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
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.58K- 11.51% |
$342K - $445K
|
27.5K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.58K- 59.89% |
$342K - $445K
|
2.4K
$293K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 3.16% |
$343K - $447K
|
110K
$13.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.61K- 3.46% |
$344K - $448K
|
101K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.64K- 5.89% |
$347K - $452K
|
58.1K
$7.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.64K- 28.9% |
$347K - $453K
|
8.96K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.67K- 4.03% |
$350K - $456K
|
87.4K
$10.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.68K- 5.57% |
$351K - $457K
|
62.4K
$7.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.74K- 2.46% |
$356K - $464K
|
148K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 8.95% |
$362K - $472K
|
38.6K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.82K- 45.18% |
$365K - $475K
|
4.64K
$566K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.83K- 3.16% |
$365K - $475K
|
117K
$14.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.87K- 4.73% |
$369K - $481K
|
78K
$9.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.95K- 10.83% |
$377K - $491K
|
32.5K
$3.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4K- 93.96% |
$382K - $497K
|
257
$31.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 6.63% |
$386K - $503K
|
57K
$6.96M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-4.1K- 3.25% |
$391K - $510K
|
122K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.13K- 68.39% |
$394K - $513K
|
1.91K
$233K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.21K- 4.38% |
$402K - $523K
|
92K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.34K- 5.74% |
$414K - $540K
|
71.3K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.4K- 27.5% |
$420K - $547K
|
11.6K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-4.41K- 13.67% |
$421K - $549K
|
27.9K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.44K- 25.07% |
$423K - $552K
|
13.3K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.57K- 1.79% |
$436K - $568K
|
250K
$30.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.7K- 44.19% |
$448K - $584K
|
5.93K
$725K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.78K- 11.56% |
$456K - $595K
|
36.6K
$4.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.8K- 1.42% |
$457K - $596K
|
333K
$40.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.8K- 6.13% |
$458K - $597K
|
73.5K
$8.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.86K- 27.21% |
$463K - $604K
|
13K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.93K- 3.04% |
$470K - $612K
|
157K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.01K- 8.76% |
$478K - $622K
|
52.2K
$6.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-5.01K- 6.23% |
$478K - $623K
|
75.5K
$9.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-5.21K- 27.93% |
$497K - $648K
|
13.5K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.33K- 1.38% |
$508K - $662K
|
381K
$46.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.33K- 2.18% |
$509K - $663K
|
240K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.36K- 10.97% |
$511K - $666K
|
43.5K
$5.31M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 52.22% |
$511K - $666K
|
4.91K
$599K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.43K- 34.97% |
$518K - $675K
|
10.1K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.48K- 14.64% |
$523K - $681K
|
32K
$3.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.52K- 10.71% |
$526K - $685K
|
46K
$5.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-5.6K- 3.0% |
$534K - $696K
|
181K
$22.1M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.67KClosed |
$541K - $705K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.76K- 11.75% |
$549K - $715K
|
43.2K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.98K- 13.8% |
$570K - $743K
|
37.3K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.06K- 5.2% |
$578K - $753K
|
110K
$13.5M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.06K- 5.2% |
$578K - $753K
|
110K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-6.09K- 66.42% |
$581K - $757K
|
3.08K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.17K- 1.08% |
$589K - $767K
|
563K
$68.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.3K- 89.7% |
$601K - $782K
|
723
$88.3K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.32K- 5.08% |
$602K - $785K
|
118K
$14.4M
|