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 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
85+ 3.89% |
$9.28K - $11.5K
|
2.27K
$303K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
82+ 3.63% |
$8.95K - $11.1K
|
2.34K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
80+ 1.81% |
$8.74K - $10.9K
|
4.49K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 0.2% |
$8.63K - $10.7K
|
40.2K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
78+ 0.62% |
$8.52K - $10.6K
|
12.7K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
77+ 0.33% |
$8.41K - $10.5K
|
23.3K
$3.11M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
77+ 0.33% |
$8.41K - $10.5K
|
23.3K
$3.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75+ 4.61% |
$8.19K - $10.2K
|
1.7K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
75+ 2.2% |
$8.19K - $10.2K
|
3.49K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
75+ 0.91% |
$8.19K - $10.2K
|
8.29K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75New |
$8.19K - $10.2K
|
75
$10K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
74+ 2.88% |
$8.08K - $10K
|
2.64K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
73+ 3.14% |
$7.97K - $9.91K
|
2.4K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70New |
$7.64K - $9.5K
|
70
$9.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
68+ 2.69% |
$7.42K - $9.23K
|
2.6K
$347K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
66+ 2.04% |
$7.21K - $8.96K
|
3.29K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
64+ 3.89% |
$6.99K - $8.69K
|
1.71K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 2.1% |
$6.88K - $8.55K
|
3.06K
$408K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 2.24% |
$6.77K - $8.41K
|
2.83K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60New |
$6.55K - $8.14K
|
60
$8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58+ 5.59% |
$6.33K - $7.87K
|
1.1K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
57+ 10.54% |
$6.22K - $7.74K
|
598
$79.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.23% |
$6.22K - $7.74K
|
4.71K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
56New |
$6.11K - $7.6K
|
56
$7.46K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
55+ 73.33% |
$6.01K - $7.46K
|
130
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 2.45% |
$5.9K - $7.33K
|
2.26K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 5.97% |
$5.79K - $7.19K
|
941
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
52+ 1.31% |
$5.68K - $7.06K
|
4.02K
$536K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 29.82% |
$5.57K - $6.92K
|
222
$29.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$5.46K - $6.79K
|
50
$6.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 1.41% |
$5.46K - $6.79K
|
3.6K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 2.33% |
$5.46K - $6.79K
|
2.19K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.5% |
$5.46K - $6.79K
|
3.38K
$451K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
48+ 0.79% |
$5.24K - $6.51K
|
6.12K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
48+ 0.43% |
$5.24K - $6.51K
|
11.3K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
45+ 0.59% |
$4.91K - $6.11K
|
7.68K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
44+ 88.0% |
$4.8K - $5.97K
|
94
$12.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
44New |
$4.8K - $5.97K
|
44
$5.86K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
44New |
$4.8K - $5.97K
|
44
$5.86K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
43+ 0.75% |
$4.7K - $5.84K
|
5.76K
$767K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$4.7K - $5.84K
|
43
$5.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 1.85% |
$4.48K - $5.56K
|
2.26K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40+ 26.67% |
$4.37K - $5.43K
|
190
$25.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
40+ 5.12% |
$4.37K - $5.43K
|
821
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39+ 6.06% |
$4.26K - $5.29K
|
683
$91K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39+ 0.13% |
$4.26K - $5.29K
|
29.4K
$3.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
38+ 7.6% |
$4.15K - $5.16K
|
538
$71.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
35+ 0.8% |
$3.82K - $4.75K
|
4.39K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.81% |
$3.82K - $4.75K
|
4.33K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34New |
$3.71K - $4.61K
|
34
$4.53K
|