Purchases and Sales Made in Q4 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
666+ 94.87% |
$72.7K - $90.4K
|
1.37K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
648+ 12.49% |
$70.8K - $87.9K
|
5.84K
$778K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
641+ 11.82% |
$70K - $87K
|
6.06K
$808K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
633+ 2.01% |
$69.1K - $85.9K
|
32.1K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
615+ 2.96% |
$67.2K - $83.5K
|
21.4K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
611+ 1.44% |
$66.7K - $82.9K
|
43.1K
$5.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
610+ 29.16% |
$66.6K - $82.8K
|
2.7K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
607+ 44.18% |
$66.3K - $82.4K
|
1.98K
$264K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
607+ 44.18% |
$66.3K - $82.4K
|
1.98K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
601New |
$65.6K - $81.6K
|
601
$80.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
600+ 30000.0% |
$65.5K - $81.4K
|
602
$80.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
599+ 6.84% |
$65.4K - $81.3K
|
9.35K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
582+ 17.57% |
$63.5K - $79K
|
3.89K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
573New |
$62.6K - $77.8K
|
573
$76.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
551+ 2.53% |
$60.2K - $74.8K
|
22.3K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
550New |
$60.1K - $74.6K
|
550
$73.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
546+ 96.81% |
$59.6K - $74.1K
|
1.11K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
537+ 17.27% |
$58.6K - $72.9K
|
3.65K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
535+ 9.74% |
$58.4K - $72.6K
|
6.03K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
531+ 6.05% |
$58K - $72.1K
|
9.31K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
530+ 15.59% |
$57.9K - $71.9K
|
3.93K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
525+ 12.8% |
$57.3K - $71.3K
|
4.63K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
521New |
$56.9K - $70.7K
|
521
$69.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
521+ 25.39% |
$56.9K - $70.7K
|
2.57K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
500+ 7.22% |
$54.6K - $67.9K
|
7.43K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$54.6K - $67.9K
|
500
$66.7K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
496+ 2.01% |
$54.2K - $67.3K
|
25.1K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
495+ 253.85% |
$54K - $67.2K
|
690
$92K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
482+ 2.72% |
$52.6K - $65.4K
|
18.2K
$2.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
479+ 2.71% |
$52.3K - $65K
|
18.2K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
472+ 2.45% |
$51.5K - $64.1K
|
19.7K
$2.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
471+ 1.28% |
$51.4K - $63.9K
|
37.3K
$4.97M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
466+ 0.8% |
$50.9K - $63.2K
|
58.6K
$7.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
464+ 0.61% |
$50.7K - $63K
|
76.1K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
458+ 0.86% |
$50K - $62.2K
|
54K
$7.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
445+ 5.43% |
$48.6K - $60.4K
|
8.64K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
437+ 8.55% |
$47.7K - $59.3K
|
5.55K
$740K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
436+ 0.81% |
$47.6K - $59.2K
|
54K
$7.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
431+ 10.1% |
$47.1K - $58.5K
|
4.7K
$627K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
430+ 13.22% |
$47K - $58.4K
|
3.68K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
426+ 11.39% |
$46.5K - $57.8K
|
4.17K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
426+ 2.79% |
$46.5K - $57.8K
|
15.7K
$2.09M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
426New |
$46.5K - $57.8K
|
426
$56.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
425+ 16.75% |
$46.4K - $57.7K
|
2.96K
$395K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
416+ 6.53% |
$45.4K - $56.5K
|
6.78K
$905K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
414+ 10.23% |
$45.2K - $56.2K
|
4.46K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
409+ 10.34% |
$44.7K - $55.5K
|
4.36K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
409+ 5.03% |
$44.7K - $55.5K
|
8.55K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
404+ 9.68% |
$44.1K - $54.8K
|
4.58K
$610K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
401+ 3.09% |
$43.8K - $54.4K
|
13.4K
$1.79M
|