| Q1 2026 as of | D.a. Davidson & Co. 13F manager | Trim | Common stock | $-141.0K | -774 -0.79% | 97,452 0.02% of shares | low |
| Q2 2026 as of | Donoghue Forlines LLC 13F manager | Trim | Common stock | $-136.9K | -810 -7.84% | 9,527 <0.01% of shares | low |
| Q1 2026 as of | Avantax Planning Partners, Inc. 13F manager | Trim | Common stock | $-135.5K | -744 -5.17% | 13,644 <0.01% of shares | low |
| Q1 2026 as of | First National Bank & Trust Co of Newtown 13F manager | Trim | Common stock | $-135.0K | -741 -13.05% | 4,937 <0.01% of shares | low |
| Q1 2026 as of | Alta Capital Management LLC 13F manager | Trim | Common stock | $-132.5K | -727 -10.05% | 6,504 <0.01% of shares | low |
| Q1 2026 as of | New York Life Investment Management LLC 13F manager | Add | Common stock | $131.9K | +724 +1.31% | 55,999 0.01% of shares | low |
| Q2 2025 as of | Leonteq Securities AG 13F manager | Add | Common stock | $127.9K | +1K +27.15% | 5,021 <0.01% of shares | low |
| Q1 2026 as of | Weaver C. Barksdale & Associates, Inc. 13F manager | Add | Common stock | $124.2K | +682 +6.09% | 11,885 <0.01% of shares | low |
| Q4 2025 as of | Savant Capital, LLC 13F manager | Add | Common stock | $119.0K | +922 +5.38% | 18,052 <0.01% of shares | low |
| Q3 2025 as of | Cresset Asset Management, LLC 13F manager | Add | Common stock | $117.9K | +867 +4.74% | 19,171 <0.01% of shares | low |
| Q1 2026 as of | Assetmark, Inc 13F manager | Add | Common stock | $114.6K | +629 +8.55% | 7,989 <0.01% of shares | low |
| Q1 2026 as of | Whittier Trust Co 13F manager | Trim | Common stock | $-114.0K | -643 -14.24% | 3,873 <0.01% of shares | low |
| Q1 2026 as of | Acropolis Investment Management, LLC 13F manager | Trim | Common stock | $-113.9K | -625 -31.19% | 1,379 <0.01% of shares | low |
| Q1 2026 as of | Forvis Mazars Wealth Advisors, LLC 13F manager | Add | Common stock | $111.7K | +613 +19.88% | 3,697 <0.01% of shares | low |
| Q1 2026 as of | Intrust Bank NA 13F manager | Add | Common stock | $106.6K | +585 +5.89% | 10,519 <0.01% of shares | low |
| Q2 2025 as of | Broadwater Capital Management LLC 13F manager | Add | Common stock | $106.5K | +106K +11830.00% | 107,370 0.03% of shares | low |
| Q1 2024 as of | Leonteq Securities AG 13F manager | Exit | Common stock | $-105.4K | -792 -100.00% | 0 | low |
| Q1 2025 as of | Flavin Financial Services, Inc. 13F manager | Add | Common stock | $102.7K | +832 +7.97% | 11,277 <0.01% of shares | low |
| Q2 2026 as of | Alpine Woods Capital Investors, LLC 13F manager | Trim | Common stock | $-101.1K | -598 -6.47% | 8,644 <0.01% of shares | low |
| Q1 2026 as of | Adirondack Trust Co 13F manager | Trim | Common stock | $-100.4K | -551 -5.98% | 8,660 <0.01% of shares | low |
| Q1 2026 as of | Spirit of America Management CORP/NY 13F manager | Trim | Common stock | $-100.2K | -550 -1.12% | 48,486 0.01% of shares | low |
| Q2 2025 as of | Flavin Financial Services, Inc. 13F manager | Trim | Common stock | $-99.3K | -832 -7.38% | 10,445 <0.01% of shares | low |
| Q3 2025 as of | Catherine Avery Investment Management LLC 13F manager | Add | Common stock | $94.1K | +692 +3.12% | 22,863 <0.01% of shares | low |
| Q2 2025 as of | First National Bank of Omaha 13F manager | Trim | Common stock | $-87.9K | -737 -5.62% | 12,386 <0.01% of shares | low |
| Q1 2026 as of | Kcm Investment Advisors LLC 13F manager | Add | Common stock | $84.3K | +463 +10.07% | 5,063 <0.01% of shares | low |
| Q4 2024 as of | Elevation Point Wealth Partners, LLC 13F manager | Trim | Common stock | $-79.6K | -699 -14.71% | 4,052 <0.01% of shares | low |
| Q1 2026 as of | Clark Capital Management Group, Inc. 13F manager | Add | Common stock | $78.9K | +433 +16.25% | 3,097 <0.01% of shares | low |
| Q1 2026 as of | Ci Investments Inc. 13F manager | Trim | Common stock | $-76.0K | -417 -9.78% | 3,847 <0.01% of shares | low |
| Q1 2026 as of | Hartford Financial Management Inc. 13F manager | Trim | Common stock | $-75.4K | -414 -12.75% | 2,834 <0.01% of shares | low |
| Q2 2026 as of | Master'S Wealth Management Inc. 13F manager | Add | Common stock | $73.7K | +436 +13.43% | 3,682 <0.01% of shares | low |