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
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.81K+ 4.41% |
$363K - $474K
|
90.2K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.79KNew |
$361K - $471K
|
3.79K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
3.76K+ 18.72% |
$359K - $467K
|
23.8K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.66K+ 47.63% |
$349K - $455K
|
11.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.61K+ 48.33% |
$345K - $449K
|
11.1K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.6K+ 59.43% |
$343K - $447K
|
9.64K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.56K+ 15.33% |
$340K - $443K
|
26.8K
$3.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.56KNew |
$340K - $442K
|
3.56K
$439K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.55KNew |
$339K - $441K
|
3.55K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.55K+ 1562.56% |
$338K - $441K
|
3.77K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.54KNew |
$338K - $440K
|
3.54K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.42K+ 323.08% |
$326K - $424K
|
4.47K
$551K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.39K+ 0.51% |
$323K - $421K
|
665K
$82M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
3.34K+ 13.04% |
$319K - $415K
|
29K
$3.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.31K+ 6.59% |
$316K - $411K
|
53.5K
$6.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.31K+ 1.06% |
$315K - $411K
|
314K
$38.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.28KNew |
$313K - $408K
|
3.28K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.25K+ 18.52% |
$310K - $404K
|
20.8K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.24K+ 111.72% |
$309K - $403K
|
6.14K
$757K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.21K+ 18.8% |
$307K - $399K
|
20.3K
$2.51M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$305K - $397K
|
3.2K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.19K+ 5.89% |
$304K - $396K
|
57.3K
$7.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
3.16K+ 4.89% |
$302K - $393K
|
67.8K
$8.36M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.16K+ 0.35% |
$301K - $392K
|
905K
$112M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.15KNew |
$301K - $392K
|
3.15K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.15K+ 45.92% |
$300K - $391K
|
10K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.05K+ 0.96% |
$291K - $379K
|
320K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3K+ 100.13% |
$287K - $373K
|
6K
$740K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.97K+ 45.78% |
$283K - $369K
|
9.46K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$280K - $365K
|
2.94K
$363K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.94K+ 5.52% |
$280K - $365K
|
56.2K
$6.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.9K+ 37.11% |
$277K - $361K
|
10.7K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.88KNew |
$275K - $358K
|
2.88K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.77K+ 11.78% |
$264K - $344K
|
26.3K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.76KNew |
$263K - $343K
|
2.76K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.76KNew |
$263K - $343K
|
2.76K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.74KNew |
$262K - $341K
|
2.74K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.74KNew |
$261K - $340K
|
2.74K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.67KNew |
$254K - $331K
|
2.67K
$329K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
2.6KNew |
$248K - $323K
|
2.6K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.58KNew |
$246K - $321K
|
2.58K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53KNew |
$241K - $314K
|
2.53K
$312K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$240K - $313K
|
2.52K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.51KNew |
$239K - $312K
|
2.51K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.5KNew |
$239K - $311K
|
2.5K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.47K+ 10.31% |
$235K - $307K
|
26.4K
$3.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.46KNew |
$235K - $306K
|
2.46K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.46K+ 42.62% |
$235K - $306K
|
8.24K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.43K+ 37.44% |
$232K - $302K
|
8.92K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$231K - $301K
|
2.42K
$299K
|