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 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
62.9K+ 112.84% |
$6.87M - $8.54M
|
119K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.4KNew |
$6.81M - $8.47M
|
62.4K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 9.87% |
$6.29M - $7.82M
|
642K
$85.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
57.3KNew |
$6.26M - $7.78M
|
57.3K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
53.4KNew |
$5.83M - $7.25M
|
53.4K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
52.1KNew |
$5.69M - $7.08M
|
52.1K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51K+ 8.97% |
$5.57M - $6.92M
|
620K
$82.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
49.6K+ 21.78% |
$5.41M - $6.73M
|
277K
$36.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
47.2K+ 6.0% |
$5.16M - $6.41M
|
835K
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
46.7KNew |
$5.1M - $6.34M
|
46.7K
$6.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45.9K+ 1020.17% |
$5.01M - $6.23M
|
50.4K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
43.4KNew |
$4.74M - $5.89M
|
43.4K
$5.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.7K+ 350.56% |
$4.66M - $5.8M
|
54.9K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
41.1K+ 317.24% |
$4.49M - $5.58M
|
54.1K
$7.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
38.7K+ 2.0% |
$4.22M - $5.25M
|
1.97M
$262M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
38.2K+ 12.87% |
$4.17M - $5.19M
|
335K
$44.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.6K+ 14.86% |
$3.99M - $4.96M
|
283K
$37.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.3K+ 12.86% |
$3.96M - $4.92M
|
318K
$42.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
36.1K+ 14.26% |
$3.94M - $4.9M
|
289K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
35.7K+ 52.68% |
$3.9M - $4.85M
|
103K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
35.4KNew |
$3.87M - $4.81M
|
35.4K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35KNew |
$3.83M - $4.76M
|
35K
$4.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
31.5KNew |
$3.44M - $4.28M
|
31.5K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
29.7K+ 15.24% |
$3.25M - $4.04M
|
225K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.8K+ 1.0% |
$3.15M - $3.91M
|
2.92M
$390M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.3K+ 3.53% |
$2.98M - $3.71M
|
802K
$107M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
25.4K+ 4.77% |
$2.77M - $3.44M
|
558K
$74.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24.6K+ 11.14% |
$2.69M - $3.35M
|
246K
$32.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.3K+ 89.7% |
$2.66M - $3.3M
|
51.5K
$6.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
24.3KNew |
$2.65M - $3.29M
|
24.3K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
24K+ 201.17% |
$2.62M - $3.26M
|
35.9K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
23.8KNew |
$2.59M - $3.22M
|
23.8K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23.6K+ 328.35% |
$2.58M - $3.2M
|
30.8K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
23.4KNew |
$2.56M - $3.18M
|
23.4K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
23.3K+ 5051.84% |
$2.54M - $3.16M
|
23.8K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
BUY
|
- |
23K+ 42.2% |
$2.51M - $3.12M
|
77.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.8K+ 1.17% |
$2.49M - $3.09M
|
1.97M
$262M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.6K+ 104.7% |
$2.47M - $3.07M
|
44.3K
$5.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 109.46% |
$2.44M - $3.03M
|
42.8K
$5.7M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
22.3K+ 2.46% |
$2.44M - $3.03M
|
928K
$124M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
22.3K+ 12.42% |
$2.43M - $3.02M
|
202K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
20.5K+ 1.28% |
$2.23M - $2.78M
|
1.61M
$215M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
20KNew |
$2.18M - $2.71M
|
20K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.7K+ 17.56% |
$2.15M - $2.68M
|
132K
$17.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
19.7K+ 468.4% |
$2.15M - $2.67M
|
23.9K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
19.4K+ 43.72% |
$2.12M - $2.63M
|
63.7K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
19.3KNew |
$2.11M - $2.62M
|
19.3K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
19.3KNew |
$2.11M - $2.62M
|
19.3K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 19.5% |
$2.09M - $2.6M
|
118K
$15.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$2.04M - $2.54M
|
18.7K
$2.49M
|