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 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$175K - $217K
|
1.6K
$213K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.59K+ 3.14% |
$174K - $216K
|
52.2K
$6.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.58KNew |
$173K - $215K
|
1.58K
$211K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.58KNew |
$172K - $214K
|
1.58K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57KNew |
$171K - $213K
|
1.57K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.56KNew |
$171K - $212K
|
1.56K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
1.56KNew |
$170K - $212K
|
1.56K
$208K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$169K - $211K
|
1.55K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.54KNew |
$168K - $209K
|
1.54K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.54KNew |
$168K - $209K
|
1.54K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.53KNew |
$167K - $208K
|
1.53K
$204K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.53K+ 45.62% |
$167K - $207K
|
4.87K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$166K - $206K
|
1.52K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.51KNew |
$165K - $205K
|
1.51K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.51KNew |
$165K - $205K
|
1.51K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$165K - $205K
|
1.51K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.51KNew |
$164K - $204K
|
1.51K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.51KNew |
$164K - $204K
|
1.51K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$200K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.5K+ 0.97% |
$164K - $204K
|
156K
$20.7M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$164K - $203K
|
1.5K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.46K+ 5.42% |
$160K - $198K
|
28.4K
$3.79M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.46KNew |
$159K - $198K
|
1.46K
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.4K+ 45.09% |
$153K - $190K
|
4.51K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39K+ 57.86% |
$151K - $188K
|
3.78K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.32K+ 70.41% |
$144K - $180K
|
3.2K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.32KNew |
$144K - $179K
|
1.32K
$176K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.31KNew |
$143K - $178K
|
1.31K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.3K+ 12.49% |
$142K - $176K
|
11.7K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.29K+ 14.35% |
$141K - $176K
|
10.3K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 792.64% |
$141K - $175K
|
1.46K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 19.8% |
$140K - $174K
|
7.75K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.28KNew |
$140K - $173K
|
1.28K
$170K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.28K+ 37.23% |
$139K - $173K
|
4.7K
$626K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.28K+ 1.86% |
$139K - $173K
|
69.7K
$9.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.27K+ 4.35% |
$139K - $172K
|
30.4K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 27.75% |
$136K - $168K
|
5.71K
$761K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.24KNew |
$135K - $168K
|
1.24K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.24K+ 3.5% |
$135K - $168K
|
36.6K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 11.71% |
$132K - $164K
|
11.6K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 5.81% |
$130K - $162K
|
21.7K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.18K+ 12.0% |
$129K - $161K
|
11K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.16K+ 15.87% |
$127K - $157K
|
8.47K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 19.41% |
$123K - $153K
|
6.95K
$926K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.11K+ 6.34% |
$121K - $150K
|
18.6K
$2.48M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.05KNew |
$115K - $143K
|
1.05K
$140K
|