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 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-223- 6.07% |
$20.9K - $24.9K
|
3.45K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-225- 3.76% |
$21K - $25.1K
|
5.77K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-225- 4.91% |
$21K - $25.1K
|
4.36K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-226- 6.9% |
$21.1K - $25.2K
|
3.05K
$373K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-228- 3.7% |
$21.3K - $25.4K
|
5.93K
$725K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-228- 0.77% |
$21.3K - $25.4K
|
29.3K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-228- 2.24% |
$21.3K - $25.4K
|
9.94K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-231- 2.91% |
$21.6K - $25.8K
|
7.71K
$941K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-232- 3.84% |
$21.7K - $25.9K
|
5.81K
$709K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-235- 3.65% |
$22K - $26.2K
|
6.2K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-238- 1.63% |
$22.3K - $26.5K
|
14.4K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-244- 9.51% |
$22.8K - $27.2K
|
2.32K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-244- 10.05% |
$22.8K - $27.2K
|
2.19K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-246- 4.11% |
$23K - $27.4K
|
5.75K
$702K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-249- 11.13% |
$23.3K - $27.8K
|
1.99K
$243K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-250- 5.45% |
$23.4K - $27.9K
|
4.33K
$529K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-250- 37.54% |
$23.4K - $27.9K
|
416
$50.8K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 1.48% |
$23.4K - $27.9K
|
16.7K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-262- 2.98% |
$24.5K - $29.2K
|
8.53K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-272- 31.19% |
$25.4K - $30.3K
|
600
$73.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-276- 0.54% |
$25.8K - $30.8K
|
50.5K
$6.17M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-281- 10.32% |
$26.3K - $31.3K
|
2.44K
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-285- 4.96% |
$26.7K - $31.8K
|
5.46K
$667K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-290- 0.75% |
$27.1K - $32.3K
|
38.6K
$4.71M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-293- 4.95% |
$27.4K - $32.7K
|
5.63K
$688K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-297- 0.09% |
$27.8K - $33.1K
|
319K
$38.9M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-297- 5.72% |
$27.8K - $33.1K
|
4.89K
$598K
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-300- 12.2% |
$28.1K - $33.4K
|
2.16K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-310- 9.2% |
$29K - $34.6K
|
3.06K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-322- 1.2% |
$30.1K - $35.9K
|
26.6K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-330- 2.44% |
$30.9K - $36.8K
|
13.2K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-344- 0.92% |
$32.2K - $38.4K
|
37.2K
$4.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-348- 1.21% |
$32.6K - $38.8K
|
28.4K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-350- 1.05% |
$32.7K - $39K
|
33K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-355- 25.89% |
$33.2K - $39.6K
|
1.02K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-365- 0.81% |
$34.1K - $40.7K
|
44.5K
$5.43M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-368- 0.69% |
$34.4K - $41K
|
53.2K
$6.5M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-377- 8.57% |
$35.3K - $42K
|
4.02K
$491K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-385- 3.19% |
$36K - $42.9K
|
11.7K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-389- 3.41% |
$36.4K - $43.4K
|
11K
$1.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-395- 3.44% |
$36.9K - $44K
|
11.1K
$1.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-398- 6.65% |
$37.2K - $44.4K
|
5.59K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-398- 15.45% |
$37.2K - $44.4K
|
2.18K
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.98% |
$37.4K - $44.6K
|
40.4K
$4.94M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.31% |
$37.4K - $44.6K
|
128K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-400- 15.17% |
$37.4K - $44.6K
|
2.24K
$273K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-405- 7.61% |
$37.9K - $45.2K
|
4.92K
$601K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-411- 6.43% |
$38.4K - $45.8K
|
5.98K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-412- 3.4% |
$38.5K - $45.9K
|
11.7K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-419- 5.74% |
$39.2K - $46.7K
|
6.88K
$841K
|