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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-30- 0.68% |
$2.81K - $3.34K
|
4.4K
$537K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.4% |
$2.81K - $3.34K
|
7.43K
$907K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.07% |
$2.81K - $3.34K
|
41.6K
$5.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-31- 0.35% |
$2.9K - $3.46K
|
8.84K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-35- 1.44% |
$3.27K - $3.9K
|
2.4K
$293K
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-36- 0.05% |
$3.37K - $4.01K
|
68K
$8.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-36- 0.58% |
$3.37K - $4.01K
|
6.17K
$754K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-37- 0.79% |
$3.46K - $4.13K
|
4.67K
$570K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37- 1.55% |
$3.46K - $4.13K
|
2.36K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.51% |
$3.55K - $4.24K
|
7.43K
$908K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-38- 0.73% |
$3.55K - $4.24K
|
5.19K
$634K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-42- 0.09% |
$3.93K - $4.68K
|
46.6K
$5.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42- 0.18% |
$3.93K - $4.68K
|
22.7K
$2.77M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-42- 1.26% |
$3.93K - $4.68K
|
3.29K
$401K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-42- 1.09% |
$3.93K - $4.68K
|
3.82K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-42- 1.64% |
$3.93K - $4.68K
|
2.53K
$309K
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-44- 0.66% |
$4.12K - $4.91K
|
6.59K
$804K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.73% |
$4.21K - $5.02K
|
6.11K
$746K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-45- 0.54% |
$4.21K - $5.02K
|
8.33K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-46- 0.33% |
$4.3K - $5.13K
|
13.8K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-47- 0.83% |
$4.4K - $5.24K
|
5.59K
$682K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$4.68K - $5.57K
|
7.75K
$947K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 98.04% |
$4.68K - $5.57K
|
1
$122
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.37% |
$4.68K - $5.57K
|
13.3K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 1.37% |
$4.68K - $5.57K
|
3.6K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-55- 0.64% |
$5.14K - $6.13K
|
8.58K
$1.05M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-58- 0.24% |
$5.43K - $6.47K
|
24K
$2.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-59- 7.5% |
$5.52K - $6.58K
|
728
$88.9K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-59- 13.98% |
$5.52K - $6.58K
|
363
$44.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-60- 0.57% |
$5.61K - $6.69K
|
10.5K
$1.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-62- 5.67% |
$5.8K - $6.91K
|
1.03K
$126K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-62- 2.55% |
$5.8K - $6.91K
|
2.37K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-62- 0.42% |
$5.8K - $6.91K
|
14.7K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-62- 9.55% |
$5.8K - $6.91K
|
587
$71.7K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-62- 6.35% |
$5.8K - $6.91K
|
915
$112K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-66- 1.35% |
$6.17K - $7.36K
|
4.84K
$591K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-67- 0.96% |
$6.27K - $7.47K
|
6.94K
$848K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-67- 0.22% |
$6.27K - $7.47K
|
30.4K
$3.71M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 0.69% |
$6.45K - $7.69K
|
9.9K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-70- 0.99% |
$6.55K - $7.8K
|
7.03K
$859K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-70- 0.46% |
$6.55K - $7.8K
|
15.1K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-71- 0.62% |
$6.64K - $7.92K
|
11.3K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71- 1.19% |
$6.64K - $7.92K
|
5.9K
$721K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-72- 1.19% |
$6.73K - $8.03K
|
5.99K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-74- 1.06% |
$6.92K - $8.25K
|
6.93K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-76- 0.22% |
$7.11K - $8.47K
|
34.5K
$4.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-77- 1.71% |
$7.2K - $8.58K
|
4.43K
$541K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-78- 1.94% |
$7.3K - $8.7K
|
3.95K
$483K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-80- 3.6% |
$7.48K - $8.92K
|
2.14K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-80- 0.15% |
$7.48K - $8.92K
|
53.6K
$6.55M
|