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 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.77% |
$382 - $497
|
524
$65.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.05% |
$382 - $497
|
7.64K
$955K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.49% |
$382 - $497
|
819
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$382 - $497
|
673
$84.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$382 - $497
|
3.27K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4+ 0.03% |
$382 - $497
|
12.8K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.15% |
$286 - $373
|
2.05K
$256K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$286 - $373
|
3.11K
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.14% |
$286 - $373
|
2.14K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3+ 0.08% |
$286 - $373
|
3.74K
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
3+ 0.09% |
$286 - $373
|
3.28K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3+ 0.07% |
$286 - $373
|
4.03K
$503K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2+ 0.08% |
$191 - $249
|
2.67K
$333K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.64% |
$191 - $249
|
316
$39.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$191 - $249
|
2.2K
$275K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2+ 0.04% |
$191 - $249
|
5K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$191 - $249
|
9.08K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$191 - $249
|
5.84K
$730K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$95.4 - $124
|
5.81K
$726K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$95.4 - $124
|
2.76K
$345K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$95.4 - $124
|
3.79K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.62% |
$95.4 - $124
|
163
$20.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.03% |
$95.4 - $124
|
3K
$375K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.41% |
$95.4 - $124
|
72
$9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$95.4 - $124
|
1.24K
$155K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$95.4 - $124
|
3.54K
$442K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$95.4 - $124
|
3.97K
$497K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$95.4 - $124
|
5.98K
$747K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$95.4 - $124
|
10.5K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.32% |
$95.4 - $124
|
313
$39.1K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.83% |
$95.4 - $124
|
122
$15.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 1.52% |
$95.4 - $124
|
65
$8.12K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 0.51% |
$382 - $497
|
785
$98.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-5- 0.06% |
$477 - $621
|
7.8K
$974K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 2.27% |
$477 - $621
|
215
$26.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 7.41% |
$572 - $746
|
75
$9.37K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.11% |
$668 - $870
|
6.47K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.21% |
$668 - $870
|
3.29K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 0.16% |
$763 - $994
|
4.92K
$615K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-9- 0.16% |
$859 - $1.12K
|
5.61K
$701K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-10- 0.12% |
$954 - $1.24K
|
8.19K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 1.24% |
$954 - $1.24K
|
797
$99.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10- 0.25% |
$954 - $1.24K
|
3.97K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 1.34% |
$954 - $1.24K
|
736
$92K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 1.52% |
$1.05K - $1.37K
|
711
$88.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 1.79% |
$1.05K - $1.37K
|
603
$75.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.27% |
$1.14K - $1.49K
|
4.41K
$552K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-12- 0.11% |
$1.14K - $1.49K
|
10.6K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 3.28% |
$1.24K - $1.62K
|
383
$47.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-13- 0.21% |
$1.24K - $1.62K
|
6.21K
$776K
|