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 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$185K - $241K
|
1.94K
$239K
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$184K - $240K
|
1.93K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.93K+ 16.64% |
$184K - $239K
|
13.5K
$1.67M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.92KNew |
$183K - $239K
|
1.92K
$237K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.92K+ 8.75% |
$183K - $239K
|
23.9K
$2.94M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.92KNew |
$183K - $239K
|
1.92K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.91KNew |
$183K - $238K
|
1.91K
$236K
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.9KNew |
$182K - $237K
|
1.9K
$235K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$235K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$234K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$234K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.89KNew |
$181K - $235K
|
1.89K
$234K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
1.89KNew |
$180K - $235K
|
1.89K
$233K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.89KNew |
$180K - $235K
|
1.89K
$233K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$179K - $233K
|
1.88K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
1.88KNew |
$179K - $233K
|
1.88K
$231K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.87KNew |
$178K - $232K
|
1.87K
$230K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.87KNew |
$178K - $232K
|
1.87K
$230K
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.86KNew |
$178K - $232K
|
1.86K
$230K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.86KNew |
$178K - $232K
|
1.86K
$230K
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$229K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$229K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.85KNew |
$176K - $230K
|
1.85K
$228K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.84KNew |
$176K - $229K
|
1.84K
$227K
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.83KNew |
$175K - $228K
|
1.83K
$226K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.83KNew |
$174K - $227K
|
1.83K
$225K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.82KNew |
$174K - $227K
|
1.82K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.82K+ 3.88% |
$174K - $226K
|
48.7K
$6.01M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1.82KNew |
$173K - $226K
|
1.82K
$224K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.82K+ 10.1% |
$173K - $226K
|
19.8K
$2.44M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$222K
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$222K
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$222K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$222K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1.8KNew |
$171K - $223K
|
1.8K
$222K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.8KNew |
$171K - $223K
|
1.8K
$221K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$171K - $223K
|
1.79K
$221K
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.79KNew |
$171K - $223K
|
1.79K
$221K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.79K+ 13.3% |
$170K - $222K
|
15.2K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.79KNew |
$170K - $222K
|
1.79K
$220K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.78KNew |
$170K - $221K
|
1.78K
$219K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.78K+ 63.54% |
$169K - $221K
|
4.57K
$564K
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$219K
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$218K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$169K - $220K
|
1.77K
$218K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.77KNew |
$168K - $219K
|
1.77K
$218K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.76KNew |
$168K - $219K
|
1.76K
$218K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.76KNew |
$168K - $219K
|
1.76K
$217K
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.76KNew |
$167K - $218K
|
1.76K
$216K
|