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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.97KNew |
$433K - $539K
|
3.97K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.92KNew |
$428K - $532K
|
3.92K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.9K+ 11.65% |
$426K - $529K
|
37.4K
$4.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
3.86KNew |
$421K - $524K
|
3.86K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.85KNew |
$421K - $523K
|
3.85K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85K+ 5.88% |
$420K - $523K
|
69.4K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.82KNew |
$417K - $518K
|
3.82K
$467K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.79KNew |
$414K - $514K
|
3.79K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.73KNew |
$407K - $506K
|
3.73K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.69K+ 6.48% |
$403K - $501K
|
60.7K
$7.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.67K+ 32.93% |
$401K - $498K
|
14.8K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.6K+ 9.63% |
$393K - $488K
|
40.9K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.58K+ 8.52% |
$391K - $486K
|
45.6K
$5.57M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.49K+ 107.72% |
$381K - $474K
|
6.73K
$822K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.48K+ 112.07% |
$380K - $473K
|
6.59K
$805K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.42K+ 189.88% |
$373K - $464K
|
5.22K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 4.75% |
$360K - $448K
|
72.8K
$8.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.25K+ 3.12% |
$354K - $441K
|
107K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$354K - $440K
|
3.25K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.17KNew |
$346K - $430K
|
3.17K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.15KNew |
$344K - $428K
|
3.15K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 121.62% |
$343K - $427K
|
5.73K
$700K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.13KNew |
$341K - $424K
|
3.13K
$382K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.09KNew |
$337K - $419K
|
3.09K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 6.46% |
$334K - $415K
|
50.3K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.01KNew |
$329K - $409K
|
3.01K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3KNew |
$328K - $407K
|
3K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.99K+ 3.77% |
$327K - $406K
|
82.3K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.99KNew |
$326K - $405K
|
2.99K
$365K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.97K+ 10.61% |
$325K - $404K
|
31K
$3.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.9K+ 66.72% |
$316K - $393K
|
7.23K
$884K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.89K+ 0.8% |
$316K - $393K
|
363K
$44.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.88KNew |
$314K - $391K
|
2.88K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.85KNew |
$311K - $387K
|
2.85K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.84K+ 1.61% |
$310K - $385K
|
179K
$21.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.83KNew |
$309K - $384K
|
2.83K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.82K+ 8.43% |
$308K - $383K
|
36.3K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.8K+ 1.89% |
$305K - $379K
|
151K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.78KNew |
$304K - $378K
|
2.78K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.78K+ 119.87% |
$303K - $377K
|
5.09K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.74KNew |
$299K - $372K
|
2.74K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.72K+ 9.23% |
$297K - $369K
|
32.2K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.7K+ 300.0% |
$295K - $366K
|
3.6K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.64K+ 1.61% |
$288K - $359K
|
167K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$288K - $358K
|
2.64K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.62KNew |
$286K - $355K
|
2.62K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.61K+ 18.28% |
$285K - $355K
|
16.9K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.58K+ 80.83% |
$282K - $351K
|
5.78K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.58K+ 12.94% |
$281K - $350K
|
22.5K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.58KNew |
$281K - $349K
|
2.58K
$315K
|