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 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-58- 1.88% |
$5.53K - $7.21K
|
3.03K
$373K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 2.64% |
$5.63K - $7.33K
|
2.18K
$269K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-60- 1.75% |
$5.72K - $7.46K
|
3.37K
$416K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-60- 0.77% |
$5.72K - $7.46K
|
7.69K
$948K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-60- 4.43% |
$5.72K - $7.46K
|
1.3K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-60- 0.07% |
$5.72K - $7.46K
|
92.2K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-61- 2.68% |
$5.82K - $7.58K
|
2.22K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-61- 2.43% |
$5.82K - $7.58K
|
2.45K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-62- 3.63% |
$5.91K - $7.71K
|
1.65K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 1.1% |
$6.11K - $7.95K
|
5.75K
$709K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-65- 9.22% |
$6.2K - $8.08K
|
640
$78.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 1.53% |
$6.39K - $8.33K
|
4.3K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-74- 1.7% |
$7.06K - $9.2K
|
4.27K
$526K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-75- 0.35% |
$7.16K - $9.32K
|
21.1K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-75- 1.53% |
$7.16K - $9.32K
|
4.82K
$594K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 2.23% |
$7.25K - $9.45K
|
3.33K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77- -0.0% |
$7.35K - $9.57K
|
17.1M
$2.11B
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-79- 1.53% |
$7.54K - $9.82K
|
5.09K
$628K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-79- 0.15% |
$7.54K - $9.82K
|
53.6K
$6.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-80- 3.02% |
$7.63K - $9.94K
|
2.57K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-81- 11.17% |
$7.73K - $10.1K
|
644
$79.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-82- 2.04% |
$7.82K - $10.2K
|
3.93K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-86- 2.13% |
$8.2K - $10.7K
|
3.95K
$487K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-88- 0.29% |
$8.4K - $10.9K
|
29.8K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 6.67% |
$8.4K - $10.9K
|
1.23K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-89- 4.32% |
$8.49K - $11.1K
|
1.97K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-90- 0.44% |
$8.59K - $11.2K
|
20.5K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-97- 2.67% |
$9.25K - $12.1K
|
3.53K
$435K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 4.35% |
$9.35K - $12.2K
|
2.16K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.75% |
$9.54K - $12.4K
|
13.2K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-100- 2.76% |
$9.54K - $12.4K
|
3.53K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 2.27% |
$9.54K - $12.4K
|
4.3K
$531K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-102- 4.74% |
$9.73K - $12.7K
|
2.05K
$253K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 1.18% |
$9.92K - $12.9K
|
8.72K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-104- 4.73% |
$9.92K - $12.9K
|
2.1K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-105- 0.47% |
$10K - $13K
|
22K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-106- 1.13% |
$10.1K - $13.2K
|
9.24K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-110- 3.22% |
$10.5K - $13.7K
|
3.31K
$408K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-111- 3.63% |
$10.6K - $13.8K
|
2.95K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-113- 2.89% |
$10.8K - $14K
|
3.8K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-114- 0.24% |
$10.9K - $14.2K
|
46.4K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-114- 3.5% |
$10.9K - $14.2K
|
3.14K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-114- 8.03% |
$10.9K - $14.2K
|
1.31K
$161K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-115- 1.76% |
$11K - $14.3K
|
6.41K
$790K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-117- 1.54% |
$11.2K - $14.5K
|
7.46K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-120- 1.47% |
$11.4K - $14.9K
|
8.06K
$994K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-120- 1.78% |
$11.4K - $14.9K
|
6.61K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-121- 1.46% |
$11.5K - $15K
|
8.14K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 5.36% |
$12.4K - $16.2K
|
2.3K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-134- 42.41% |
$12.8K - $16.7K
|
182
$22.4K
|