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 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
248+ 0.08% |
$27.1K - $33.7K
|
322K
$42.9M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
248+ 0.08% |
$27.1K - $33.7K
|
322K
$42.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
243+ 9.88% |
$26.5K - $33K
|
2.7K
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
242+ 5.48% |
$26.4K - $32.8K
|
4.66K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
242+ 2.61% |
$26.4K - $32.8K
|
9.53K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
235New |
$25.7K - $31.9K
|
235
$31.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
234+ 3.11% |
$25.6K - $31.8K
|
7.75K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
224+ 3.97% |
$24.5K - $30.4K
|
5.87K
$782K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
219+ 4.97% |
$23.9K - $29.7K
|
4.63K
$617K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
219+ 1.8% |
$23.9K - $29.7K
|
12.4K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
218+ 3.55% |
$23.8K - $29.6K
|
6.35K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
216+ 4.27% |
$23.6K - $29.3K
|
5.27K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
212+ 28.69% |
$23.1K - $28.8K
|
951
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
212+ 3.3% |
$23.1K - $28.8K
|
6.64K
$885K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
211+ 9.86% |
$23K - $28.6K
|
2.35K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
209+ 2.31% |
$22.8K - $28.4K
|
9.27K
$1.24M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
209+ 1.76% |
$22.8K - $28.4K
|
12.1K
$1.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
208New |
$22.7K - $28.2K
|
208
$27.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
207+ 0.51% |
$22.6K - $28.1K
|
40.6K
$5.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
206+ 4.28% |
$22.5K - $28K
|
5.02K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
204+ 9.14% |
$22.3K - $27.7K
|
2.44K
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
203+ 6.21% |
$22.2K - $27.6K
|
3.47K
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
200+ 4.0% |
$21.8K - $27.1K
|
5.2K
$693K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$21.8K - $27.1K
|
200
$26.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
199+ 4.38% |
$21.7K - $27K
|
4.74K
$632K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
199+ 3.5% |
$21.7K - $27K
|
5.89K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
199+ 0.53% |
$21.7K - $27K
|
37.8K
$5.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
198+ 6.71% |
$21.6K - $26.9K
|
3.15K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
194+ 2.35% |
$21.2K - $26.3K
|
8.43K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
192+ 10.43% |
$21K - $26.1K
|
2.03K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
182+ 10.83% |
$19.9K - $24.7K
|
1.86K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
180+ 0.34% |
$19.7K - $24.4K
|
53.3K
$7.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
179New |
$19.5K - $24.3K
|
179
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
179+ 1.02% |
$19.5K - $24.3K
|
17.7K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
174New |
$19K - $23.6K
|
174
$23.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
172+ 3.72% |
$18.8K - $23.3K
|
4.79K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
172+ 7.02% |
$18.8K - $23.3K
|
2.62K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
172+ 1.29% |
$18.8K - $23.3K
|
13.5K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
171+ 8.7% |
$18.7K - $23.2K
|
2.14K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
167+ 2.25% |
$18.2K - $22.7K
|
7.61K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165+ 20.94% |
$18K - $22.4K
|
953
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
165+ 12.97% |
$18K - $22.4K
|
1.44K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
163+ 4.5% |
$17.8K - $22.1K
|
3.79K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
163+ 8.39% |
$17.8K - $22.1K
|
2.11K
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
162+ 1.46% |
$17.7K - $22K
|
11.3K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
161+ 2.13% |
$17.6K - $21.9K
|
7.73K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
158+ 20.2% |
$17.3K - $21.4K
|
940
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
153+ 2.56% |
$16.7K - $20.8K
|
6.14K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
150+ 4.13% |
$16.4K - $20.4K
|
3.78K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
149+ 0.22% |
$16.3K - $20.2K
|
68.3K
$9.1M
|