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 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.98K- 72.5% |
$543K - $675K
|
1.89K
$252K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.05K- 9.42% |
$552K - $686K
|
48.6K
$6.47M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.09K- 13.33% |
$556K - $691K
|
33.1K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.3K- 7.92% |
$579K - $720K
|
61.7K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-5.36K- 22.51% |
$586K - $728K
|
18.5K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-5.48K- 74.65% |
$599K - $744K
|
1.86K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5.56K- 84.27% |
$607K - $754K
|
1.04K
$138K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.61K- 42.98% |
$613K - $762K
|
7.44K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.67K- 1.26% |
$620K - $770K
|
446K
$59.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.72K- 28.92% |
$625K - $776K
|
14.1K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.08K- 24.67% |
$664K - $825K
|
18.6K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.08K- 12.58% |
$664K - $826K
|
42.3K
$5.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.37K- 1.11% |
$696K - $865K
|
568K
$75.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.4K- 53.31% |
$698K - $868K
|
5.6K
$747K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-6.45K- 49.33% |
$704K - $875K
|
6.63K
$883K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.58K- 2.18% |
$718K - $893K
|
295K
$39.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-6.79K- 50.3% |
$742K - $922K
|
6.71K
$894K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.88K- 14.1% |
$751K - $934K
|
41.9K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.91K- 0.72% |
$754K - $938K
|
953K
$127M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7K- 0.58% |
$764K - $950K
|
1.21M
$161M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.04K- 3.95% |
$769K - $955K
|
171K
$22.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.13K- 15.48% |
$778K - $968K
|
38.9K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.15K- 22.44% |
$781K - $970K
|
24.7K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.18K- 5.99% |
$784K - $975K
|
113K
$15M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.25K- 52.16% |
$791K - $983K
|
6.65K
$886K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 3.59% |
$797K - $990K
|
196K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-7.31K- 73.06% |
$798K - $992K
|
2.69K
$359K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.32K- 9.69% |
$799K - $994K
|
68.3K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7.4K- 9.22% |
$808K - $1M
|
72.8K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-7.52K- 2.39% |
$821K - $1.02M
|
307K
$40.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.55K- 14.48% |
$825K - $1.03M
|
44.6K
$5.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.57K- 25.45% |
$827K - $1.03M
|
22.2K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.61K- 51.89% |
$831K - $1.03M
|
7.06K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.63K- 7.32% |
$833K - $1.04M
|
96.5K
$12.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.7K- 79.97% |
$840K - $1.04M
|
1.93K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.87K- 4.22% |
$859K - $1.07M
|
179K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-7.96K- 20.14% |
$869K - $1.08M
|
31.6K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.02K- 12.14% |
$876K - $1.09M
|
58K
$7.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-8.43K- 3.52% |
$921K - $1.14M
|
231K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-8.68K- 10.68% |
$948K - $1.18M
|
72.6K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.69K- 8.23% |
$949K - $1.18M
|
96.9K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-9.7K- 8.58% |
$1.06M - $1.32M
|
103K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-10K- 23.53% |
$1.09M - $1.36M
|
32.5K
$4.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.7K- 8.23% |
$1.16M - $1.45M
|
119K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-10.7K- 55.68% |
$1.17M - $1.45M
|
8.51K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10.7K- 98.77% |
$1.17M - $1.46M
|
133
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11K- 9.9% |
$1.2M - $1.49M
|
100K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-11.3K- 85.46% |
$1.23M - $1.53M
|
1.92K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.6K- 1.68% |
$1.27M - $1.58M
|
683K
$91.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.8K- 3.1% |
$1.29M - $1.6M
|
369K
$49.2M
|