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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-254- 6.57% |
$24.2K - $31.6K
|
3.61K
$436K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-257- 1.55% |
$24.5K - $31.9K
|
16.3K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-258- 0.68% |
$24.6K - $32.1K
|
37.7K
$4.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-265- 5.64% |
$25.3K - $32.9K
|
4.44K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-265- 0.82% |
$25.3K - $32.9K
|
32K
$3.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-268- 2.06% |
$25.6K - $33.3K
|
12.7K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-270- 2.54% |
$25.8K - $33.6K
|
10.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-270- 6.06% |
$25.8K - $33.6K
|
4.18K
$505K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 66.58% |
$25.9K - $33.7K
|
136
$16.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-282- 7.55% |
$26.9K - $35K
|
3.45K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-282- 3.35% |
$26.9K - $35K
|
8.14K
$983K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 6.65% |
$27.2K - $35.4K
|
4K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-289- 13.68% |
$27.6K - $35.9K
|
1.82K
$220K
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-289- 13.68% |
$27.6K - $35.9K
|
1.82K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-293- 6.12% |
$28K - $36.4K
|
4.5K
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.8% |
$28.6K - $37.3K
|
16.3K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 22.95% |
$28.6K - $37.3K
|
1.01K
$122K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-300- 4.37% |
$28.6K - $37.3K
|
6.57K
$794K
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.29% |
$28.6K - $37.3K
|
104K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-302- 0.12% |
$28.8K - $37.5K
|
246K
$29.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-303- 4.38% |
$28.9K - $37.7K
|
6.61K
$798K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-304- 1.61% |
$29K - $37.8K
|
18.5K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-306- 7.82% |
$29.2K - $38K
|
3.61K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-308- 12.12% |
$29.4K - $38.3K
|
2.23K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-310- 3.88% |
$29.6K - $38.5K
|
7.68K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-321- 1.44% |
$30.6K - $39.9K
|
22K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-328- 0.62% |
$31.3K - $40.8K
|
52.8K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-331- 9.59% |
$31.6K - $41.1K
|
3.12K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-335- 0.45% |
$32K - $41.6K
|
74.2K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-340- 2.29% |
$32.4K - $42.3K
|
14.5K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-344- 3.67% |
$32.8K - $42.8K
|
9.02K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-345- 9.15% |
$32.9K - $42.9K
|
3.43K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-348- 10.86% |
$33.2K - $43.2K
|
2.86K
$345K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-350- 7.93% |
$33.4K - $43.5K
|
4.06K
$491K
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-350- 0.57% |
$33.4K - $43.5K
|
60.7K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-353- 7.35% |
$33.7K - $43.9K
|
4.45K
$537K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-355- 1.67% |
$33.9K - $44.1K
|
21K
$2.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-358- 11.04% |
$34.2K - $44.5K
|
2.89K
$349K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-365- 3.87% |
$34.8K - $45.4K
|
9.07K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-373- 1.78% |
$35.6K - $46.4K
|
20.6K
$2.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-376- 2.51% |
$35.9K - $46.7K
|
14.6K
$1.76M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-377- 3.97% |
$36K - $46.9K
|
9.11K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-382- 2.34% |
$36.4K - $47.5K
|
16K
$1.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-393- 1.48% |
$37.5K - $48.8K
|
26.2K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-393- 8.85% |
$37.5K - $48.8K
|
4.05K
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-400- 7.26% |
$38.2K - $49.7K
|
5.11K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 12.69% |
$38.2K - $49.7K
|
2.75K
$332K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-400- 0.76% |
$38.2K - $49.7K
|
52.2K
$6.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-408- 6.17% |
$38.9K - $50.7K
|
6.21K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-418- 2.89% |
$39.9K - $51.9K
|
14.1K
$1.7M
|