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
|
J.Safra Asset Management Corp
|
BUY
|
- |
92New |
$8.61K - $10.3K
|
92
$11.2K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 1.45% |
$8.42K - $10K
|
6.3K
$770K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 2.93% |
$8.33K - $9.92K
|
3.13K
$382K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88+ 5.14% |
$8.23K - $9.81K
|
1.8K
$220K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
86+ 124.64% |
$8.04K - $9.59K
|
155
$18.9K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 5.23% |
$7.86K - $9.37K
|
1.69K
$206K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
83+ 3.59% |
$7.76K - $9.25K
|
2.4K
$293K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
82+ 0.88% |
$7.67K - $9.14K
|
9.44K
$1.15M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 3.66% |
$7.48K - $8.92K
|
2.27K
$277K
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
78+ 0.21% |
$7.3K - $8.7K
|
37.5K
$4.58M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
77+ 1.15% |
$7.2K - $8.58K
|
6.79K
$830K
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
77+ 0.93% |
$7.2K - $8.58K
|
8.36K
$1.02M
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
76+ 5.77% |
$7.11K - $8.47K
|
1.39K
$170K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
75+ 51.02% |
$7.02K - $8.36K
|
222
$27.1K
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
75+ 1.71% |
$7.02K - $8.36K
|
4.45K
$544K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
74+ 1.01% |
$6.92K - $8.25K
|
7.37K
$901K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
74+ 9.66% |
$6.92K - $8.25K
|
840
$103K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
73+ 1.87% |
$6.83K - $8.14K
|
3.97K
$485K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
72+ 1.77% |
$6.73K - $8.03K
|
4.15K
$507K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71+ 1.05% |
$6.64K - $7.92K
|
6.83K
$834K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
71+ 1.42% |
$6.64K - $7.92K
|
5.07K
$619K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
70+ 4.82% |
$6.55K - $7.8K
|
1.52K
$186K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
68+ 0.71% |
$6.36K - $7.58K
|
9.61K
$1.17M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
68+ 2.78% |
$6.36K - $7.58K
|
2.51K
$307K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 5.57% |
$6.27K - $7.47K
|
1.27K
$155K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66New |
$6.17K - $7.36K
|
66
$8.06K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
65New |
$6.08K - $7.25K
|
65
$7.94K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65New |
$6.08K - $7.25K
|
65
$7.94K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
61New |
$5.71K - $6.8K
|
61
$7.45K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 2.48% |
$5.71K - $6.8K
|
2.52K
$308K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
60+ 2.97% |
$5.61K - $6.69K
|
2.08K
$254K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
59+ 2.56% |
$5.52K - $6.58K
|
2.37K
$289K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
59+ 5.59% |
$5.52K - $6.58K
|
1.12K
$136K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
59+ 2.44% |
$5.52K - $6.58K
|
2.48K
$303K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58New |
$5.43K - $6.47K
|
58
$7.09K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
56+ 0.77% |
$5.24K - $6.24K
|
7.35K
$897K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
55+ 17.41% |
$5.14K - $6.13K
|
371
$45.3K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 0.56% |
$5.14K - $6.13K
|
9.81K
$1.2M
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
51+ 0.82% |
$4.77K - $5.69K
|
6.25K
$764K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
51+ 2.1% |
$4.77K - $5.69K
|
2.48K
$303K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$4.68K - $5.57K
|
50
$6.11K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
49+ 1.6% |
$4.58K - $5.46K
|
3.12K
$381K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49+ 0.97% |
$4.58K - $5.46K
|
5.08K
$620K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
48+ 0.26% |
$4.49K - $5.35K
|
18.7K
$2.29M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47+ 0.6% |
$4.4K - $5.24K
|
7.88K
$963K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
42+ 1.58% |
$3.93K - $4.68K
|
2.71K
$331K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
41+ 0.98% |
$3.84K - $4.57K
|
4.21K
$515K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
40+ 5.76% |
$3.74K - $4.46K
|
734
$89.7K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
39+ 1.04% |
$3.65K - $4.35K
|
3.81K
$465K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38+ 1.84% |
$3.55K - $4.24K
|
2.1K
$257K
|