Purchases and Sales Made in Q3 2023 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.07K
New
$102K - $133K
1.07K $139K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.06K
+ 15.08%
$101K - $131K
8.05K $1.04M
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
1.06K
+ 17.05%
$101K - $131K
7.24K $939K
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.04K
+ 26.0%
$99.2K - $129K
5.04K $654K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.04K
+ 35.84%
$99.2K - $129K
3.94K $511K
Nov 13, 2023 Q3 2023
Treasurer Of The State Of North Carolina

BUY
 -
1.03K
+ 0.51%
$98.3K - $128K
203K $26.3M
Nov 13, 2023 Q3 2023
Chiron Investment Management, LLC

New York, NY
BUY
 -
1.03K
New
$97.9K - $128K
1.03K $133K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.01K
+ 14.54%
$96.5K - $126K
7.97K $1.03M
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
1K
+ 63.25%
$95.4K - $124K
2.58K $335K
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
1K
+ 13.07%
$95.4K - $124K
8.65K $1.12M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
956
+ 4.93%
$91.2K - $119K
20.3K $2.64M
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
949
+ 4.84%
$90.5K - $118K
20.6K $2.67M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
941
+ 2.69%
$89.8K - $117K
35.9K $4.66M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
933
+ 3.49%
$89K - $116K
27.6K $3.58M
Nov 08, 2023 Q3 2023
Torray LLC

BUY
 -
917
+ 0.66%
$87.5K - $114K
141K $18.3M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
894
+ 8.71%
$85.3K - $111K
11.2K $1.45M
Nov 01, 2023 Q3 2023
Wisconsin Capital Management LLC

BUY
 -
875
+ 3.31%
$83.5K - $109K
27.3K $3.54M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
859
+ 7.29%
$81.9K - $107K
12.6K $1.64M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
858
+ 3.77%
$81.9K - $107K
23.6K $3.06M
Nov 14, 2023 Q3 2023
Ossiam

Paris, I0
BUY
 -
848
New
$80.9K - $105K
848 $110K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
845
+ 7.22%
$80.6K - $105K
12.5K $1.63M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
835
+ 1.44%
$79.7K - $104K
58.8K $7.63M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
817
+ 9.05%
$77.9K - $102K
9.85K $1.28M
Oct 31, 2023 Q3 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
814
+ 4.58%
$77.7K - $101K
18.6K $2.41M
Nov 07, 2023 Q3 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
811
+ 20.1%
$77.4K - $101K
4.85K $628K
Oct 21, 2024 Q3 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
811
+ 20.1%
$77.4K - $101K
4.85K $628K
Oct 25, 2023 Q3 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
810
+ 2.04%
$77.3K - $101K
40.5K $5.25M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
801
+ 13.52%
$76.4K - $99.5K
6.72K $872K
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
795
+ 2.16%
$75.8K - $98.8K
37.6K $4.88M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
792
+ 37.41%
$75.6K - $98.4K
2.91K $377K
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
791
+ 4.28%
$75.5K - $98.3K
19.3K $2.5M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
791
+ 3.61%
$75.5K - $98.3K
22.7K $2.94M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
780
+ 20.82%
$74.4K - $96.9K
4.53K $587K
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
772
+ 0.81%
$73.6K - $95.9K
95.7K $12.4M
Nov 13, 2023 Q3 2023
Richard C. Young & Co., Ltd.

BUY
 -
762
+ 0.74%
$72.7K - $94.7K
104K $13.5M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
739
+ 5.54%
$70.5K - $91.8K
14.1K $1.82M
Oct 19, 2023 Q3 2023
First Personal Financial Services

BUY
 -
738
New
$70.4K - $91.7K
738 $95.7K
Nov 14, 2023 Q3 2023
Stevens Capital Management LP

Radnor, PA
BUY
 -
738
+ 7.86%
$70.4K - $91.7K
10.1K $1.31M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
730
+ 1.13%
$69.6K - $90.7K
65.1K $8.44M
Nov 14, 2023 Q3 2023
Wahed Invest LLC

New York, NY
BUY
 -
730
+ 11.04%
$69.6K - $90.7K
7.35K $953K
Oct 19, 2023 Q3 2023
Uncommon Cents Investing LLC

BUY
 -
725
+ 28.69%
$69.2K - $90.1K
3.25K $422K
Oct 27, 2023 Q3 2023
Alley Investment Management Company, LLC

BUY
 -
721
+ 1.16%
$68.8K - $89.6K
63K $8.17M
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
710
+ 2.05%
$67.7K - $88.2K
35.4K $4.59M
Oct 26, 2023 Q3 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
700
+ 7.65%
$66.8K - $87K
9.85K $1.28M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
675
+ 1.35%
$64.4K - $83.9K
50.6K $6.56M
Nov 08, 2023 Q3 2023
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
675
New
$64.4K - $83.9K
675 $87.5K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
667
+ 14.0%
$63.6K - $82.9K
5.43K $704K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
665
+ 20.14%
$63.4K - $82.6K
3.97K $514K
Nov 14, 2023 Q3 2023
Janus Henderson Group PLC

London, X0
BUY
 -
664
+ 0.99%
$63.3K - $82.5K
67.8K $8.79M

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