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 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.58KNew |
$281K - $349K
|
2.58K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.54K+ 63.36% |
$277K - $344K
|
6.54K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.52K+ 13.53% |
$275K - $342K
|
21.2K
$2.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 7.01% |
$275K - $342K
|
38.4K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.51K+ 22.65% |
$274K - $341K
|
13.6K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.51KNew |
$274K - $340K
|
2.51K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Fractal Investments LLC
|
BUY
|
- |
2.5KNew |
$273K - $339K
|
2.5K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$270K - $335K
|
2.47K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.47K+ 1.99% |
$270K - $335K
|
126K
$16.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.44KNew |
$267K - $332K
|
2.44K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.41K+ 27.2% |
$263K - $327K
|
11.3K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.4K+ 11.13% |
$262K - $326K
|
24K
$3.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.4K+ 3.15% |
$262K - $325K
|
78.5K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.37KNew |
$258K - $321K
|
2.37K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$258K - $321K
|
2.36K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.34K+ 7.37% |
$255K - $317K
|
34.1K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
2.32K+ 3.42% |
$253K - $314K
|
70.1K
$8.98M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.31KNew |
$252K - $314K
|
2.31K
$296K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.3K+ 30.84% |
$251K - $313K
|
9.77K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.28KNew |
$249K - $309K
|
2.28K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.25KNew |
$245K - $305K
|
2.25K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.25KNew |
$245K - $305K
|
2.25K
$288K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.25KNew |
$245K - $305K
|
2.25K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$242K - $301K
|
2.22K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.22KNew |
$242K - $301K
|
2.22K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
2.21K+ 27.07% |
$242K - $300K
|
10.4K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.21K+ 15.34% |
$241K - $300K
|
16.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.19K+ 29.67% |
$239K - $297K
|
9.56K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.18KNew |
$238K - $296K
|
2.18K
$279K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.18KNew |
$238K - $296K
|
2.18K
$279K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.17K+ 99.91% |
$237K - $294K
|
4.34K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.14K+ 2.41% |
$233K - $290K
|
90.9K
$11.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 17.05% |
$233K - $289K
|
14.6K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.12K+ 20.16% |
$232K - $288K
|
12.7K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.11KNew |
$230K - $286K
|
2.11K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.1KNew |
$230K - $286K
|
2.1K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.05K+ 33.38% |
$224K - $278K
|
8.19K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.04KNew |
$223K - $277K
|
2.04K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.04KNew |
$223K - $277K
|
2.04K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.03KNew |
$222K - $276K
|
2.03K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.03K+ 23.94% |
$221K - $275K
|
10.5K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.02KNew |
$220K - $274K
|
2.02K
$259K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.02K+ 44.08% |
$220K - $273K
|
6.59K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.01KNew |
$219K - $273K
|
2.01K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.01KNew |
$219K - $272K
|
2.01K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
2K+ 68.72% |
$218K - $272K
|
4.91K
$629K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.97KNew |
$215K - $267K
|
1.97K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.96K+ 28.5% |
$214K - $266K
|
8.82K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.95KNew |
$213K - $265K
|
1.95K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.94K+ 13.44% |
$212K - $264K
|
16.4K
$2.1M
|