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 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-235- 0.44% |
$25.7K - $31.9K
|
53.4K
$7.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-236- 0.45% |
$25.8K - $32K
|
51.9K
$6.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-238- 1.38% |
$26K - $32.3K
|
17K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-238- 1.19% |
$26K - $32.3K
|
19.7K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-240- 1.36% |
$26.2K - $32.6K
|
17.4K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-242- 1.03% |
$26.4K - $32.8K
|
23.4K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-246- 0.63% |
$26.9K - $33.4K
|
38.6K
$5.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-250- 11.37% |
$27.3K - $33.9K
|
1.95K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-250- 13.71% |
$27.3K - $33.9K
|
1.57K
$210K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-255- 3.6% |
$27.8K - $34.6K
|
6.84K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-265- 0.8% |
$28.9K - $36K
|
33K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-269- 4.68% |
$29.4K - $36.5K
|
5.48K
$731K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-272- 13.02% |
$29.7K - $36.9K
|
1.82K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-286- 6.12% |
$31.2K - $38.8K
|
4.39K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-286- 0.66% |
$31.2K - $38.8K
|
43.1K
$5.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-288- 29.33% |
$31.4K - $39.1K
|
694
$92.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-289- 6.66% |
$31.6K - $39.2K
|
4.05K
$540K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-289- 0.8% |
$31.6K - $39.2K
|
35.9K
$4.79M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-290- 6.75% |
$31.7K - $39.4K
|
4.01K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-292- 7.5% |
$31.9K - $39.6K
|
3.6K
$480K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-300- 11.61% |
$32.8K - $40.7K
|
2.29K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-300- 0.27% |
$32.8K - $40.7K
|
109K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-302- 7.48% |
$33K - $41K
|
3.73K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-305- 14.29% |
$33.3K - $41.4K
|
1.83K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-306- 7.44% |
$33.4K - $41.5K
|
3.81K
$508K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-307- 1.73% |
$33.5K - $41.7K
|
17.5K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-315- 0.27% |
$34.4K - $42.8K
|
118K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-317- 2.93% |
$34.6K - $43K
|
10.5K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-319- 2.03% |
$34.8K - $43.3K
|
15.4K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-320- 3.52% |
$34.9K - $43.4K
|
8.78K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-325- 1.85% |
$35.5K - $44.1K
|
17.3K
$2.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-327- 4.39% |
$35.7K - $44.4K
|
7.12K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-335- 1.52% |
$36.6K - $45.5K
|
21.7K
$2.89M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-340- 8.53% |
$37.1K - $46.1K
|
3.65K
$486K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-344- 3.13% |
$37.6K - $46.7K
|
10.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-345- 10.5% |
$37.7K - $46.8K
|
2.94K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-349- 8.17% |
$38.1K - $47.4K
|
3.92K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-351- 4.63% |
$38.3K - $47.6K
|
7.24K
$965K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-359- 1.41% |
$39.2K - $48.7K
|
25.1K
$3.34M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-359- 1.41% |
$39.2K - $48.7K
|
25.1K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-360- 7.05% |
$39.3K - $48.9K
|
4.74K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-360- 11.44% |
$39.3K - $48.9K
|
2.79K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-360- 10.54% |
$39.3K - $48.9K
|
3.05K
$407K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-363- 1.08% |
$39.6K - $49.3K
|
33.2K
$4.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-364- 2.22% |
$39.7K - $49.4K
|
16.1K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-368- 9.28% |
$40.2K - $49.9K
|
3.6K
$480K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-369- 1.4% |
$40.3K - $50.1K
|
26K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-369- 3.65% |
$40.3K - $50.1K
|
9.73K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-370- 8.41% |
$40.4K - $50.2K
|
4.03K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-371- 18.38% |
$40.5K - $50.4K
|
1.65K
$220K
|