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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 0.13% |
$3.6K - $4.48K
|
25.3K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$3.6K - $4.48K
|
33
$4.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 4.6% |
$3.6K - $4.48K
|
750
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33New |
$3.6K - $4.48K
|
33
$4.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32+ 1.19% |
$3.49K - $4.34K
|
2.73K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 1.41% |
$3.38K - $4.21K
|
2.23K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31New |
$3.38K - $4.21K
|
31
$4.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
30+ 0.05% |
$3.28K - $4.07K
|
65.1K
$8.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$3.28K - $4.07K
|
30
$4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
30New |
$3.28K - $4.07K
|
30
$4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
30New |
$3.28K - $4.07K
|
30
$4K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.62% |
$3.17K - $3.94K
|
1.82K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.6% |
$3.17K - $3.94K
|
4.9K
$653K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
28+ 0.12% |
$3.06K - $3.8K
|
24.2K
$3.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
28+ 50.91% |
$3.06K - $3.8K
|
83
$11.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.3% |
$2.95K - $3.66K
|
8.95K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 4.78% |
$2.95K - $3.66K
|
592
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
27+ 0.66% |
$2.95K - $3.66K
|
4.1K
$547K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 1.49% |
$2.95K - $3.66K
|
1.84K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
26+ 0.05% |
$2.84K - $3.53K
|
52.9K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$2.73K - $3.39K
|
25
$3.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 1.01% |
$2.62K - $3.26K
|
2.41K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23+ 0.39% |
$2.51K - $3.12K
|
5.96K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
23+ 1.12% |
$2.51K - $3.12K
|
2.08K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
22+ 0.75% |
$2.4K - $2.99K
|
2.96K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
21+ 0.29% |
$2.29K - $2.85K
|
7.38K
$984K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
21+ 0.54% |
$2.29K - $2.85K
|
3.91K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 0.23% |
$2.29K - $2.85K
|
9.26K
$1.23M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.38% |
$2.29K - $2.85K
|
5.53K
$737K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$2.18K - $2.71K
|
3.5K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
20+ 0.67% |
$2.18K - $2.71K
|
3K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20+ 0.39% |
$2.18K - $2.71K
|
5.11K
$681K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
19+ 0.93% |
$2.07K - $2.58K
|
2.07K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$2.07K - $2.58K
|
19
$2.53K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
19+ 0.8% |
$2.07K - $2.58K
|
2.4K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17+ 0.4% |
$1.86K - $2.31K
|
4.25K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17+ 0.93% |
$1.86K - $2.31K
|
1.85K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16+ 0.35% |
$1.75K - $2.17K
|
4.55K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.59% |
$1.64K - $2.04K
|
2.57K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
15New |
$1.64K - $2.04K
|
15
$2K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
15+ 0.61% |
$1.64K - $2.04K
|
2.48K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 0.25% |
$1.64K - $2.04K
|
5.93K
$791K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 0.73% |
$1.53K - $1.9K
|
1.94K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 0.93% |
$1.53K - $1.9K
|
1.51K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.08% |
$1.53K - $1.9K
|
16.8K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 3.46% |
$1.42K - $1.76K
|
389
$51.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.03% |
$1.42K - $1.76K
|
41.4K
$5.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 0.22% |
$1.31K - $1.63K
|
5.44K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12+ 1.8% |
$1.31K - $1.63K
|
678
$90.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.62% |
$1.2K - $1.49K
|
1.78K
$237K
|