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
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.12% |
$1.64K - $2.04K
|
12.5K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-17- 9.44% |
$1.86K - $2.31K
|
163
$21.7K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 1.03% |
$2.18K - $2.71K
|
1.93K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20- 0.23% |
$2.18K - $2.71K
|
8.76K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-20- 0.49% |
$2.18K - $2.71K
|
4.04K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-20- 0.32% |
$2.18K - $2.71K
|
6.19K
$825K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-21- 0.26% |
$2.29K - $2.85K
|
8.04K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-22- 4.26% |
$2.4K - $2.99K
|
495
$66K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-24- 3.06% |
$2.62K - $3.26K
|
761
$101K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 1.31% |
$2.62K - $3.26K
|
1.81K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-25- 0.02% |
$2.73K - $3.39K
|
127K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25- 0.58% |
$2.73K - $3.39K
|
4.29K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-25- 1.42% |
$2.73K - $3.39K
|
1.74K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-26- 0.44% |
$2.84K - $3.53K
|
5.82K
$775K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28- 0.58% |
$3.06K - $3.8K
|
4.83K
$644K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-28- 1.08% |
$3.06K - $3.8K
|
2.56K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-28- 4.09% |
$3.06K - $3.8K
|
656
$87.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-29- 0.14% |
$3.17K - $3.94K
|
20.9K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-29- 0.57% |
$3.17K - $3.94K
|
5.08K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-29- 4.51% |
$3.17K - $3.94K
|
614
$81.8K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-29- 4.51% |
$3.17K - $3.94K
|
614
$81.8K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 2.78% |
$3.17K - $3.94K
|
1.01K
$135K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-30- 1.89% |
$3.28K - $4.07K
|
1.56K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-30- 0.74% |
$3.28K - $4.07K
|
4.03K
$537K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-30- 0.86% |
$3.28K - $4.07K
|
3.45K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-31- 1.01% |
$3.38K - $4.21K
|
3.04K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-33- 0.31% |
$3.6K - $4.48K
|
10.5K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33- 0.69% |
$3.6K - $4.48K
|
4.77K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-33- 0.43% |
$3.6K - $4.48K
|
7.67K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-34- 4.7% |
$3.71K - $4.61K
|
689
$91.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-34- 4.7% |
$3.71K - $4.61K
|
689
$91.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 62.5% |
$3.82K - $4.75K
|
21
$2.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-35- 8.05% |
$3.82K - $4.75K
|
400
$53.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-36- 1.76% |
$3.93K - $4.89K
|
2.01K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-36- 0.6% |
$3.93K - $4.89K
|
5.98K
$797K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-36- 2.97% |
$3.93K - $4.89K
|
1.18K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 3.64% |
$3.93K - $4.89K
|
953
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-36- 0.73% |
$3.93K - $4.89K
|
4.89K
$651K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-37- 1.6% |
$4.04K - $5.02K
|
2.28K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37- 0.82% |
$4.04K - $5.02K
|
4.49K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-38- 0.16% |
$4.15K - $5.16K
|
24.1K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-39- 2.01% |
$4.26K - $5.29K
|
1.9K
$253K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-39- 0.77% |
$4.26K - $5.29K
|
5K
$666K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.36% |
$4.37K - $5.43K
|
11.1K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-40- 1.54% |
$4.37K - $5.43K
|
2.56K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-40- 0.99% |
$4.37K - $5.43K
|
4.02K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 3.41% |
$4.59K - $5.7K
|
1.19K
$159K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-45- 73.77% |
$4.91K - $6.11K
|
16
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-45- 1.41% |
$4.91K - $6.11K
|
3.15K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-46- 2.45% |
$5.02K - $6.24K
|
1.83K
$244K
|