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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-418- 2.89% |
$39.9K - $51.9K
|
14.1K
$1.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-419- 1.1% |
$40K - $52.1K
|
37.6K
$4.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-429- 7.01% |
$40.9K - $53.3K
|
5.69K
$711K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-441- 30.99% |
$42.1K - $54.8K
|
982
$123K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-442- 18.49% |
$42.2K - $54.9K
|
1.95K
$243K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-445- 8.02% |
$42.5K - $55.3K
|
5.11K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-453- 19.96% |
$43.2K - $56.3K
|
1.82K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-454- 2.11% |
$43.3K - $56.4K
|
21K
$2.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-456- 20.27% |
$43.5K - $56.7K
|
1.79K
$224K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-456- 2.77% |
$43.5K - $56.7K
|
16K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-456- 44.06% |
$43.5K - $56.7K
|
579
$72.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-466- 5.68% |
$44.5K - $57.9K
|
7.74K
$968K
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-470- 0.43% |
$44.8K - $58.4K
|
110K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-470- 0.82% |
$44.8K - $58.4K
|
57K
$7.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-479- 15.08% |
$45.7K - $59.5K
|
2.7K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-484- 4.29% |
$46.2K - $60.2K
|
10.8K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-486- 16.82% |
$46.4K - $60.4K
|
2.4K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-488- 7.96% |
$46.6K - $60.6K
|
5.64K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-491- 1.61% |
$46.8K - $61K
|
30K
$3.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-500- 10.43% |
$47.7K - $62.1K
|
4.3K
$537K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-500- 13.16% |
$47.7K - $62.1K
|
3.3K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-500- 9.92% |
$47.7K - $62.1K
|
4.54K
$568K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-501- 0.22% |
$47.8K - $62.3K
|
229K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-501- 26.07% |
$47.8K - $62.3K
|
1.42K
$178K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-505- 1.78% |
$48.2K - $62.8K
|
27.9K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-505- 18.25% |
$48.2K - $62.8K
|
2.26K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-524- 12.97% |
$50K - $65.1K
|
3.52K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-526- 11.13% |
$50.2K - $65.4K
|
4.2K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-530- 3.07% |
$50.6K - $65.9K
|
16.7K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-550- 22.04% |
$52.5K - $68.4K
|
1.95K
$243K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-569- 18.03% |
$54.3K - $70.7K
|
2.59K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-577- 7.55% |
$55K - $71.7K
|
7.06K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-577- 1.95% |
$55K - $71.7K
|
29.1K
$3.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-586- 3.38% |
$55.9K - $72.8K
|
16.7K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-592- 6.53% |
$56.5K - $73.6K
|
8.47K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-605- 8.48% |
$57.7K - $75.2K
|
6.53K
$817K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-605- 1.11% |
$57.7K - $75.2K
|
53.9K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-609- 2.61% |
$58.1K - $75.7K
|
22.7K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-621- 0.19% |
$59.2K - $77.2K
|
324K
$40.5M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-631- 1.85% |
$60.2K - $78.4K
|
33.5K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-638- 1.23% |
$60.9K - $79.3K
|
51.3K
$6.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-640- 9.73% |
$61.1K - $79.5K
|
5.94K
$742K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-642- 2.0% |
$61.2K - $79.8K
|
31.4K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-649- 2.41% |
$61.9K - $80.7K
|
26.3K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-650- 6.7% |
$62K - $80.8K
|
9.06K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-653- 4.86% |
$62.3K - $81.2K
|
12.8K
$1.6M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-653- 4.86% |
$62.3K - $81.2K
|
12.8K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-655- 17.69% |
$62.5K - $81.4K
|
3.05K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-656- 1.52% |
$62.6K - $81.5K
|
42.5K
$5.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-661- 3.65% |
$63.1K - $82.1K
|
17.4K
$2.18M
|