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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.05K+ 5.63% |
$115K - $143K
|
19.7K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.05K+ 3.07% |
$115K - $142K
|
35.2K
$4.69M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.04K+ 31.61% |
$114K - $142K
|
4.34K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.04K+ 1.69% |
$114K - $142K
|
62.8K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.04K+ 26.24% |
$113K - $141K
|
5K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.03K+ 1.14% |
$112K - $140K
|
91.2K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 0.39% |
$111K - $138K
|
263K
$35.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1K+ 3.59% |
$109K - $136K
|
28.9K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
994+ 36.05% |
$109K - $135K
|
3.75K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
984+ 1.75% |
$107K - $134K
|
57.2K
$7.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
983+ 31.32% |
$107K - $133K
|
4.12K
$549K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
980New |
$107K - $133K
|
980
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
970+ 5388.89% |
$106K - $132K
|
988
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
962+ 50.42% |
$105K - $131K
|
2.87K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
960+ 3.36% |
$105K - $130K
|
29.5K
$3.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
941+ 8.73% |
$103K - $128K
|
11.7K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
935+ 1.96% |
$102K - $127K
|
48.7K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
925New |
$101K - $126K
|
925
$123K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
890New |
$97.2K - $121K
|
890
$119K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
884New |
$96.5K - $120K
|
884
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
881+ 24.4% |
$96.2K - $120K
|
4.49K
$599K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
868New |
$94.8K - $118K
|
868
$116K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
867+ 476.37% |
$94.7K - $118K
|
1.05K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
854+ 0.72% |
$93.2K - $116K
|
119K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
822New |
$89.8K - $112K
|
822
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
811+ 5.08% |
$88.6K - $110K
|
16.8K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
811+ 2.64% |
$88.6K - $110K
|
31.6K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
804+ 1.46% |
$87.8K - $109K
|
56K
$7.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
803+ 2.13% |
$87.7K - $109K
|
38.4K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
801+ 252.68% |
$87.5K - $109K
|
1.12K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
796+ 12.41% |
$86.9K - $108K
|
7.21K
$961K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
794+ 1.65% |
$86.7K - $108K
|
48.9K
$6.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
785+ 17.65% |
$85.7K - $107K
|
5.23K
$697K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
771+ 3084.0% |
$84.2K - $105K
|
796
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
765New |
$83.5K - $104K
|
765
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
758+ 9.51% |
$82.8K - $103K
|
8.73K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
744+ 5.92% |
$81.2K - $101K
|
13.3K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
738+ 15.11% |
$80.6K - $100K
|
5.62K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
736New |
$80.4K - $99.9K
|
736
$98.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
730+ 12.03% |
$79.7K - $99.1K
|
6.8K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
727+ 0.76% |
$79.4K - $98.7K
|
96.4K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
722+ 1.51% |
$78.8K - $98K
|
48.6K
$6.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
716+ 8.12% |
$78.2K - $97.2K
|
9.53K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
711+ 2.37% |
$77.6K - $96.5K
|
30.7K
$4.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
694+ 7.32% |
$75.8K - $94.2K
|
10.2K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
691+ 6.66% |
$75.5K - $93.8K
|
11.1K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
689+ 2.47% |
$75.2K - $93.5K
|
28.6K
$3.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
675+ 6.85% |
$73.7K - $91.6K
|
10.5K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
672+ 14.94% |
$73.4K - $91.2K
|
5.17K
$689K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
666+ 94.87% |
$72.7K - $90.4K
|
1.37K
$182K
|