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
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-543- 17.48% |
$59.3K - $73.7K
|
2.56K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-545- 1.55% |
$59.5K - $74K
|
34.6K
$4.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-549- 14.5% |
$59.9K - $74.5K
|
3.24K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-549- 4.69% |
$59.9K - $74.5K
|
11.2K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-550- 0.66% |
$60.1K - $74.6K
|
83K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-555- 6.2% |
$60.6K - $75.3K
|
8.4K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-555- 5.89% |
$60.6K - $75.3K
|
8.87K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-564- 3.04% |
$61.6K - $76.5K
|
18K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-568- 14.88% |
$62K - $77.1K
|
3.25K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-570- 15.83% |
$62.2K - $77.4K
|
3.03K
$404K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-570- 5.51% |
$62.2K - $77.4K
|
9.78K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-582- 8.0% |
$63.5K - $79K
|
6.69K
$892K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-585- 16.95% |
$63.9K - $79.4K
|
2.87K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-592- 3.17% |
$64.6K - $80.3K
|
18.1K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-596- 0.66% |
$65.1K - $80.9K
|
90.1K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-597- 14.7% |
$65.2K - $81K
|
3.47K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-597- 21.83% |
$65.2K - $81K
|
2.14K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-599- 10.75% |
$65.4K - $81.3K
|
4.97K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-600- 1.23% |
$65.5K - $81.4K
|
48.1K
$6.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 1.41% |
$65.8K - $81.8K
|
42.1K
$5.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-629- 27.66% |
$68.7K - $85.4K
|
1.65K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-629- 1.63% |
$68.7K - $85.4K
|
38K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-636- 8.44% |
$69.4K - $86.3K
|
6.9K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-637- 21.32% |
$69.6K - $86.5K
|
2.35K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-639- 5.4% |
$69.8K - $86.7K
|
11.2K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-641- 26.75% |
$70K - $87K
|
1.76K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-644- 2.01% |
$70.3K - $87.4K
|
31.4K
$4.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-650- 7.17% |
$71K - $88.2K
|
8.42K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-677- 20.75% |
$73.9K - $91.9K
|
2.59K
$345K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-680- 2.24% |
$74.2K - $92.3K
|
29.7K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-685- 3.16% |
$74.8K - $93K
|
21K
$2.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-693- 28.42% |
$75.7K - $94.1K
|
1.75K
$233K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-696- 4.16% |
$76K - $94.5K
|
16K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-736- 3.44% |
$80.4K - $99.9K
|
20.6K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-740- 16.95% |
$80.8K - $100K
|
3.63K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-743- 7.43% |
$81.1K - $101K
|
9.26K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-748- 5.44% |
$81.7K - $102K
|
13K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-748- 6.91% |
$81.7K - $102K
|
10.1K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-770- 4.81% |
$84.1K - $105K
|
15.2K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-771- 3.44% |
$84.2K - $105K
|
21.6K
$2.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-772- 0.99% |
$84.3K - $105K
|
77.1K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-783- 13.68% |
$85.5K - $106K
|
4.94K
$658K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-794- 23.03% |
$86.7K - $108K
|
2.65K
$354K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-805- 8.92% |
$87.9K - $109K
|
8.22K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-809- 0.97% |
$88.3K - $110K
|
82.8K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-809- 61.38% |
$88.3K - $110K
|
509
$67.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-817- 14.44% |
$89.2K - $111K
|
4.84K
$645K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-824- 14.45% |
$90K - $112K
|
4.88K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-832- 13.55% |
$90.8K - $113K
|
5.31K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-840- 35.01% |
$91.7K - $114K
|
1.56K
$208K
|