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 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-702- 3.18% |
$67K - $87.2K
|
21.4K
$2.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-703- 12.47% |
$67.1K - $87.4K
|
4.93K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-707- 6.04% |
$67.4K - $87.9K
|
11K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-715- 13.82% |
$68.2K - $88.9K
|
4.46K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-724- 48.07% |
$69.1K - $90K
|
782
$95.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-740- 3.54% |
$70.6K - $92K
|
20.1K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-749- 11.12% |
$71.5K - $93.1K
|
5.99K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-775- 1.9% |
$73.9K - $96.3K
|
40.1K
$4.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-797- 8.32% |
$76K - $99.1K
|
8.78K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-797- 18.93% |
$76K - $99.1K
|
3.41K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.82% |
$76.3K - $99.4K
|
27.6K
$3.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 5.97% |
$76.3K - $99.4K
|
12.6K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-800- 11.16% |
$76.3K - $99.4K
|
6.37K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-838- 0.23% |
$79.9K - $104K
|
357K
$43.6M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-842- 1.9% |
$80.3K - $105K
|
43.4K
$5.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-847- 19.27% |
$80.8K - $105K
|
3.55K
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-861- 1.29% |
$82.1K - $107K
|
66K
$8.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-872- 17.94% |
$83.2K - $108K
|
3.99K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-874- 0.3% |
$83.4K - $109K
|
295K
$36M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-878- 2.35% |
$83.8K - $109K
|
36.5K
$4.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-888- 18.57% |
$84.7K - $110K
|
3.89K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-893- 1.03% |
$85.2K - $111K
|
85.8K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-896- 22.34% |
$85.5K - $111K
|
3.11K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-900- 44.51% |
$85.9K - $112K
|
1.12K
$137K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-917- 16.4% |
$87.5K - $114K
|
4.67K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-920- 10.88% |
$87.8K - $114K
|
7.54K
$921K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-928- 0.5% |
$88.5K - $115K
|
187K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-971- 4.35% |
$92.6K - $121K
|
21.4K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-973- 34.64% |
$92.8K - $121K
|
1.84K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-985- 2.37% |
$94K - $122K
|
40.5K
$4.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 35.32% |
$95.7K - $125K
|
1.84K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.01K- 22.07% |
$96.5K - $126K
|
3.57K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.01K- 4.45% |
$96.6K - $126K
|
21.7K
$2.66M
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.02K- 7.86% |
$97K - $126K
|
11.9K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.02K- 18.42% |
$97.7K - $127K
|
4.54K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.03K- 24.41% |
$98.3K - $128K
|
3.19K
$390K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.06K- 29.94% |
$101K - $132K
|
2.48K
$303K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.1K- 9.21% |
$105K - $136K
|
10.8K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.1K- 2.27% |
$105K - $137K
|
47.3K
$5.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 11.8% |
$105K - $137K
|
8.24K
$1.01M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.11K- 21.7% |
$105K - $137K
|
3.99K
$487K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.13K- 29.61% |
$107K - $140K
|
2.68K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.18K- 2.89% |
$112K - $146K
|
39.5K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.21K- 6.4% |
$115K - $150K
|
17.7K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.21K- 5.57% |
$115K - $150K
|
20.5K
$2.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.22K- 7.43% |
$117K - $152K
|
15.2K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.24K- 7.49% |
$118K - $154K
|
15.3K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.24K- 3.77% |
$118K - $154K
|
31.7K
$3.87M
|