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 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
2.4KNew |
$229K - $298K
|
2.4K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.4KNew |
$229K - $298K
|
2.4K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38K+ 64.46% |
$227K - $296K
|
6.07K
$747K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
2.34K+ 328.37% |
$223K - $291K
|
3.05K
$375K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.32KNew |
$221K - $288K
|
2.32K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.32K+ 435.71% |
$221K - $288K
|
2.85K
$351K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.31KNew |
$221K - $287K
|
2.31K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.31K+ 1.9% |
$220K - $287K
|
124K
$15.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.3K+ 100.0% |
$220K - $286K
|
4.61K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 51.63% |
$219K - $285K
|
6.74K
$830K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.29KNew |
$218K - $284K
|
2.29K
$282K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.29K+ 11.82% |
$218K - $284K
|
21.7K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.23KNew |
$213K - $277K
|
2.23K
$274K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
2.21KNew |
$210K - $274K
|
2.21K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.2K+ 1.87% |
$210K - $274K
|
120K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.19KNew |
$209K - $273K
|
2.19K
$270K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.19KNew |
$209K - $272K
|
2.19K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.18K+ 8.03% |
$207K - $270K
|
29.3K
$3.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
2.17K+ 79.65% |
$207K - $269K
|
4.88K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.14KNew |
$204K - $266K
|
2.14K
$264K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.13KNew |
$203K - $265K
|
2.13K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.09KNew |
$199K - $260K
|
2.09K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2.08KNew |
$199K - $259K
|
2.08K
$256K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
$197K - $257K
|
2.07K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06KNew |
$197K - $256K
|
2.06K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.05KNew |
$196K - $255K
|
2.05K
$253K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.04KNew |
$195K - $254K
|
2.04K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.04KNew |
$195K - $254K
|
2.04K
$251K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.04KNew |
$195K - $253K
|
2.04K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.04KNew |
$194K - $253K
|
2.04K
$251K
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
BUY
|
- |
2.04KNew |
$194K - $253K
|
2.04K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.04KNew |
$194K - $253K
|
2.04K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.03KNew |
$194K - $253K
|
2.03K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.03KNew |
$194K - $252K
|
2.03K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.02K+ 64.48% |
$193K - $252K
|
5.16K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.02KNew |
$193K - $251K
|
2.02K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.01KNew |
$191K - $249K
|
2.01K
$247K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$191K - $249K
|
2K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2K+ 12.8% |
$191K - $248K
|
17.6K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2KNew |
$190K - $248K
|
2K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.99KNew |
$189K - $247K
|
1.99K
$244K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.96KNew |
$187K - $244K
|
1.96K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.96K+ 26.76% |
$187K - $244K
|
9.28K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$241K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$241K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.95KNew |
$186K - $243K
|
1.95K
$240K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.95K+ 5.41% |
$186K - $243K
|
38.1K
$4.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.95KNew |
$186K - $242K
|
1.95K
$240K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.94KNew |
$185K - $241K
|
1.94K
$239K
|