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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-138- 6.28% |
$13.2K - $17.2K
|
2.06K
$251K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-141- 1.44% |
$13.5K - $17.5K
|
9.63K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-141- 2.66% |
$13.5K - $17.5K
|
5.17K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-142- 3.77% |
$13.5K - $17.6K
|
3.62K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-143- 6.14% |
$13.6K - $17.8K
|
2.19K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-150- 0.83% |
$14.3K - $18.6K
|
17.9K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-150- 2.43% |
$14.3K - $18.6K
|
6.02K
$735K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-153- 6.1% |
$14.6K - $19K
|
2.36K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-154- 3.88% |
$14.7K - $19.1K
|
3.82K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-157- 6.0% |
$15K - $19.5K
|
2.46K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-165- 1.06% |
$15.7K - $20.5K
|
15.4K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-168- 4.29% |
$16K - $20.9K
|
3.75K
$458K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 3.42% |
$16.1K - $21K
|
4.77K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-171- 0.44% |
$16.3K - $21.3K
|
38.8K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-174- 1.25% |
$16.6K - $21.6K
|
13.7K
$1.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-176- 0.61% |
$16.8K - $21.9K
|
28.6K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-180- 4.0% |
$17.2K - $22.4K
|
4.32K
$528K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-181- 0.71% |
$17.3K - $22.5K
|
25.4K
$3.11M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-181- 0.71% |
$17.3K - $22.5K
|
25.4K
$3.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-183- 3.79% |
$17.5K - $22.7K
|
4.65K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-184- 1.67% |
$17.6K - $22.9K
|
10.8K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-185- 1.45% |
$17.6K - $23K
|
12.5K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-186- 0.78% |
$17.7K - $23.1K
|
23.8K
$2.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-187- 3.78% |
$17.8K - $23.2K
|
4.76K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-187- 1.6% |
$17.8K - $23.2K
|
11.5K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-189- 8.14% |
$18K - $23.5K
|
2.13K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-192- 0.28% |
$18.3K - $23.9K
|
69.1K
$8.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-192- 0.6% |
$18.3K - $23.9K
|
31.9K
$3.89M
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-194- 0.8% |
$18.5K - $24.1K
|
24.2K
$2.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-195- 8.29% |
$18.6K - $24.2K
|
2.16K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-197- 2.81% |
$18.8K - $24.5K
|
6.81K
$832K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.56% |
$19.1K - $24.9K
|
3.4K
$415K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 9.18% |
$19.1K - $24.9K
|
1.98K
$242K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-205- 2.2% |
$19.6K - $25.5K
|
9.13K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-221- 4.09% |
$21.1K - $27.5K
|
5.19K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-223- 46.65% |
$21.3K - $27.7K
|
255
$31.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-228- 22.44% |
$21.8K - $28.3K
|
788
$96.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-230- 2.04% |
$21.9K - $28.6K
|
11.1K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-232- 6.22% |
$22.1K - $28.8K
|
3.5K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-237- 0.21% |
$22.6K - $29.5K
|
113K
$13.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-239- 3.17% |
$22.8K - $29.7K
|
7.31K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-240- 3.46% |
$22.9K - $29.8K
|
6.69K
$817K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-244- 1.61% |
$23.3K - $30.3K
|
14.9K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-245- 4.09% |
$23.4K - $30.4K
|
5.75K
$702K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-245- 4.68% |
$23.4K - $30.4K
|
4.99K
$610K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-247- 5.77% |
$23.6K - $30.7K
|
4.03K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-247- 11.0% |
$23.6K - $30.7K
|
2K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-250- 92.94% |
$23.9K - $31.1K
|
19
$2.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-252- 1.33% |
$24K - $31.3K
|
18.6K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-253- 4.94% |
$24.1K - $31.4K
|
4.87K
$595K
|