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 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-375- 5.55% |
$40.9K - $50.9K
|
6.39K
$851K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-379- 1.84% |
$41.4K - $51.4K
|
20.3K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-381- 0.24% |
$41.6K - $51.7K
|
161K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-381- 1.54% |
$41.6K - $51.7K
|
24.4K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-384- 4.56% |
$41.9K - $52.1K
|
8.04K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-385- 5.64% |
$42K - $52.3K
|
6.44K
$859K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-386- 12.4% |
$42.1K - $52.4K
|
2.73K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-388- 1.86% |
$42.4K - $52.7K
|
20.5K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-399- 54.07% |
$43.6K - $54.2K
|
339
$45.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 4.49% |
$43.7K - $54.3K
|
8.5K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 3.17% |
$43.7K - $54.3K
|
12.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-400- 7.77% |
$43.7K - $54.3K
|
4.75K
$633K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-401- 10.21% |
$43.8K - $54.4K
|
3.53K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-402- 5.19% |
$43.9K - $54.6K
|
7.34K
$978K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-405- 11.83% |
$44.2K - $55K
|
3.02K
$402K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-415- 11.61% |
$45.3K - $56.3K
|
3.16K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-416- 12.14% |
$45.4K - $56.5K
|
3.01K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-422- 0.6% |
$46.1K - $57.3K
|
69.6K
$9.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-432- 12.07% |
$47.2K - $58.6K
|
3.15K
$420K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-434- 0.97% |
$47.4K - $58.9K
|
44.5K
$5.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-442- 10.7% |
$48.3K - $60K
|
3.69K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-442- 22.69% |
$48.3K - $60K
|
1.51K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-443- 0.99% |
$48.4K - $60.1K
|
44.5K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-446- 1.44% |
$48.7K - $60.5K
|
30.5K
$4.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-447- 19.83% |
$48.8K - $60.7K
|
1.81K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-467- 2.93% |
$51K - $63.4K
|
15.4K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-468- 0.7% |
$51.1K - $63.5K
|
66.2K
$8.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-469- 14.17% |
$51.2K - $63.7K
|
2.84K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-469- 7.12% |
$51.2K - $63.7K
|
6.12K
$815K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 33.43% |
$51.3K - $63.8K
|
936
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-485- 13.02% |
$53K - $65.8K
|
3.24K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-492- 4.38% |
$53.7K - $66.8K
|
10.7K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-495- 22.08% |
$54K - $67.2K
|
1.75K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-495- 12.99% |
$54K - $67.2K
|
3.32K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 1.24% |
$54.2K - $67.3K
|
39.6K
$5.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-502- 0.69% |
$54.8K - $68.1K
|
71.9K
$9.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-502- 6.75% |
$54.8K - $68.1K
|
6.93K
$924K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-505- 3.61% |
$55.1K - $68.5K
|
13.5K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-508- 11.36% |
$55.5K - $68.9K
|
3.96K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-516- 2.8% |
$56.3K - $70K
|
17.9K
$2.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-522- 1.48% |
$57K - $70.8K
|
34.7K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-527- 4.72% |
$57.5K - $71.5K
|
10.6K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-528- 3.3% |
$57.7K - $71.7K
|
15.5K
$2.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-530- 15.16% |
$57.9K - $71.9K
|
2.97K
$395K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-530- 2.61% |
$57.9K - $71.9K
|
19.8K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-540- 0.45% |
$59K - $73.3K
|
120K
$16M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-541- 1.05% |
$59.1K - $73.4K
|
50.8K
$6.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-542- 8.11% |
$59.2K - $73.6K
|
6.14K
$818K
|