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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-46- 2.45% |
$5.02K - $6.24K
|
1.83K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-47- 0.69% |
$5.13K - $6.38K
|
6.77K
$902K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.79% |
$5.13K - $6.38K
|
5.88K
$784K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-49- 2.11% |
$5.35K - $6.65K
|
2.27K
$303K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-49- 2.63% |
$5.35K - $6.65K
|
1.81K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-49- 1.23% |
$5.35K - $6.65K
|
3.92K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.47% |
$5.46K - $6.79K
|
10.6K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-50- 0.99% |
$5.46K - $6.79K
|
5.02K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-51- 2.92% |
$5.57K - $6.92K
|
1.7K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-53- 1.11% |
$5.79K - $7.19K
|
4.71K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-54- 0.74% |
$5.9K - $7.33K
|
7.27K
$969K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54- 1.77% |
$5.9K - $7.33K
|
2.99K
$399K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-54- 2.2% |
$5.9K - $7.33K
|
2.41K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-55- 0.1% |
$6.01K - $7.46K
|
52.5K
$7.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-55- 1.08% |
$6.01K - $7.46K
|
5.05K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-55- 2.16% |
$6.01K - $7.46K
|
2.49K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.08% |
$6.11K - $7.6K
|
2.64K
$352K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-57- 2.49% |
$6.22K - $7.74K
|
2.23K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-57- 1.8% |
$6.22K - $7.74K
|
3.12K
$416K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58- 2.86% |
$6.33K - $7.87K
|
1.97K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-61- 1.27% |
$6.66K - $8.28K
|
4.73K
$630K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-63- 1.85% |
$6.88K - $8.55K
|
3.34K
$446K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-64- 0.18% |
$6.99K - $8.69K
|
35K
$4.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-65- 2.22% |
$7.1K - $8.82K
|
2.86K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-65- 0.22% |
$7.1K - $8.82K
|
28.9K
$3.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-66- 2.48% |
$7.21K - $8.96K
|
2.6K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-66- 4.26% |
$7.21K - $8.96K
|
1.48K
$198K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-66- 0.93% |
$7.21K - $8.96K
|
7.01K
$935K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-67- 3.59% |
$7.32K - $9.09K
|
1.8K
$240K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-68- 2.42% |
$7.42K - $9.23K
|
2.75K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-72- 4.24% |
$7.86K - $9.77K
|
1.63K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-74- 1.19% |
$8.08K - $10K
|
6.14K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 1.67% |
$8.19K - $10.2K
|
4.41K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-76- 0.54% |
$8.3K - $10.3K
|
14K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-79- 3.62% |
$8.63K - $10.7K
|
2.1K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79- 3.18% |
$8.63K - $10.7K
|
2.41K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-80- 4.24% |
$8.74K - $10.9K
|
1.81K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-80- 2.42% |
$8.74K - $10.9K
|
3.22K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-80- 1.34% |
$8.74K - $10.9K
|
5.9K
$787K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-80- 2.77% |
$8.74K - $10.9K
|
2.81K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-80- 12.62% |
$8.74K - $10.9K
|
554
$73.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-81- 2.59% |
$8.84K - $11K
|
3.05K
$406K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-81- 1.12% |
$8.84K - $11K
|
7.16K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-83- 3.6% |
$9.06K - $11.3K
|
2.22K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-85- 0.61% |
$9.28K - $11.5K
|
13.9K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-85- 3.99% |
$9.28K - $11.5K
|
2.04K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-85- 0.36% |
$9.28K - $11.5K
|
23.7K
$3.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-87- 4.06% |
$9.5K - $11.8K
|
2.06K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-89- 2.13% |
$9.72K - $12.1K
|
4.09K
$545K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-93- 1.6% |
$10.2K - $12.6K
|
5.7K
$760K
|