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 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
183+ 0.22% |
$17.1K - $20.4K
|
84.8K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
182+ 6.68% |
$17K - $20.3K
|
2.91K
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
179+ 1.88% |
$16.7K - $20K
|
9.72K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
172+ 5.87% |
$16.1K - $19.2K
|
3.1K
$375K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
170+ 3.68% |
$15.9K - $19K
|
4.8K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
167+ 0.86% |
$15.6K - $18.6K
|
19.6K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
165+ 7.44% |
$15.4K - $18.4K
|
2.38K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
162+ 0.65% |
$15.2K - $18.1K
|
25.2K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
160+ 6.8% |
$15K - $17.8K
|
2.51K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
156+ 4.19% |
$14.6K - $17.4K
|
3.88K
$469K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$14K - $16.7K
|
150
$18.1K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
148+ 5.45% |
$13.8K - $16.5K
|
2.86K
$346K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
147+ 4.88% |
$13.8K - $16.4K
|
3.16K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
146+ 4.52% |
$13.7K - $16.3K
|
3.37K
$408K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
145+ 1.59% |
$13.6K - $16.2K
|
9.26K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
144+ 2.34% |
$13.5K - $16.1K
|
6.3K
$762K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
139+ 2.15% |
$13K - $15.5K
|
6.59K
$797K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
139+ 2.25% |
$13K - $15.5K
|
6.31K
$762K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
138+ 1.23% |
$12.9K - $15.4K
|
11.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
136+ 1.38% |
$12.7K - $15.2K
|
10K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
134+ 4.33% |
$12.5K - $14.9K
|
3.23K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
134+ 1.03% |
$12.5K - $14.9K
|
13.1K
$1.58M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
134+ 1.96% |
$12.5K - $14.9K
|
6.97K
$842K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
131+ 0.72% |
$12.3K - $14.6K
|
18.4K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
131+ 2.62% |
$12.3K - $14.6K
|
5.14K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
127+ 0.33% |
$11.9K - $14.2K
|
39.1K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
127+ 1.16% |
$11.9K - $14.2K
|
11.1K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 6.16% |
$11.8K - $14K
|
2.17K
$262K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$11.7K - $13.9K
|
125
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
120+ 0.46% |
$11.2K - $13.4K
|
26.3K
$3.18M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
118+ 2.2% |
$11K - $13.2K
|
5.48K
$662K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
116+ 2.62% |
$10.9K - $12.9K
|
4.54K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
116+ 0.98% |
$10.9K - $12.9K
|
11.9K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
113+ 3.33% |
$10.6K - $12.6K
|
3.51K
$424K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113+ 8.78% |
$10.6K - $12.6K
|
1.4K
$169K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
111+ 0.25% |
$10.4K - $12.4K
|
44.8K
$5.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
106+ 5.33% |
$9.92K - $11.8K
|
2.1K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
103+ 4.04% |
$9.63K - $11.5K
|
2.65K
$321K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
103+ 4.04% |
$9.63K - $11.5K
|
2.65K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 16.81% |
$9.45K - $11.3K
|
702
$84.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.94% |
$9.35K - $11.1K
|
5.26K
$635K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 14.53% |
$9.35K - $11.1K
|
788
$95.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
99New |
$9.26K - $11K
|
99
$12K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
99New |
$9.26K - $11K
|
99
$12K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
99+ 0.23% |
$9.26K - $11K
|
43.3K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
98+ 0.32% |
$9.17K - $10.9K
|
30.5K
$3.68M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
97+ 2.52% |
$9.07K - $10.8K
|
3.95K
$477K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
94New |
$8.79K - $10.5K
|
94
$11.4K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
93+ 1.11% |
$8.7K - $10.4K
|
8.45K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
92+ 4.19% |
$8.61K - $10.3K
|
2.29K
$276K
|