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 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35K- 11.92% |
$147K - $183K
|
9.98K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 10.24% |
$148K - $184K
|
11.9K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.36K- 12.9% |
$148K - $184K
|
9.17K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.4K- 4.31% |
$153K - $190K
|
31.1K
$4.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.44K- 72.97% |
$158K - $196K
|
535
$71.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.45K- 9.55% |
$159K - $197K
|
13.8K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.47K- 5.37% |
$160K - $199K
|
25.8K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.5K- 42.86% |
$164K - $204K
|
2K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.5K- 34.97% |
$164K - $204K
|
2.79K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.51K- 3.67% |
$164K - $204K
|
39.5K
$5.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.55K- 13.39% |
$169K - $210K
|
10K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.56K- 10.27% |
$171K - $212K
|
13.6K
$1.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.57K- 7.67% |
$171K - $213K
|
18.9K
$2.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.58K- 14.42% |
$172K - $214K
|
9.37K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.6K- 7.4% |
$175K - $217K
|
20.1K
$2.67M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.63K- 94.5% |
$178K - $221K
|
95
$12.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.65K- 51.79% |
$180K - $224K
|
1.54K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.67K- 4.67% |
$182K - $226K
|
34K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.68K- 26.15% |
$184K - $228K
|
4.75K
$633K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.7K- 1.39% |
$186K - $231K
|
120K
$16.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.74K- 4.28% |
$189K - $235K
|
38.8K
$5.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 0.23% |
$193K - $239K
|
765K
$102M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.78K- 8.11% |
$195K - $242K
|
20.2K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-1.81K- 1.05% |
$197K - $245K
|
170K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.82K- 0.74% |
$198K - $246K
|
244K
$32.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.86K- 2.12% |
$203K - $252K
|
85.8K
$11.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.89K- 26.78% |
$207K - $257K
|
5.17K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.93K- 6.64% |
$210K - $261K
|
27.1K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2K- 2.63% |
$218K - $271K
|
74.1K
$9.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2K- 76.57% |
$218K - $271K
|
612
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2K- 2.52% |
$218K - $271K
|
77.3K
$10.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 80.0% |
$218K - $271K
|
500
$66.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.03K- 0.62% |
$221K - $275K
|
323K
$43.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.16K- 16.81% |
$236K - $293K
|
10.7K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.17K- 9.08% |
$237K - $294K
|
21.7K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.22K- 10.39% |
$243K - $302K
|
19.2K
$2.56M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.23K- 7.19% |
$244K - $303K
|
28.8K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.25K- 23.92% |
$245K - $305K
|
7.15K
$953K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.3K- 35.03% |
$251K - $312K
|
4.27K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.3K- 50.0% |
$252K - $313K
|
2.3K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 0.72% |
$255K - $316K
|
322K
$43M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.35K- 14.13% |
$256K - $318K
|
14.3K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.4K- 7.59% |
$262K - $326K
|
29.3K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-2.45K- 55.19% |
$267K - $332K
|
1.99K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 13.9% |
$268K - $334K
|
15.2K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.5K- 1.91% |
$273K - $339K
|
128K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.53K- 18.9% |
$277K - $344K
|
10.9K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.54K- 8.75% |
$278K - $345K
|
26.5K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.55K- 2.16% |
$278K - $345K
|
115K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.62K- 59.57% |
$286K - $355K
|
1.78K
$237K
|