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 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
149+ 0.22% |
$16.3K - $20.2K
|
68.3K
$9.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
146+ 5.56% |
$15.9K - $19.8K
|
2.77K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
141+ 4.89% |
$15.4K - $19.1K
|
3.03K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
140New |
$15.3K - $19K
|
140
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
139+ 0.49% |
$15.2K - $18.9K
|
28.6K
$3.81M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
138+ 0.36% |
$15.1K - $18.7K
|
38.6K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
137New |
$15K - $18.6K
|
137
$18.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
137New |
$15K - $18.6K
|
137
$18.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
136+ 3.06% |
$14.8K - $18.5K
|
4.58K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
132+ 4.38% |
$14.4K - $17.9K
|
3.15K
$420K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
131+ 37.97% |
$14.3K - $17.8K
|
476
$63.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
128+ 1.59% |
$14K - $17.4K
|
8.18K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
128+ 2.08% |
$14K - $17.4K
|
6.27K
$836K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
126New |
$13.8K - $17.1K
|
126
$16.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
125+ 0.93% |
$13.6K - $17K
|
13.5K
$1.8M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
123+ 30.98% |
$13.4K - $16.7K
|
520
$69.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 2.55% |
$13.3K - $16.6K
|
4.91K
$655K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 2.55% |
$13.3K - $16.6K
|
4.91K
$655K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
121+ 2.38% |
$13.2K - $16.4K
|
5.2K
$694K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
120+ 1.28% |
$13.1K - $16.3K
|
9.53K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
120+ 4.42% |
$13.1K - $16.3K
|
2.84K
$378K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
120+ 1.82% |
$13.1K - $16.3K
|
6.73K
$897K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
120+ 0.28% |
$13.1K - $16.3K
|
42.3K
$5.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
119+ 4.35% |
$13K - $16.2K
|
2.86K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
119+ 7.1% |
$13K - $16.2K
|
1.8K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
119+ 4.2% |
$13K - $16.2K
|
2.95K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
118+ 4.92% |
$12.9K - $16K
|
2.52K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
118New |
$12.9K - $16K
|
118
$15.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
115+ 3.74% |
$12.6K - $15.6K
|
3.19K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
115+ 0.95% |
$12.6K - $15.6K
|
12.3K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
114New |
$12.4K - $15.5K
|
114
$15.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
108+ 4.39% |
$11.8K - $14.7K
|
2.57K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
105+ 0.39% |
$11.5K - $14.3K
|
26.9K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
104+ 1.57% |
$11.4K - $14.1K
|
6.73K
$898K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
103+ 0.23% |
$11.2K - $14K
|
44.9K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
102New |
$11.1K - $13.8K
|
102
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
100+ 3.05% |
$10.9K - $13.6K
|
3.38K
$451K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$10.9K - $13.6K
|
100
$13.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.59% |
$10.7K - $13.3K
|
16.7K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
96+ 4.43% |
$10.5K - $13K
|
2.26K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 12.82% |
$10.5K - $13K
|
845
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
94+ 17.47% |
$10.3K - $12.8K
|
632
$84.3K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
91+ 49.46% |
$9.94K - $12.4K
|
275
$36.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
91+ 3.97% |
$9.94K - $12.4K
|
2.39K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
91+ 0.72% |
$9.94K - $12.4K
|
12.8K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
90+ 0.41% |
$9.83K - $12.2K
|
22.2K
$2.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
90+ 0.12% |
$9.83K - $12.2K
|
74.3K
$9.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
89+ 2.17% |
$9.72K - $12.1K
|
4.19K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88+ 1.32% |
$9.61K - $11.9K
|
6.78K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
87+ 0.6% |
$9.5K - $11.8K
|
14.6K
$1.95M
|