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
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-844- 0.52% |
$92.2K - $115K
|
163K
$21.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-850- 33.86% |
$92.8K - $115K
|
1.66K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-867- 12.86% |
$94.7K - $118K
|
5.88K
$783K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-871- 2.38% |
$95.1K - $118K
|
35.7K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-873- 34.52% |
$95.3K - $118K
|
1.66K
$221K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-875- 6.99% |
$95.5K - $119K
|
11.7K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-885- 7.92% |
$96.6K - $120K
|
10.3K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-889- 13.54% |
$97.1K - $121K
|
5.68K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-889- 30.39% |
$97.1K - $121K
|
2.04K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-890- 4.79% |
$97.2K - $121K
|
17.7K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-890- 16.78% |
$97.2K - $121K
|
4.41K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-897- 4.84% |
$97.9K - $122K
|
17.6K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-899- 1.3% |
$98.2K - $122K
|
68.2K
$9.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-900- 2.21% |
$98.3K - $122K
|
39.9K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-907- 30.03% |
$99K - $123K
|
2.11K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-944- 2.51% |
$103K - $128K
|
36.7K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-949- 4.61% |
$104K - $129K
|
19.6K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-968- 3.71% |
$106K - $131K
|
25.1K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 3.62% |
$109K - $136K
|
26.6K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-1.01K- 0.72% |
$110K - $137K
|
140K
$18.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.01K- 1.29% |
$110K - $137K
|
77.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 1.2% |
$111K - $138K
|
83.7K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.02K- 1.19% |
$112K - $139K
|
84.8K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.05K- 1.67% |
$115K - $143K
|
62K
$8.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.06K- 74.45% |
$115K - $143K
|
362
$48.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.06K- 0.59% |
$116K - $144K
|
179K
$23.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.07K- 4.44% |
$117K - $145K
|
23K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.08K- 2.67% |
$117K - $146K
|
39.2K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.08K- 3.69% |
$118K - $147K
|
28.2K
$3.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.1K- 2.04% |
$120K - $149K
|
52.8K
$7.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.13K- 2.52% |
$124K - $154K
|
43.8K
$5.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.15K- 7.49% |
$126K - $157K
|
14.3K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.16K- 14.05% |
$126K - $157K
|
7.08K
$943K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.17K- 1.27% |
$128K - $159K
|
90.9K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.18K- 3.92% |
$128K - $159K
|
28.8K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.18K- 13.36% |
$129K - $160K
|
7.66K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-1.22K- 39.93% |
$133K - $165K
|
1.83K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 77.92% |
$134K - $167K
|
348
$46.4K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.12% |
$135K - $167K
|
109K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.23K- 12.8% |
$135K - $167K
|
8.41K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.25K- 2.68% |
$136K - $169K
|
45.2K
$6.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.26K- 4.8% |
$137K - $170K
|
24.9K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.26K- 79.95% |
$138K - $171K
|
316
$42.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.31K- 4.98% |
$143K - $178K
|
25K
$3.33M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.31K- 29.8% |
$143K - $178K
|
3.09K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 10.42% |
$145K - $181K
|
11.4K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 0.25% |
$146K - $181K
|
533K
$71M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 0.54% |
$146K - $181K
|
248K
$33M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 4.85% |
$146K - $182K
|
26.3K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35K- 11.92% |
$147K - $183K
|
9.98K
$1.33M
|