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 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.84K- 6.71% |
$175K - $228K
|
25.6K
$3.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.85K- 30.18% |
$176K - $230K
|
4.27K
$516K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.87K- 1.42% |
$178K - $232K
|
130K
$15.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.88K- 17.17% |
$179K - $234K
|
9.07K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.9K- 1.22% |
$181K - $236K
|
154K
$18.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.91K- 4.34% |
$182K - $238K
|
42.2K
$5.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2K- 58.6% |
$191K - $249K
|
1.41K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.05K- 7.07% |
$196K - $255K
|
27K
$3.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 1.0% |
$196K - $255K
|
203K
$24.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.06K- 2.29% |
$196K - $256K
|
87.6K
$10.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.08K- 20.9% |
$199K - $259K
|
7.88K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.09K- 20.92% |
$199K - $259K
|
7.88K
$952K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.16K- 2.92% |
$206K - $268K
|
71.7K
$8.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 37.0% |
$214K - $278K
|
3.81K
$460K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.26K- 30.78% |
$216K - $281K
|
5.08K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.35K- 53.62% |
$225K - $293K
|
2.04K
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 31.91% |
$227K - $295K
|
5.07K
$612K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.38K- 9.73% |
$227K - $296K
|
22.1K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.41K- 14.79% |
$230K - $300K
|
13.9K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.51K- 3.61% |
$239K - $311K
|
67K
$8.09M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.57K- 8.29% |
$245K - $319K
|
28.4K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58KClosed |
$246K - $321K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.59K- 22.59% |
$247K - $322K
|
8.88K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.6K- 2.0% |
$248K - $323K
|
127K
$15.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.62K- 6.84% |
$249K - $325K
|
35.6K
$4.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.62K- 24.64% |
$250K - $326K
|
8.02K
$969K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.64K- 37.27% |
$252K - $328K
|
4.44K
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.65K- 53.84% |
$253K - $330K
|
2.27K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.66K- 5.66% |
$254K - $331K
|
44.4K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.67K- 16.61% |
$254K - $331K
|
13.4K
$1.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2.7K- 25.86% |
$258K - $336K
|
7.74K
$935K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.74K- 7.43% |
$262K - $341K
|
34.2K
$4.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.74K- 5.37% |
$262K - $341K
|
48.4K
$5.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.75K- 6.64% |
$262K - $341K
|
38.6K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.75K- 40.41% |
$262K - $342K
|
4.06K
$490K
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.81K- 2.16% |
$268K - $349K
|
127K
$15.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.81K- 11.14% |
$268K - $349K
|
22.4K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.87K- 10.39% |
$274K - $357K
|
24.7K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.96K- 14.53% |
$282K - $368K
|
17.4K
$2.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.03K- 5.69% |
$289K - $377K
|
50.2K
$6.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-3.05K- 9.79% |
$291K - $379K
|
28.1K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.09K- 4.34% |
$295K - $384K
|
68.1K
$8.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3.17K- 52.11% |
$302K - $394K
|
2.91K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.18K- 4.34% |
$303K - $395K
|
70K
$8.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.23K- 76.37% |
$308K - $401K
|
999
$121K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.25K- 2.73% |
$310K - $404K
|
116K
$14M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.26K- 4.7% |
$311K - $405K
|
66.1K
$7.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3.38K- 1.12% |
$322K - $420K
|
297K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.48K- 13.82% |
$332K - $432K
|
21.7K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.49K- 8.78% |
$333K - $434K
|
36.3K
$4.39M
|