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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.24K- 3.77% |
$118K - $154K
|
31.7K
$3.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.25K- 11.7% |
$119K - $155K
|
9.41K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.25K- 11.65% |
$119K - $155K
|
9.48K
$1.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 34.93% |
$120K - $156K
|
2.33K
$288K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.26K- 3.52% |
$120K - $156K
|
34.5K
$4.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.27K- 8.84% |
$121K - $157K
|
13.1K
$1.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.27K- 8.32% |
$121K - $157K
|
14K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.31K- 13.67% |
$124K - $162K
|
8.24K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.32K- 2.85% |
$126K - $164K
|
44.9K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.32K- 2.39% |
$126K - $164K
|
53.7K
$6.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-1.33K- 1.95% |
$126K - $165K
|
66.7K
$8.22M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.33K- 16.21% |
$127K - $165K
|
6.87K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 4.63% |
$128K - $167K
|
27.6K
$3.41M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.36K- 1.34% |
$130K - $169K
|
100K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.37K- 2.88% |
$130K - $170K
|
46K
$5.68M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 19.78% |
$133K - $173K
|
5.65K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.42K- 5.14% |
$135K - $176K
|
26.1K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.44K- 18.98% |
$137K - $179K
|
6.14K
$757K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 26.17% |
$139K - $181K
|
4.1K
$506K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.48K- 8.24% |
$141K - $183K
|
16.4K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.49K- 4.6% |
$142K - $185K
|
30.9K
$3.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.5K- 4.67% |
$143K - $186K
|
30.7K
$3.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.51K- 14.32% |
$144K - $187K
|
9.02K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.52K- 0.84% |
$145K - $189K
|
179K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.52K- 32.62% |
$145K - $189K
|
3.15K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.53K- 31.33% |
$146K - $190K
|
3.35K
$413K
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.55K- 21.12% |
$148K - $193K
|
5.79K
$714K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.55K- 36.35% |
$148K - $193K
|
2.72K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.56K- 7.25% |
$148K - $193K
|
19.9K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.57K- 7.87% |
$150K - $195K
|
18.4K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.59K- 0.89% |
$152K - $198K
|
177K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.6K- 7.73% |
$152K - $198K
|
19.1K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.6K- 38.23% |
$153K - $199K
|
2.59K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 8.53% |
$153K - $200K
|
17.2K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.62K- 28.21% |
$154K - $201K
|
4.12K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.63K- 8.95% |
$156K - $203K
|
16.6K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.63K- 7.01% |
$156K - $203K
|
21.6K
$2.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.63K- 7.26% |
$156K - $203K
|
20.9K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.64K- 19.24% |
$156K - $204K
|
6.89K
$849K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.68K- 8.25% |
$160K - $209K
|
18.7K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.69K- 14.68% |
$161K - $210K
|
9.81K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.7K- 11.98% |
$162K - $211K
|
12.5K
$1.54M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.71K- 3.08% |
$163K - $212K
|
53.6K
$6.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.71K- 73.75% |
$163K - $212K
|
608
$75K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.71K- 10.11% |
$163K - $213K
|
15.2K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.75K- 20.94% |
$167K - $217K
|
6.6K
$814K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.77K- 6.85% |
$169K - $220K
|
24K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.8K- 14.11% |
$172K - $224K
|
10.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.8K- 4.56% |
$172K - $224K
|
37.7K
$4.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.83K- 5.69% |
$175K - $227K
|
30.3K
$3.74M
|