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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 29.56% |
$1.84M - $2.29M
|
73.8K
$9.85M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
16.5K+ 3.38% |
$1.8M - $2.24M
|
506K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
16.4K+ 43.33% |
$1.79M - $2.23M
|
54.4K
$7.25M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
16.4KNew |
$1.79M - $2.22M
|
16.4K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.1KNew |
$1.76M - $2.18M
|
16.1K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
16K+ 108.06% |
$1.75M - $2.18M
|
30.9K
$4.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
16KNew |
$1.75M - $2.17M
|
16K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.7KNew |
$1.72M - $2.14M
|
15.7K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$1.72M - $2.13M
|
15.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.2K+ 171.19% |
$1.66M - $2.06M
|
24.1K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15K+ 201.69% |
$1.64M - $2.04M
|
22.5K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
14.5K+ 3.46% |
$1.58M - $1.96M
|
432K
$57.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
14.2K+ 12.16% |
$1.55M - $1.93M
|
131K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13.7K+ 76033.33% |
$1.49M - $1.86M
|
13.7K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
13.2K+ 76.0% |
$1.44M - $1.8M
|
30.6K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.2K+ 15.04% |
$1.44M - $1.8M
|
101K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
12.7K+ 606.2% |
$1.39M - $1.73M
|
14.8K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$1.35M - $1.68M
|
12.4K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.9K+ 55.1% |
$1.3M - $1.62M
|
33.6K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 12.2% |
$1.29M - $1.61M
|
109K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$1.26M - $1.57M
|
11.5K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.7K+ 18.58% |
$1.16M - $1.45M
|
68K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6K+ 29.05% |
$1.15M - $1.43M
|
46.9K
$6.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.5K+ 27.68% |
$1.15M - $1.43M
|
48.6K
$6.48M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$1.15M - $1.43M
|
10.5K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.4K+ 11.18% |
$1.14M - $1.41M
|
104K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
10.4KNew |
$1.14M - $1.41M
|
10.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10.4K+ 7784.96% |
$1.13M - $1.41M
|
10.5K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
10.3KNew |
$1.12M - $1.4M
|
10.3K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$1.12M - $1.39M
|
10.2K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$1.12M - $1.39M
|
10.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.37M
|
10.1K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.94K+ 4.37% |
$1.09M - $1.35M
|
237K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.78K+ 297.02% |
$1.07M - $1.33M
|
13.1K
$1.74M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.57KNew |
$1.04M - $1.3M
|
9.57K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9.55K+ 22.9% |
$1.04M - $1.3M
|
51.3K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.02M - $1.27M
|
9.33K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.12KNew |
$996K - $1.24M
|
9.12K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.95K+ 2.37% |
$978K - $1.22M
|
387K
$51.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.85K+ 153.32% |
$966K - $1.2M
|
14.6K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.83KNew |
$964K - $1.2M
|
8.83K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.71K+ 10.66% |
$951K - $1.18M
|
90.4K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
8.19KNew |
$894K - $1.11M
|
8.19K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.16KNew |
$891K - $1.11M
|
8.16K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.01K+ 4.14% |
$875K - $1.09M
|
201K
$26.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.92KNew |
$864K - $1.07M
|
7.92K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
7.59K+ 43.11% |
$829K - $1.03M
|
25.2K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.45KNew |
$813K - $1.01M
|
7.45K
$993K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7.32KNew |
$800K - $994K
|
7.32K
$977K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.29K+ 32.13% |
$796K - $990K
|
30K
$4M
|