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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-14- 1.12% |
$1.34K - $1.74K
|
1.24K
$149K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 0.9% |
$1.34K - $1.74K
|
1.55K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-15- 0.59% |
$1.43K - $1.86K
|
2.52K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.3% |
$1.43K - $1.86K
|
4.96K
$599K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$1.43K - $1.86K
|
50
$6.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17- 0.28% |
$1.62K - $2.11K
|
6.14K
$741K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-19- 0.15% |
$1.81K - $2.36K
|
12.5K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-19- 2.23% |
$1.81K - $2.36K
|
834
$101K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.11% |
$1.91K - $2.49K
|
17.7K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$1.91K - $2.49K
|
7.73K
$934K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-21- 0.66% |
$2K - $2.61K
|
3.17K
$383K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-21- 0.79% |
$2K - $2.61K
|
2.62K
$317K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-22- 0.32% |
$2.1K - $2.73K
|
6.76K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 55.0% |
$2.1K - $2.73K
|
18
$2.18K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-23- 0.33% |
$2.19K - $2.86K
|
6.93K
$837K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-25- 0.49% |
$2.39K - $3.11K
|
5.07K
$613K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 5.32% |
$2.39K - $3.11K
|
445
$53.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25- 1.07% |
$2.39K - $3.11K
|
2.32K
$280K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 0.14% |
$2.39K - $3.11K
|
17.8K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-28- 0.77% |
$2.67K - $3.48K
|
3.6K
$435K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 3.48% |
$2.86K - $3.73K
|
833
$101K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-33- 0.48% |
$3.15K - $4.1K
|
6.87K
$830K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-34- 0.18% |
$3.24K - $4.23K
|
18.7K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.53% |
$3.24K - $4.23K
|
6.41K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-34- 0.75% |
$3.24K - $4.23K
|
4.49K
$542K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34- 0.18% |
$3.24K - $4.23K
|
18.7K
$2.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-35- 0.23% |
$3.34K - $4.35K
|
15.4K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.59% |
$3.34K - $4.35K
|
5.93K
$717K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-35- 0.45% |
$3.34K - $4.35K
|
7.7K
$931K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 0.59% |
$3.34K - $4.35K
|
5.93K
$717K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-36- 0.32% |
$3.43K - $4.47K
|
11.1K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-36- 0.14% |
$3.43K - $4.47K
|
25.5K
$3.09M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-36- 0.26% |
$3.43K - $4.47K
|
14K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-36- 3.31% |
$3.43K - $4.47K
|
1.05K
$127K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 0.5% |
$3.53K - $4.6K
|
7.32K
$885K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 3.89% |
$3.82K - $4.97K
|
989
$120K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-40- 1.55% |
$3.82K - $4.97K
|
2.55K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-41- 0.56% |
$3.91K - $5.1K
|
7.28K
$879K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-41- 0.93% |
$3.91K - $5.1K
|
4.37K
$528K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-42- 4.52% |
$4.01K - $5.22K
|
888
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-44- 1.49% |
$4.2K - $5.47K
|
2.9K
$351K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 1.47% |
$4.67K - $6.09K
|
3.28K
$397K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 50.0% |
$4.77K - $6.21K
|
50
$6.04K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-50- 0.39% |
$4.77K - $6.21K
|
12.7K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-51- 2.27% |
$4.87K - $6.34K
|
2.2K
$266K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-52- 1.75% |
$4.96K - $6.46K
|
2.93K
$353K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 1.1% |
$5.06K - $6.59K
|
4.79K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-53- 0.25% |
$5.06K - $6.59K
|
20.9K
$2.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-54- 2.34% |
$5.15K - $6.71K
|
2.25K
$272K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-57- 1.81% |
$5.44K - $7.08K
|
3.09K
$373K
|