Purchases and Sales Made in Q1 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
352+ 3.42% |
$32.9K - $39.2K
|
10.7K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
350+ 3.37% |
$32.7K - $39K
|
10.7K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
349+ 1.58% |
$32.6K - $38.9K
|
22.5K
$2.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
348+ 2.78% |
$32.6K - $38.8K
|
12.9K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
346+ 11.99% |
$32.4K - $38.6K
|
3.23K
$390K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
342+ 12.81% |
$32K - $38.1K
|
3.01K
$364K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
340+ 1.58% |
$31.8K - $37.9K
|
21.9K
$2.64M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
336+ 9.12% |
$31.4K - $37.5K
|
4.02K
$486K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
331+ 8.0% |
$31K - $36.9K
|
4.47K
$540K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
329+ 20.41% |
$30.8K - $36.7K
|
1.94K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
327+ 108.64% |
$30.6K - $36.5K
|
628
$75.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
317+ 1.57% |
$29.7K - $35.3K
|
20.5K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
312+ 114.71% |
$29.2K - $34.8K
|
584
$70.6K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
300+ 0.18% |
$28.1K - $33.4K
|
171K
$20.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
299+ 2.41% |
$28K - $33.3K
|
12.7K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
285+ 9.3% |
$26.7K - $31.8K
|
3.35K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
280+ 3.56% |
$26.2K - $31.2K
|
8.15K
$984K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
275+ 3.96% |
$25.7K - $30.7K
|
7.21K
$872K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
275+ 7.92% |
$25.7K - $30.7K
|
3.75K
$453K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
272+ 5.82% |
$25.4K - $30.3K
|
4.94K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
272+ 2.29% |
$25.4K - $30.3K
|
12.1K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
270+ 11.05% |
$25.3K - $30.1K
|
2.71K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
262+ 3.77% |
$24.5K - $29.2K
|
7.22K
$872K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
256+ 2.08% |
$23.9K - $28.5K
|
12.6K
$1.52M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
252+ 504.0% |
$23.6K - $28.1K
|
302
$36.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
250+ 3.02% |
$23.4K - $27.9K
|
8.52K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
250+ 3.87% |
$23.4K - $27.9K
|
6.7K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
250+ 4.78% |
$23.4K - $27.9K
|
5.48K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
246+ 11.91% |
$23K - $27.4K
|
2.31K
$279K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
242+ 5.6% |
$22.6K - $27K
|
4.56K
$551K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
237+ 1.39% |
$22.2K - $26.4K
|
17.3K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
228+ 8.54% |
$21.3K - $25.4K
|
2.9K
$350K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
225+ 8.04% |
$21K - $25.1K
|
3.02K
$365K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
225+ 3.17% |
$21K - $25.1K
|
7.33K
$885K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
225+ 2.48% |
$21K - $25.1K
|
9.3K
$1.12M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
219+ 6.13% |
$20.5K - $24.4K
|
3.79K
$458K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
218+ 6.23% |
$20.4K - $24.3K
|
3.72K
$449K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
218+ 12.34% |
$20.4K - $24.3K
|
1.98K
$240K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
215New |
$20.1K - $24K
|
215
$26K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
209+ 0.2% |
$19.5K - $23.3K
|
105K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
206+ 9.45% |
$19.3K - $23K
|
2.39K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
202+ 0.27% |
$18.9K - $22.5K
|
76.1K
$9.19M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
200+ 9.41% |
$18.7K - $22.3K
|
2.33K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
$18.7K - $22.3K
|
200
$24.2K
|
|
|
May 02, 2023
Q1 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
200+ 0.06% |
$18.7K - $22.3K
|
348K
$42.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
199New |
$18.6K - $22.2K
|
199
$24K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
199+ 6.42% |
$18.6K - $22.2K
|
3.3K
$399K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
198+ 6.54% |
$18.5K - $22.1K
|
3.23K
$390K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
196+ 8.17% |
$18.3K - $21.9K
|
2.6K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
186+ 9.48% |
$17.4K - $20.7K
|
2.15K
$260K
|