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 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6.4K+ 34.04% |
$611K - $795K
|
25.2K
$3.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.28KNew |
$599K - $780K
|
6.28K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.27KNew |
$598K - $779K
|
6.27K
$773K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.11KNew |
$582K - $759K
|
6.11K
$753K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.11KNew |
$582K - $759K
|
6.11K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.1K+ 2.51% |
$582K - $758K
|
249K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6K+ 13.09% |
$573K - $746K
|
51.9K
$6.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.98K+ 25.51% |
$571K - $744K
|
29.4K
$3.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.92K+ 23.69% |
$565K - $736K
|
30.9K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.9K+ 16.79% |
$563K - $733K
|
41K
$5.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.8K+ 187.1% |
$553K - $721K
|
8.9K
$1.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.72KNew |
$545K - $710K
|
5.72K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.49KNew |
$524K - $683K
|
5.49K
$678K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 1.94% |
$513K - $669K
|
282K
$34.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.29K+ 4.67% |
$504K - $657K
|
118K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.28K+ 66.79% |
$504K - $656K
|
13.2K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$500K - $651K
|
5.24K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.2K+ 1.88% |
$496K - $646K
|
282K
$34.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.17K+ 2.32% |
$493K - $642K
|
227K
$28.1M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.07K+ 68.6% |
$484K - $631K
|
12.5K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.07K+ 11.6% |
$484K - $631K
|
48.8K
$6.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.01K+ 4.03% |
$478K - $623K
|
129K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.96K+ 2.9% |
$473K - $616K
|
176K
$21.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.81KNew |
$459K - $598K
|
4.81K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.74K+ 4.7% |
$452K - $589K
|
106K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.69K+ 41.63% |
$448K - $583K
|
16K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.67K+ 14.12% |
$446K - $581K
|
37.8K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.67K+ 17.29% |
$446K - $581K
|
31.7K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.57KNew |
$436K - $568K
|
4.57K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.49KNew |
$428K - $558K
|
4.49K
$554K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.47K+ 128.46% |
$426K - $555K
|
7.95K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.44KNew |
$423K - $551K
|
4.44K
$547K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.43KNew |
$423K - $551K
|
4.43K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.4K+ 16.33% |
$420K - $547K
|
31.4K
$3.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.37KNew |
$417K - $543K
|
4.37K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.37K+ 7.7% |
$416K - $542K
|
61K
$7.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.36KNew |
$416K - $541K
|
4.36K
$537K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.34KNew |
$414K - $539K
|
4.34K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
4.29K+ 47.16% |
$410K - $534K
|
13.4K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.28K+ 4501.05% |
$408K - $531K
|
4.37K
$539K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.18K+ 63.37% |
$399K - $520K
|
10.8K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.18KNew |
$398K - $519K
|
4.18K
$515K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.11KNew |
$392K - $511K
|
4.11K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.07K+ 9.28% |
$388K - $505K
|
47.9K
$5.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4.04KNew |
$385K - $502K
|
4.04K
$498K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.02K+ 12.94% |
$383K - $499K
|
35.1K
$4.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.97KNew |
$379K - $493K
|
3.97K
$489K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.93K+ 8.13% |
$374K - $488K
|
52.2K
$6.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.81KNew |
$364K - $474K
|
3.81K
$470K
|
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.81KNew |
$364K - $474K
|
3.81K
$470K
|