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 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-95- 0.62% |
$10.4K - $12.9K
|
15.3K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-95- 8.47% |
$10.4K - $12.9K
|
1.03K
$137K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-98- 0.38% |
$10.7K - $13.3K
|
25.4K
$3.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-99- 2.49% |
$10.8K - $13.4K
|
3.88K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-99- 72.79% |
$10.8K - $13.4K
|
37
$4.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.61% |
$10.9K - $13.6K
|
16.2K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 0.37% |
$10.9K - $13.6K
|
26.6K
$3.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.27% |
$10.9K - $13.6K
|
4.3K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.76% |
$10.9K - $13.6K
|
13.1K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-100- 3.03% |
$10.9K - $13.6K
|
3.2K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-100- 2.97% |
$10.9K - $13.6K
|
3.27K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-100- 1.73% |
$10.9K - $13.6K
|
5.69K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 4.55% |
$10.9K - $13.6K
|
2.1K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.84% |
$10.9K - $13.6K
|
2.5K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-105- 0.38% |
$11.5K - $14.3K
|
27.4K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-107- 4.54% |
$11.7K - $14.5K
|
2.25K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-108- 2.16% |
$11.8K - $14.7K
|
4.89K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-109- 2.02% |
$11.9K - $14.8K
|
5.29K
$705K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-115- 3.54% |
$12.6K - $15.6K
|
3.14K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 65.92% |
$12.9K - $16K
|
61
$8.13K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-120- 1.46% |
$13.1K - $16.3K
|
8.12K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-124- 0.36% |
$13.5K - $16.8K
|
34.3K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-125- 0.55% |
$13.6K - $17K
|
22.5K
$3M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-125- 1.6% |
$13.6K - $17K
|
7.67K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-125- 2.63% |
$13.6K - $17K
|
4.63K
$618K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-126- 4.8% |
$13.8K - $17.1K
|
2.5K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-131- 2.55% |
$14.3K - $17.8K
|
5K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-131- 0.93% |
$14.3K - $17.8K
|
13.9K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-133- 7.71% |
$14.5K - $18.1K
|
1.59K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-134- 1.54% |
$14.6K - $18.2K
|
8.59K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-135- 0.85% |
$14.7K - $18.3K
|
15.8K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-135- 1.95% |
$14.7K - $18.3K
|
6.79K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-136- 1.82% |
$14.8K - $18.5K
|
7.32K
$976K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-138- 0.78% |
$15.1K - $18.7K
|
17.6K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-140- 7.57% |
$15.3K - $19K
|
1.71K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-140- 0.93% |
$15.3K - $19K
|
14.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-140- 4.48% |
$15.3K - $19K
|
2.98K
$398K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-142- 5.73% |
$15.5K - $19.3K
|
2.34K
$312K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-142- 4.52% |
$15.5K - $19.3K
|
3K
$400K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-143- 3.6% |
$15.6K - $19.4K
|
3.83K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-143- 4.92% |
$15.6K - $19.4K
|
2.76K
$368K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-144- 2.42% |
$15.7K - $19.5K
|
5.8K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-144- 1.98% |
$15.7K - $19.5K
|
7.13K
$951K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-145- 0.83% |
$15.8K - $19.7K
|
17.3K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-146- 6.36% |
$15.9K - $19.8K
|
2.15K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-147- 0.74% |
$16.1K - $20K
|
19.6K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-148- 1.37% |
$16.2K - $20.1K
|
10.7K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-149- 8.94% |
$16.3K - $20.2K
|
1.52K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-150- 3.21% |
$16.4K - $20.4K
|
4.53K
$604K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-150- 32.26% |
$16.4K - $20.4K
|
315
$42K
|