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 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
17KNew |
$1.62M - $2.11M
|
17K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15.1KNew |
$1.44M - $1.88M
|
15.1K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
14.5K+ 198.7% |
$1.38M - $1.8M
|
21.7K
$2.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.36M - $1.78M
|
14.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.3K+ 6.88% |
$1.36M - $1.78M
|
222K
$27.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.2K+ 3.79% |
$1.35M - $1.76M
|
388K
$47.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.4KNew |
$1.28M - $1.67M
|
13.4K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
13.3K+ 9.12% |
$1.27M - $1.66M
|
160K
$19.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.9K+ 72.04% |
$1.23M - $1.6M
|
30.8K
$3.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
12.9K+ 59.74% |
$1.23M - $1.6M
|
34.4K
$4.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.2K+ 10.05% |
$1.16M - $1.51M
|
133K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
11.7K+ 156.0% |
$1.12M - $1.45M
|
19.2K
$2.36M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.7K+ 59.09% |
$1.12M - $1.45M
|
31.5K
$3.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
11.6KNew |
$1.11M - $1.44M
|
11.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
11.6K+ 5.36% |
$1.1M - $1.44M
|
227K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.3KNew |
$1.07M - $1.4M
|
11.3K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.1KNew |
$1.06M - $1.39M
|
11.1K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.9K+ 6.43% |
$1.04M - $1.35M
|
180K
$22.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.4K+ 10.9% |
$988K - $1.29M
|
105K
$13M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 29.65% |
$979K - $1.28M
|
44.9K
$5.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.2K+ 2.28% |
$972K - $1.27M
|
456K
$56.2M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
10K+ 76.5% |
$956K - $1.24M
|
23.1K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.9KNew |
$944K - $1.23M
|
9.9K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.81K+ 2.22% |
$936K - $1.22M
|
451K
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
9.78K+ 3.21% |
$933K - $1.22M
|
314K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.64KNew |
$920K - $1.2M
|
9.64K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
9.64K+ 14.79% |
$919K - $1.2M
|
74.8K
$9.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.51K+ 11.88% |
$907K - $1.18M
|
89.5K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.48K+ 7.53% |
$904K - $1.18M
|
135K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
9.45K+ 2.67% |
$901K - $1.17M
|
363K
$44.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.43K+ 260.6% |
$900K - $1.17M
|
13.1K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.35K+ 20.15% |
$892K - $1.16M
|
55.7K
$6.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.12K+ 16.01% |
$870K - $1.13M
|
66K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.57KNew |
$817K - $1.06M
|
8.57K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
8.3K+ 24.41% |
$792K - $1.03M
|
42.3K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
8.27KNew |
$789K - $1.03M
|
8.27K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.23K+ 388.71% |
$785K - $1.02M
|
10.3K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.37KNew |
$703K - $916K
|
7.37K
$908K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.32K+ 162.2% |
$698K - $909K
|
11.8K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.26KNew |
$692K - $902K
|
7.26K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.19KNew |
$686K - $894K
|
7.19K
$885K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.18K+ 12.31% |
$685K - $892K
|
65.5K
$8.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 53.26% |
$675K - $879K
|
20.4K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.06K+ 6.43% |
$674K - $878K
|
117K
$14.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6.96K+ 7.58% |
$664K - $865K
|
98.8K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.92KNew |
$660K - $860K
|
6.92K
$852K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.71K+ 318.07% |
$640K - $834K
|
8.82K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.61K+ 10.89% |
$630K - $821K
|
67.3K
$8.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
6.58KNew |
$628K - $818K
|
6.58K
$810K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.51K+ 10.34% |
$621K - $809K
|
69.5K
$8.55M
|