Purchases and Sales Made in Q3 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
662+ 3.67% |
$63.2K - $82.3K
|
18.7K
$2.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
659+ 9.53% |
$62.9K - $81.9K
|
7.57K
$925K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
655+ 0.54% |
$62.5K - $81.4K
|
121K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
645+ 16.68% |
$61.5K - $80.2K
|
4.51K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
633+ 1.44% |
$60.4K - $78.7K
|
44.7K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
623New |
$59.4K - $77.4K
|
623
$76.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
614+ 1.48% |
$58.6K - $76.3K
|
42K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
600+ 0.37% |
$57.2K - $74.6K
|
163K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
600+ 43.92% |
$57.2K - $74.6K
|
1.97K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
583+ 25.11% |
$55.6K - $72.5K
|
2.91K
$355K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
571+ 12.06% |
$54.5K - $71K
|
5.3K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
569+ 57.42% |
$54.3K - $70.7K
|
1.56K
$191K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
563+ 1.28% |
$53.7K - $70K
|
44.7K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
560+ 1.48% |
$53.4K - $69.6K
|
38.5K
$4.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
557+ 12.25% |
$53.1K - $69.2K
|
5.1K
$624K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
544+ 2.4% |
$51.9K - $67.6K
|
23.2K
$2.84M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
544+ 2.4% |
$51.9K - $67.6K
|
23.2K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
539+ 4.72% |
$51.4K - $67K
|
12K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
535+ 4.01% |
$51K - $66.5K
|
13.9K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
530+ 5.3% |
$50.6K - $65.9K
|
10.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
519+ 1.09% |
$49.5K - $64.5K
|
48.1K
$5.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
518+ 8.76% |
$49.4K - $64.4K
|
6.43K
$785K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
505+ 4.74% |
$48.2K - $62.8K
|
11.2K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
491+ 4.29% |
$46.8K - $61K
|
11.9K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
490+ 2.85% |
$46.7K - $60.9K
|
17.7K
$2.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
461+ 8.76% |
$44K - $57.3K
|
5.72K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
461New |
$44K - $57.3K
|
461
$56.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
440+ 5.17% |
$42K - $54.7K
|
8.94K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
437+ 5.62% |
$41.7K - $54.3K
|
8.21K
$1M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
435+ 15.97% |
$41.5K - $54.1K
|
3.16K
$386K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
430+ 1.78% |
$41K - $53.4K
|
24.6K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
426+ 14.19% |
$40.6K - $52.9K
|
3.43K
$419K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
425New |
$40.5K - $52.8K
|
425
$51.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
415+ 5.85% |
$39.6K - $51.6K
|
7.51K
$918K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
406+ 2.34% |
$38.7K - $50.5K
|
17.7K
$2.17M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
406+ 3.48% |
$38.7K - $50.5K
|
12.1K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
402+ 4.42% |
$38.4K - $50K
|
9.49K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
402+ 0.42% |
$38.4K - $50K
|
97.1K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
400+ 13.33% |
$38.2K - $49.7K
|
3.4K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
392+ 6.56% |
$37.4K - $48.7K
|
6.37K
$778K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
391+ 6.33% |
$37.3K - $48.6K
|
6.57K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
391+ 11.5% |
$37.3K - $48.6K
|
3.79K
$463K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
388+ 0.98% |
$37K - $48.2K
|
40.2K
$4.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
375+ 1.43% |
$35.8K - $46.6K
|
26.7K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
375+ 2.03% |
$35.8K - $46.6K
|
18.8K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
364+ 5.01% |
$34.7K - $45.2K
|
7.63K
$933K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
362+ 3.14% |
$34.5K - $45K
|
11.9K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
350New |
$33.4K - $43.5K
|
350
$42.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
349+ 51.4% |
$33.3K - $43.4K
|
1.03K
$126K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
349+ 1.98% |
$33.3K - $43.4K
|
17.9K
$2.19M
|