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 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-141- 2.45% |
$13.2K - $15.7K
|
5.63K
$687K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-142- 5.61% |
$13.3K - $15.8K
|
2.39K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-150- 3.9% |
$14K - $16.7K
|
3.69K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-150- 2.12% |
$14K - $16.7K
|
6.93K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-150- 0.33% |
$14K - $16.7K
|
44.7K
$5.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-152- 5.71% |
$14.2K - $16.9K
|
2.51K
$307K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-165- 2.32% |
$15.4K - $18.4K
|
6.94K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-165- 1.11% |
$15.4K - $18.4K
|
14.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-167- 4.05% |
$15.6K - $18.6K
|
3.96K
$484K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-169- 4.28% |
$15.8K - $18.8K
|
3.78K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-169- 7.36% |
$15.8K - $18.8K
|
2.13K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-172- 0.1% |
$16.1K - $19.2K
|
168K
$20.5M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175Closed |
$16.4K - $19.5K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-176- 2.03% |
$16.5K - $19.6K
|
8.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-182- 5.03% |
$17K - $20.3K
|
3.44K
$420K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-183- 0.72% |
$17.1K - $20.4K
|
25.3K
$3.09M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-183- 0.72% |
$17.1K - $20.4K
|
25.3K
$3.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-185- 2.9% |
$17.3K - $20.6K
|
6.19K
$756K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-189- 0.31% |
$17.7K - $21.1K
|
61.2K
$7.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-189- 8.48% |
$17.7K - $21.1K
|
2.04K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-190- 7.01% |
$17.8K - $21.2K
|
2.52K
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-194- 12.51% |
$18.1K - $21.6K
|
1.36K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-198- 6.0% |
$18.5K - $22.1K
|
3.1K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-198- 5.33% |
$18.5K - $22.1K
|
3.52K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-198- 4.11% |
$18.5K - $22.1K
|
4.62K
$564K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-199- 3.8% |
$18.6K - $22.2K
|
5.03K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-199- 3.8% |
$18.6K - $22.2K
|
5.03K
$615K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.66% |
$18.7K - $22.3K
|
30.3K
$3.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 56.02% |
$18.7K - $22.3K
|
157
$19.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-200- 0.51% |
$18.7K - $22.3K
|
39.2K
$4.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.13% |
$18.7K - $22.3K
|
3.7K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-200- 1.1% |
$18.7K - $22.3K
|
18K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-200- 2.12% |
$18.7K - $22.3K
|
9.24K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 13.59% |
$18.7K - $22.3K
|
1.27K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 2.08% |
$18.7K - $22.3K
|
9.42K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.89% |
$19.1K - $22.7K
|
22.7K
$2.78M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.89% |
$19.1K - $22.7K
|
22.7K
$2.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-206- 6.13% |
$19.3K - $23K
|
3.16K
$385K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-211- 4.71% |
$19.7K - $23.5K
|
4.27K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-211- 2.4% |
$19.7K - $23.5K
|
8.57K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-213- 1.82% |
$19.9K - $23.7K
|
11.5K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-213- 0.86% |
$19.9K - $23.7K
|
24.6K
$3.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-215- 2.68% |
$20.1K - $24K
|
7.81K
$954K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-216- 2.68% |
$20.2K - $24.1K
|
7.84K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-216- 0.67% |
$20.2K - $24.1K
|
32.2K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-217- 9.67% |
$20.3K - $24.2K
|
2.03K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-218- 42.25% |
$20.4K - $24.3K
|
298
$36.4K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-219- 2.95% |
$20.5K - $24.4K
|
7.22K
$881K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-220- 1.41% |
$20.6K - $24.5K
|
15.4K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-220- 0.81% |
$20.6K - $24.5K
|
26.8K
$3.27M
|