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 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 6.61% |
$16.8K - $20.9K
|
2.18K
$290K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.3% |
$16.9K - $21K
|
3.45K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-155- 6.85% |
$16.9K - $21K
|
2.11K
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-156- 1.29% |
$17K - $21.2K
|
11.9K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-159- 2.17% |
$17.4K - $21.6K
|
7.19K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-161- 6.24% |
$17.6K - $21.9K
|
2.42K
$322K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-162- 0.62% |
$17.7K - $22K
|
26.1K
$3.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-162- 6.87% |
$17.7K - $22K
|
2.2K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-162- 5.35% |
$17.7K - $22K
|
2.86K
$382K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-163- 0.3% |
$17.8K - $22.1K
|
53.4K
$7.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-165- 1.32% |
$18K - $22.4K
|
12.3K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-170- 0.55% |
$18.6K - $23.1K
|
30.5K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-171- 1.11% |
$18.7K - $23.2K
|
15.2K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-177- 0.47% |
$19.3K - $24K
|
37.6K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-180- 4.51% |
$19.7K - $24.4K
|
3.81K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-181- 8.45% |
$19.8K - $24.6K
|
1.96K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-182- 8.44% |
$19.9K - $24.7K
|
1.97K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-183- 0.91% |
$20K - $24.8K
|
20K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-183- 10.03% |
$20K - $24.8K
|
1.64K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-184- 3.73% |
$20.1K - $25K
|
4.75K
$633K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-187- 7.07% |
$20.4K - $25.4K
|
2.46K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-190- 1.35% |
$20.7K - $25.8K
|
13.9K
$1.85M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-190- 1.79% |
$20.7K - $25.8K
|
10.4K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-192- 10.98% |
$21K - $26.1K
|
1.56K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-195- 2.55% |
$21.3K - $26.5K
|
7.45K
$992K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-198- 0.38% |
$21.6K - $26.9K
|
51.7K
$6.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-198- 0.95% |
$21.6K - $26.9K
|
20.7K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-200- 2.36% |
$21.8K - $27.1K
|
8.27K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-200- 7.48% |
$21.8K - $27.1K
|
2.48K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-200- 0.56% |
$21.8K - $27.1K
|
35.4K
$4.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-200- 0.98% |
$21.8K - $27.1K
|
20.3K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-204- 5.17% |
$22.3K - $27.7K
|
3.75K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-205- 8.33% |
$22.4K - $27.8K
|
2.26K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-206- 6.68% |
$22.5K - $28K
|
2.88K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-207- 3.01% |
$22.6K - $28.1K
|
6.68K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-208- 1.72% |
$22.7K - $28.2K
|
11.9K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-209- 4.58% |
$22.8K - $28.4K
|
4.36K
$581K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-210- 0.47% |
$22.9K - $28.5K
|
44.5K
$5.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-215- 9.97% |
$23.5K - $29.2K
|
1.94K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-215- 15.13% |
$23.5K - $29.2K
|
1.21K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-216- 9.25% |
$23.6K - $29.3K
|
2.12K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-217- 5.97% |
$23.7K - $29.5K
|
3.42K
$456K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-218- 6.2% |
$23.8K - $29.6K
|
3.3K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-218- 0.49% |
$23.8K - $29.6K
|
44.4K
$5.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-225- 35.16% |
$24.6K - $30.5K
|
415
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-227- 6.01% |
$24.8K - $30.8K
|
3.55K
$473K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-230- 6.04% |
$25.1K - $31.2K
|
3.58K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-231- 0.21% |
$25.2K - $31.4K
|
110K
$14.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-232- 2.87% |
$25.3K - $31.5K
|
7.84K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-235- 0.44% |
$25.7K - $31.9K
|
53.4K
$7.12M
|