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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7.29KNew |
$796K - $989K
|
7.29K
$971K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
6.95KNew |
$759K - $944K
|
6.95K
$926K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.91KNew |
$755K - $938K
|
6.91K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.88KNew |
$751K - $934K
|
6.88K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.81K+ 7.61% |
$744K - $925K
|
96.3K
$12.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.76KNew |
$738K - $918K
|
6.76K
$901K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
6.76K+ 676.38% |
$738K - $917K
|
7.76K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
6.7KNew |
$731K - $909K
|
6.7K
$892K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.61KNew |
$722K - $898K
|
6.61K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.6K+ 13.96% |
$721K - $896K
|
53.9K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.57KNew |
$717K - $892K
|
6.57K
$876K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.43KNew |
$702K - $873K
|
6.43K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.3KNew |
$688K - $855K
|
6.3K
$840K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.29K+ 10.62% |
$686K - $853K
|
65.5K
$8.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.26KNew |
$684K - $850K
|
6.26K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
6.26KNew |
$684K - $850K
|
6.26K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.15KNew |
$671K - $834K
|
6.15K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
5.99K+ 157.93% |
$654K - $813K
|
9.78K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 2.25% |
$642K - $798K
|
267K
$35.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.75K+ 32.95% |
$627K - $780K
|
23.2K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.72KNew |
$625K - $777K
|
5.72K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.7K+ 216.41% |
$622K - $773K
|
8.33K
$1.11M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.62K+ 301.99% |
$614K - $763K
|
7.49K
$998K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.59K+ 9.57% |
$610K - $758K
|
63.9K
$8.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.37KNew |
$587K - $729K
|
5.37K
$716K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.16KNew |
$564K - $701K
|
5.16K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
5.1K+ 265.63% |
$557K - $692K
|
7.02K
$936K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.91KNew |
$536K - $666K
|
4.91K
$654K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.9K+ 86.71% |
$535K - $665K
|
10.6K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.86K+ 107.71% |
$531K - $660K
|
9.37K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.63K+ 37.14% |
$506K - $629K
|
17.1K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.58KNew |
$500K - $622K
|
4.58K
$610K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.53KNew |
$494K - $614K
|
4.53K
$603K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.42KNew |
$482K - $599K
|
4.42K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.39KNew |
$480K - $596K
|
4.39K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.33KNew |
$472K - $587K
|
4.33K
$577K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.28K+ 2.18% |
$467K - $580K
|
201K
$26.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.22K+ 14.42% |
$461K - $573K
|
33.5K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.21K+ 1.78% |
$460K - $572K
|
241K
$32.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.16K+ 17.4% |
$454K - $564K
|
28K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.15K+ 13.23% |
$453K - $563K
|
35.5K
$4.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
4.14KNew |
$452K - $561K
|
4.14K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
4.13KNew |
$451K - $560K
|
4.13K
$550K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.13KNew |
$450K - $560K
|
4.13K
$550K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.01KNew |
$438K - $545K
|
4.01K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4KNew |
$437K - $543K
|
4K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4K+ 2.15% |
$436K - $542K
|
190K
$25.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.99K+ 6.2% |
$436K - $542K
|
68.4K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.97KNew |
$433K - $539K
|
3.97K
$529K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.92KNew |
$428K - $532K
|
3.92K
$523K
|