Purchases and Sales Made in Q3 2023 in Phillips 66 (PSX)

PSX Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
218
+ 9.34%
$20.8K - $27.1K
2.55K $312K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
213
+ 7.66%
$20.3K - $26.5K
2.99K $366K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
205
+ 0.51%
$19.6K - $25.5K
40.3K $4.92M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
205
+ 1.44%
$19.6K - $25.5K
14.4K $1.76M
Oct 10, 2023 Q3 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
200
+ 2.42%
$19.1K - $24.9K
8.47K $1.03M
Oct 10, 2023 Q3 2023
Lincoln Capital LLC

BUY
 -
200
+ 4.29%
$19.1K - $24.9K
4.87K $595K
Nov 02, 2023 Q3 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
200
+ 1.05%
$19.1K - $24.9K
19.2K $2.35M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
200
+ 2.8%
$19.1K - $24.9K
7.34K $897K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.25%
$19.1K - $24.9K
79.3K $9.68M
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
200
+ 5.42%
$19.1K - $24.9K
3.89K $475K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
198
+ 9.29%
$18.9K - $24.6K
2.33K $285K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
197
+ 5.05%
$18.8K - $24.5K
4.1K $500K
Nov 14, 2023 Q3 2023
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
197
+ 0.68%
$18.8K - $24.5K
29.2K $3.56M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
196
+ 3.59%
$18.7K - $24.4K
5.66K $691K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
190
+ 0.97%
$18.1K - $23.6K
19.8K $2.42M
Nov 09, 2023 Q3 2023
Wilkins Investment Counsel Inc

BUY
 -
189
+ 4.74%
$18K - $23.5K
4.18K $510K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
186
+ 14.16%
$17.7K - $23.1K
1.5K $183K
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
184
+ 6.76%
$17.6K - $22.9K
2.9K $355K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
184
+ 1.65%
$17.6K - $22.9K
11.3K $1.38M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
183
+ 6.55%
$17.5K - $22.7K
2.98K $363K
Nov 14, 2023 Q3 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
181
+ 43.51%
$17.3K - $22.5K
597 $72.9K
Nov 03, 2023 Q3 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
176
+ 2.82%
$16.8K - $21.9K
6.43K $785K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
176
+ 7.19%
$16.8K - $21.9K
2.62K $320K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
174
+ 6.23%
$16.6K - $21.6K
2.97K $363K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
172
+ 0.32%
$16.4K - $21.4K
53.5K $6.54M
Nov 14, 2023 Q3 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
169
+ 4.65%
$16.1K - $21K
3.8K $464K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
165
+ 9.9%
$15.7K - $20.5K
1.83K $224K
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
162
+ 3.66%
$15.5K - $20.1K
4.59K $561K
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
161
+ 4.95%
$15.4K - $20K
3.42K $417K
Nov 14, 2023 Q3 2023
Ethic Inc.

New York, NY
BUY
 -
159
+ 7.27%
$15.2K - $19.8K
2.35K $287K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
158
+ 2.67%
$15.1K - $19.6K
6.07K $742K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
158
New
$15.1K - $19.6K
158 $19.3K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
157
+ 5.48%
$15K - $19.5K
3.02K $369K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
155
+ 0.33%
$14.8K - $19.3K
47.8K $5.84M
Oct 10, 2023 Q3 2023
Stolper CO

BUY
 -
151
+ 0.34%
$14.4K - $18.8K
44.8K $5.47M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
151
+ 134.82%
$14.4K - $18.8K
263 $32.1K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
150
+ 7.0%
$14.3K - $18.6K
2.29K $280K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
150
+ 47.62%
$14.3K - $18.6K
465 $56.8K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
150
New
$14.3K - $18.6K
150 $18.3K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
148
New
$14.1K - $18.4K
148 $18.1K
Oct 13, 2023 Q3 2023
Martin Capital Partners, LLC

BUY
 -
147
+ 0.42%
$14K - $18.3K
35.3K $4.31M
Oct 24, 2023 Q3 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
147
+ 6.11%
$14K - $18.3K
2.55K $312K
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
145
+ 6.86%
$13.8K - $18K
2.26K $276K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
145
+ 8.36%
$13.8K - $18K
1.88K $230K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
142
+ 3.33%
$13.5K - $17.6K
4.41K $539K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
140
+ 0.39%
$13.4K - $17.4K
35.7K $4.36M
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
139
+ 0.33%
$13.3K - $17.3K
41.7K $5.1M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
138
+ 82.14%
$13.2K - $17.2K
306 $37.4K
Oct 25, 2023 Q3 2023
Bnc Wealth Management, LLC

BUY
 -
136
+ 0.47%
$13K - $16.9K
29.1K $3.56M

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