Purchases and Sales Made in Q3 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
337+ 1.68% |
$32.1K - $41.9K
|
20.4K
$2.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
337+ 7.03% |
$32.1K - $41.9K
|
5.13K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
332+ 33.67% |
$31.7K - $41.3K
|
1.32K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
330+ 1.0% |
$31.5K - $41K
|
33.5K
$4.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
328+ 26.28% |
$31.3K - $40.8K
|
1.58K
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
326+ 2.12% |
$31.1K - $40.5K
|
15.7K
$1.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
326New |
$31.1K - $40.5K
|
326
$40.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
322+ 2.76% |
$30.7K - $40K
|
12K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
322+ 4.53% |
$30.7K - $40K
|
7.43K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
322+ 5.57% |
$30.7K - $40K
|
6.1K
$763K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
318+ 1.46% |
$30.3K - $39.5K
|
22.1K
$2.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
317+ 2.7% |
$30.2K - $39.4K
|
12.1K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
303+ 1.06% |
$28.9K - $37.7K
|
28.9K
$3.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
300+ 1.35% |
$28.6K - $37.3K
|
22.6K
$2.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300+ 0.82% |
$28.6K - $37.3K
|
36.8K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
300+ 50.0% |
$28.6K - $37.3K
|
900
$112K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
298+ 4.09% |
$28.4K - $37K
|
7.59K
$948K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
297+ 1.07% |
$28.3K - $36.9K
|
28K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
293+ 2.04% |
$28K - $36.4K
|
14.7K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
289+ 7.84% |
$27.6K - $35.9K
|
3.97K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
283+ 1.44% |
$27K - $35.2K
|
19.9K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
282+ 3.09% |
$26.9K - $35K
|
9.4K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
279+ 0.85% |
$26.6K - $34.7K
|
33.3K
$4.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
278+ 0.65% |
$26.5K - $34.5K
|
42.8K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
278+ 6.25% |
$26.5K - $34.5K
|
4.73K
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
270+ 9.41% |
$25.8K - $33.6K
|
3.14K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
270+ 3.17% |
$25.8K - $33.6K
|
8.77K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
269+ 6.61% |
$25.7K - $33.4K
|
4.34K
$542K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
267+ 0.6% |
$25.5K - $33.2K
|
44.9K
$5.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
267+ 0.23% |
$25.5K - $33.2K
|
117K
$14.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
262+ 9.52% |
$25K - $32.6K
|
3.02K
$377K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
255+ 6.32% |
$24.3K - $31.7K
|
4.29K
$536K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
253+ 0.9% |
$24.1K - $31.4K
|
28.4K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
252+ 11.41% |
$24K - $31.3K
|
2.46K
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
251+ 21.73% |
$23.9K - $31.2K
|
1.41K
$176K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
251+ 8.23% |
$23.9K - $31.2K
|
3.3K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
250+ 7.4% |
$23.9K - $31.1K
|
3.63K
$454K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
246+ 11.08% |
$23.5K - $30.6K
|
2.47K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
242+ 0.3% |
$23.1K - $30.1K
|
81.7K
$10.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
241+ 1.97% |
$23K - $30K
|
12.5K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
235+ 5.15% |
$22.4K - $29.2K
|
4.8K
$600K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
234+ 9.15% |
$22.3K - $29.1K
|
2.79K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
234+ 2.86% |
$22.3K - $29.1K
|
8.43K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
232+ 4.49% |
$22.1K - $28.8K
|
5.4K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
227+ 3.67% |
$21.7K - $28.2K
|
6.41K
$801K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
226+ 2.66% |
$21.6K - $28.1K
|
8.72K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
225+ 0.37% |
$21.5K - $28K
|
61.7K
$7.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
223+ 2.62% |
$21.3K - $27.7K
|
8.73K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
223+ 2.2% |
$21.3K - $27.7K
|
10.4K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
223+ 10.26% |
$21.3K - $27.7K
|
2.4K
$300K
|