Purchases and Sales Made in Q4 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
401+ 3.09% |
$43.8K - $54.4K
|
13.4K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
400+ 16.65% |
$43.7K - $54.3K
|
2.8K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
397+ 0.4% |
$43.3K - $53.9K
|
99.2K
$12M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
393+ 6.93% |
$42.9K - $53.3K
|
6.07K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
386+ 1.0% |
$42.1K - $52.4K
|
38.9K
$4.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
385+ 6.31% |
$42K - $52.3K
|
6.49K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
380+ 6.4% |
$41.5K - $51.6K
|
6.31K
$763K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
377+ 7.67% |
$41.2K - $51.2K
|
5.29K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
375+ 23.42% |
$40.9K - $50.9K
|
1.98K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
373+ 3.09% |
$40.7K - $50.6K
|
12.4K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
366+ 2.92% |
$40K - $49.7K
|
12.9K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
365+ 0.15% |
$39.9K - $49.5K
|
245K
$29.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
364+ 19.22% |
$39.7K - $49.4K
|
2.26K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
364+ 15.69% |
$39.7K - $49.4K
|
2.68K
$324K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
362+ 4.59% |
$39.5K - $49.1K
|
8.24K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
362+ 4.59% |
$39.5K - $49.1K
|
8.24K
$996K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
360+ 5.46% |
$39.3K - $48.9K
|
6.96K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
354+ 5.9% |
$38.7K - $48K
|
6.36K
$768K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
351+ 7.43% |
$38.3K - $47.6K
|
5.08K
$613K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
350+ 3.55% |
$38.2K - $47.5K
|
10.2K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
350+ 8.15% |
$38.2K - $47.5K
|
4.65K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 17.77% |
$38.2K - $47.5K
|
2.32K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
333+ 17.87% |
$36.4K - $45.2K
|
2.2K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
332+ 10.51% |
$36.3K - $45.1K
|
3.49K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
327+ 8.67% |
$35.7K - $44.4K
|
4.1K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
323+ 162.31% |
$35.3K - $43.8K
|
522
$63.1K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
323+ 587.27% |
$35.3K - $43.8K
|
378
$45.7K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
321+ 17.89% |
$35K - $43.6K
|
2.12K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
319+ 10.06% |
$34.8K - $43.3K
|
3.49K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
317+ 1.94% |
$34.6K - $43K
|
16.6K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
313+ 12.26% |
$34.2K - $42.5K
|
2.87K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
310+ 158.16% |
$33.8K - $42.1K
|
506
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
307+ 11.0% |
$33.5K - $41.7K
|
3.1K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
305+ 1.7% |
$33.3K - $41.4K
|
18.2K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
305New |
$33.3K - $41.4K
|
305
$36.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
301+ 16.18% |
$32.9K - $40.9K
|
2.16K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
301+ 10.54% |
$32.9K - $40.9K
|
3.16K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
298+ 1.58% |
$32.5K - $40.4K
|
19.1K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
285+ 1.6% |
$31.1K - $38.7K
|
18.2K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
283+ 0.05% |
$30.9K - $38.4K
|
538K
$64.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
282+ 9.89% |
$30.8K - $38.3K
|
3.13K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
274New |
$29.9K - $37.2K
|
274
$33.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
271+ 13.87% |
$29.6K - $36.8K
|
2.23K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
268New |
$29.3K - $36.4K
|
268
$32.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 26.61% |
$29.3K - $36.4K
|
1.28K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
261+ 8.79% |
$28.5K - $35.4K
|
3.23K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
259+ 5.84% |
$28.3K - $35.2K
|
4.69K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
251+ 3.16% |
$27.4K - $34.1K
|
8.2K
$990K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$27.3K - $33.9K
|
250
$30.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
250+ 12.09% |
$27.3K - $33.9K
|
2.32K
$280K
|