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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.75KNew |
$167K - $217K
|
1.75K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.75KNew |
$167K - $217K
|
1.75K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.74KNew |
$166K - $216K
|
1.74K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.73KNew |
$165K - $215K
|
1.73K
$213K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.7KNew |
$163K - $212K
|
1.7K
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.7KNew |
$162K - $211K
|
1.7K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.68KNew |
$161K - $209K
|
1.68K
$207K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.68K+ 3825.0% |
$161K - $209K
|
1.73K
$213K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.68KNew |
$160K - $209K
|
1.68K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.68KNew |
$160K - $208K
|
1.68K
$206K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$160K - $208K
|
1.68K
$206K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.67KNew |
$159K - $208K
|
1.67K
$206K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.67KNew |
$159K - $208K
|
1.67K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$205K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$205K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.67KNew |
$159K - $207K
|
1.67K
$205K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.66K+ 8.31% |
$158K - $206K
|
21.6K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.64K+ 12.45% |
$157K - $204K
|
14.8K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.64KNew |
$156K - $204K
|
1.64K
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.63K+ 8.64% |
$155K - $202K
|
20.5K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.58K+ 3.07% |
$151K - $197K
|
53.2K
$6.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.58KNew |
$150K - $196K
|
1.58K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.57K+ 14.25% |
$150K - $195K
|
12.6K
$1.55M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.57K+ 16.47% |
$150K - $195K
|
11.1K
$1.37M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.55K+ 4.24% |
$148K - $193K
|
38.2K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.55K+ 9.56% |
$148K - $192K
|
17.7K
$2.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.49K+ 4.79% |
$143K - $186K
|
32.7K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.46K+ 11.57% |
$139K - $181K
|
14.1K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.44K+ 0.55% |
$138K - $179K
|
262K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 10.19% |
$137K - $179K
|
15.6K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.42K+ 14.48% |
$135K - $176K
|
11.2K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.41K+ 73.95% |
$134K - $175K
|
3.31K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.4K+ 2.73% |
$133K - $174K
|
52.6K
$6.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.29K+ 17.01% |
$123K - $160K
|
8.84K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.28KNew |
$122K - $159K
|
1.28K
$158K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.27K+ 1.41% |
$121K - $157K
|
90.7K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.26K+ 43.32% |
$120K - $157K
|
4.17K
$513K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.25KNew |
$119K - $155K
|
1.25K
$153K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.23K+ 7.55% |
$117K - $152K
|
17.5K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.21K+ 58.26% |
$115K - $150K
|
3.29K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 5.3% |
$114K - $149K
|
23.8K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.2K+ 8.4% |
$114K - $149K
|
15.4K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.19K+ 11.87% |
$113K - $147K
|
11.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.13K+ 3.92% |
$108K - $141K
|
30K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 3.89% |
$105K - $137K
|
29.3K
$3.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 8.52% |
$105K - $136K
|
14K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.09K+ 16.17% |
$104K - $135K
|
7.8K
$960K
|