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 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
81.5KNew |
$7.78M - $10.1M
|
81.5K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
81.3KNew |
$7.75M - $10.1M
|
81.3K
$9.93M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
80.5K+ 60.4% |
$7.68M - $10M
|
214K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79.3KNew |
$7.57M - $9.86M
|
79.3K
$9.69M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
76.8K+ 72.91% |
$7.33M - $9.54M
|
182K
$22.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
74.1KNew |
$7.07M - $9.21M
|
74.1K
$9.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
73.6K+ 2874.22% |
$7.02M - $9.14M
|
76.1K
$9.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
58.3KNew |
$5.57M - $7.25M
|
58.3K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
55.3K+ 9.49% |
$5.28M - $6.87M
|
638K
$77.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.6K+ 7.37% |
$4.73M - $6.16M
|
722K
$88.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
46.4K+ 1.67% |
$4.43M - $5.77M
|
2.82M
$344M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39.5K+ 315.93% |
$3.77M - $4.91M
|
52K
$6.35M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
39.3K+ 4.54% |
$3.75M - $4.88M
|
904K
$110M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
38.4K+ 32.3% |
$3.67M - $4.78M
|
157K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
37.9KNew |
$3.62M - $4.71M
|
37.9K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
34.6K+ 6.95% |
$3.3M - $4.3M
|
532K
$65M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34.2K+ 1312.6% |
$3.26M - $4.25M
|
36.8K
$4.49M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.5KNew |
$3.19M - $4.16M
|
33.5K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
31.2K+ 63.46% |
$2.97M - $3.87M
|
80.2K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
29.4KNew |
$2.81M - $3.65M
|
29.4K
$3.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.2K+ 5.37% |
$2.79M - $3.63M
|
574K
$70.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
29K+ 2.39% |
$2.77M - $3.61M
|
1.25M
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.1K+ 256.67% |
$2.39M - $3.12M
|
34.9K
$4.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
23.9KNew |
$2.28M - $2.97M
|
23.9K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.8K+ 101.6% |
$2.27M - $2.96M
|
47.3K
$5.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8K+ 234.62% |
$2.27M - $2.96M
|
34K
$4.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
23.5K+ 43.23% |
$2.24M - $2.92M
|
77.8K
$9.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.5K+ 3.16% |
$2.24M - $2.92M
|
767K
$93.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
23.5KNew |
$2.24M - $2.92M
|
23.5K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23.3K+ 6288.65% |
$2.22M - $2.89M
|
23.6K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
22.2K+ 63.78% |
$2.12M - $2.76M
|
57K
$6.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.7K+ 2.89% |
$2.07M - $2.7M
|
774K
$94.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
21.7KNew |
$2.07M - $2.69M
|
21.7K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.4K+ 369.46% |
$2.04M - $2.65M
|
27.1K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 12.7% |
$2M - $2.6M
|
186K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20.6KNew |
$1.96M - $2.56M
|
20.6K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.4KNew |
$1.95M - $2.54M
|
20.4K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20KNew |
$1.91M - $2.48M
|
20K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
19.8KNew |
$1.88M - $2.45M
|
19.8K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
19.7K+ 4.95% |
$1.88M - $2.45M
|
418K
$51M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.5K+ 6.93% |
$1.86M - $2.43M
|
301K
$36.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18.8KNew |
$1.8M - $2.34M
|
18.8K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
18.8K+ 18.83% |
$1.79M - $2.33M
|
118K
$14.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18KNew |
$1.72M - $2.23M
|
18K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
17.4KNew |
$1.66M - $2.17M
|
17.4K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
17.3K+ 7.9% |
$1.65M - $2.15M
|
237K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 7.45% |
$1.63M - $2.12M
|
246K
$30.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 6.99% |
$1.63M - $2.12M
|
261K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
17.1K+ 99.09% |
$1.63M - $2.12M
|
34.3K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
17K+ 1.9% |
$1.63M - $2.12M
|
916K
$112M
|