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 09, 2024 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
135
+ 1.97%
$12.9K - $16.8K
6.97K $852K
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
131
+ 1.27%
$12.5K - $16.3K
10.5K $1.28M
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

BUY
 -
130
+ 3.17%
$12.4K - $16.2K
4.23K $516K
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
130
+ 0.08%
$12.4K - $16.2K
172K $21M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
129
+ 5.17%
$12.3K - $16K
2.62K $321K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
128
+ 0.89%
$12.2K - $15.9K
14.5K $1.77M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
127
+ 0.32%
$12.1K - $15.8K
40.4K $4.94M
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
125
+ 1.04%
$11.9K - $15.5K
12.2K $1.49M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
122
+ 4.09%
$11.6K - $15.2K
3.11K $380K
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
120
+ 4.96%
$11.4K - $14.9K
2.54K $310K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
115
New
$11K - $14.3K
115 $14K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
115
+ 12.46%
$11K - $14.3K
1.04K $127K
Oct 25, 2023 Q3 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
112
+ 7.57%
$10.7K - $13.9K
1.59K $194K
Jan 28, 2025 Q3 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
110
+ 1.39%
$10.5K - $13.7K
8K $978K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
109
+ 6.75%
$10.4K - $13.5K
1.73K $211K
Nov 08, 2023 Q3 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
108
+ 0.9%
$10.3K - $13.4K
12.1K $1.48M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
104
+ 148.57%
$9.92K - $12.9K
174 $21.3K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
104
New
$9.92K - $12.9K
104 $12.7K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
101
+ 162.9%
$9.64K - $12.6K
163 $19.9K
Oct 19, 2023 Q3 2023
Trust CO Of Virginia

BUY
 -
100
+ 4.28%
$9.54K - $12.4K
2.44K $298K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
100
+ 2.92%
$9.54K - $12.4K
3.53K $431K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
100
+ 0.57%
$9.54K - $12.4K
17.6K $2.15M
Nov 09, 2023 Q3 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
100
+ 11.63%
$9.54K - $12.4K
960 $117K
Nov 13, 2023 Q3 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
100
+ 6.66%
$9.54K - $12.4K
1.6K $196K
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
98
+ 1.23%
$9.35K - $12.2K
8.07K $986K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
97
+ 8.7%
$9.25K - $12.1K
1.21K $148K
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
94
+ 2.0%
$8.97K - $11.7K
4.79K $585K
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
94
+ 2.0%
$8.97K - $11.7K
4.79K $585K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
93
+ 3.47%
$8.87K - $11.6K
2.77K $339K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
92
+ 1.93%
$8.78K - $11.4K
4.86K $594K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
90
+ 2.05%
$8.59K - $11.2K
4.47K $546K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
86
+ 1.47%
$8.2K - $10.7K
5.92K $723K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
85
+ 2.93%
$8.11K - $10.6K
2.99K $365K
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
84
+ 2.11%
$8.01K - $10.4K
4.06K $496K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
83
+ 0.24%
$7.92K - $10.3K
35K $4.28M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
80
+ 83.33%
$7.63K - $9.94K
176 $21.5K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
78
+ 3.87%
$7.44K - $9.69K
2.09K $256K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
77
New
$7.35K - $9.57K
77 $9.41K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
75
+ 30.12%
$7.16K - $9.32K
324 $39.6K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
73
+ 2.07%
$6.96K - $9.07K
3.6K $440K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
73
+ 3.06%
$6.96K - $9.07K
2.46K $300K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
72
+ 2.44%
$6.87K - $8.95K
3.03K $370K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
71
+ 1.56%
$6.77K - $8.82K
4.62K $564K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
66
+ 13.23%
$6.3K - $8.2K
565 $69K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
65
+ 2.18%
$6.2K - $8.08K
3.05K $372K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
65
+ 9.64%
$6.2K - $8.08K
739 $90.3K
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
65
+ 2.04%
$6.2K - $8.08K
3.25K $397K
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
64
+ 11.23%
$6.11K - $7.95K
634 $77.4K
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
63
+ 2.99%
$6.01K - $7.83K
2.17K $265K

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