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 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
22+ 0.93% |
$2.1K - $2.73K
|
2.38K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22+ 0.54% |
$2.1K - $2.73K
|
4.12K
$503K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.91K - $2.49K
|
20
$2.44K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
20+ 0.6% |
$1.91K - $2.49K
|
3.37K
$412K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 0.18% |
$1.91K - $2.49K
|
10.9K
$1.33M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 1.96% |
$1.91K - $2.49K
|
1.04K
$127K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.61% |
$1.81K - $2.36K
|
3.13K
$382K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.35% |
$1.81K - $2.36K
|
5.51K
$673K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.38% |
$1.81K - $2.36K
|
5.06K
$618K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
19+ 0.7% |
$1.81K - $2.36K
|
2.74K
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 2.31% |
$1.62K - $2.11K
|
753
$92K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 0.49% |
$1.62K - $2.11K
|
3.48K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 6.48% |
$1.53K - $1.99K
|
263
$32.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.67% |
$1.53K - $1.99K
|
2.41K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
16+ 0.18% |
$1.53K - $1.99K
|
8.86K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
14+ 0.37% |
$1.34K - $1.74K
|
3.77K
$461K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 0.06% |
$1.34K - $1.74K
|
25.2K
$3.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.34K - $1.74K
|
14
$1.71K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14+ 0.39% |
$1.34K - $1.74K
|
3.58K
$437K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 0.44% |
$1.34K - $1.74K
|
3.19K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
14+ 0.45% |
$1.34K - $1.74K
|
3.15K
$384K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 3.66% |
$1.34K - $1.74K
|
397
$48.5K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
13+ 0.46% |
$1.24K - $1.62K
|
2.82K
$344K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.49% |
$1.24K - $1.62K
|
2.69K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13+ 0.3% |
$1.24K - $1.62K
|
4.39K
$537K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 0.93% |
$1.24K - $1.62K
|
1.42K
$173K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 1.12% |
$1.14K - $1.49K
|
1.08K
$132K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.34% |
$1.14K - $1.49K
|
3.54K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12+ 0.07% |
$1.14K - $1.49K
|
17.6K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.52% |
$1.14K - $1.49K
|
2.32K
$283K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 3.16% |
$1.05K - $1.37K
|
359
$43.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 157.14% |
$1.05K - $1.37K
|
18
$2.2K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
11+ 0.25% |
$1.05K - $1.37K
|
4.4K
$538K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$954 - $1.24K
|
3.24K
$396K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.32% |
$954 - $1.24K
|
3.12K
$381K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
10+ 0.29% |
$954 - $1.24K
|
3.42K
$418K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.48% |
$859 - $1.12K
|
1.89K
$231K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$859 - $1.12K
|
16.6K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 2.17% |
$763 - $994
|
376
$45.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.98% |
$668 - $870
|
723
$88.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 3.91% |
$668 - $870
|
186
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$668 - $870
|
1.88K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 3.45% |
$572 - $746
|
180
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$572 - $746
|
6
$733
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
5+ 0.1% |
$477 - $621
|
5.11K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.89% |
$477 - $621
|
564
$68.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5+ 0.01% |
$477 - $621
|
71.6K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$477 - $621
|
4.3K
$525K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 62.5% |
$477 - $621
|
13
$1.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.17% |
$382 - $497
|
2.34K
$285K
|