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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
62+ 0.13% |
$5.91K - $7.71K
|
47K
$5.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62+ 8.62% |
$5.91K - $7.71K
|
781
$95.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
59+ 2.57% |
$5.63K - $7.33K
|
2.36K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
59+ 0.97% |
$5.63K - $7.33K
|
6.14K
$750K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
57+ 1.06% |
$5.44K - $7.08K
|
5.42K
$662K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
57+ 1.01% |
$5.44K - $7.08K
|
5.67K
$693K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
56New |
$5.34K - $6.96K
|
56
$6.84K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
55+ 0.47% |
$5.25K - $6.84K
|
11.7K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
53+ 0.51% |
$5.06K - $6.59K
|
10.4K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
52+ 0.72% |
$4.96K - $6.46K
|
7.31K
$893K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
51+ 0.9% |
$4.87K - $6.34K
|
5.7K
$697K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$4.77K - $6.21K
|
50
$6.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
50+ 1.85% |
$4.77K - $6.21K
|
2.75K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$4.77K - $6.21K
|
50
$6.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
50+ 1.3% |
$4.77K - $6.21K
|
3.89K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
48+ 2.19% |
$4.58K - $5.97K
|
2.24K
$274K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
47+ 1.58% |
$4.48K - $5.84K
|
3.03K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
46+ 0.8% |
$4.39K - $5.72K
|
5.82K
$711K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
45+ 0.52% |
$4.29K - $5.59K
|
8.76K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
44+ 0.39% |
$4.2K - $5.47K
|
11.3K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 1.91% |
$4.2K - $5.47K
|
2.34K
$286K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
44+ 1.29% |
$4.2K - $5.47K
|
3.44K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
43+ 1.07% |
$4.1K - $5.34K
|
4.08K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.9% |
$3.72K - $4.85K
|
4.35K
$532K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 1.62% |
$3.63K - $4.72K
|
2.38K
$290K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
38+ 0.89% |
$3.63K - $4.72K
|
4.3K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$3.63K - $4.72K
|
38
$4.64K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
36New |
$3.43K - $4.47K
|
36
$4.4K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
35+ 0.75% |
$3.34K - $4.35K
|
4.68K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34+ 4.98% |
$3.24K - $4.23K
|
717
$87.6K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
34+ 4.93% |
$3.24K - $4.23K
|
723
$88.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
33+ 0.36% |
$3.15K - $4.1K
|
9.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
33+ 0.25% |
$3.15K - $4.1K
|
13.3K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
33+ 0.55% |
$3.15K - $4.1K
|
6K
$733K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 49.25% |
$3.15K - $4.1K
|
100
$12.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
32New |
$3.05K - $3.98K
|
32
$3.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.23% |
$2.86K - $3.73K
|
1.37K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.28% |
$2.86K - $3.73K
|
10.8K
$1.32M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.23% |
$2.86K - $3.73K
|
1.37K
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
29+ 1.35% |
$2.77K - $3.6K
|
2.18K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
29+ 0.44% |
$2.77K - $3.6K
|
6.63K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$2.77K - $3.6K
|
8.07K
$985K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 96.43% |
$2.58K - $3.36K
|
55
$6.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
26+ 0.93% |
$2.48K - $3.23K
|
2.81K
$343K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
25+ 0.76% |
$2.39K - $3.11K
|
3.3K
$403K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
25+ 0.19% |
$2.39K - $3.11K
|
13.1K
$1.6M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
25+ 0.39% |
$2.39K - $3.11K
|
6.36K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
24+ 0.82% |
$2.29K - $2.98K
|
2.94K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23+ 0.31% |
$2.19K - $2.86K
|
7.36K
$899K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 0.64% |
$2.1K - $2.73K
|
3.48K
$425K
|