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 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-431- 0.98% |
$40.3K - $48.1K
|
43.4K
$5.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-436- 0.79% |
$40.8K - $48.6K
|
54.9K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-440- 16.98% |
$41.2K - $49.1K
|
2.15K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-446- 6.88% |
$41.7K - $49.7K
|
6.04K
$738K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-447- 3.57% |
$41.8K - $49.8K
|
12.1K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-453- 1.28% |
$42.4K - $50.5K
|
34.8K
$4.26M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-453- 31.18% |
$42.4K - $50.5K
|
1K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-455- 11.86% |
$42.6K - $50.7K
|
3.38K
$413K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-456- 1.59% |
$42.7K - $50.8K
|
28.3K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-458- 10.0% |
$42.8K - $51.1K
|
4.12K
$503K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-462- 1.08% |
$43.2K - $51.5K
|
42.5K
$5.19M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-462- 3.74% |
$43.2K - $51.5K
|
11.9K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-465- 72.2% |
$43.5K - $51.8K
|
179
$21.9K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-471- 17.73% |
$44.1K - $52.5K
|
2.19K
$267K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-484- 12.6% |
$45.3K - $54K
|
3.36K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-485- 11.08% |
$45.4K - $54.1K
|
3.89K
$476K
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-489- 22.98% |
$45.7K - $54.5K
|
1.64K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-494- 39.02% |
$46.2K - $55.1K
|
772
$94.3K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-498- 4.57% |
$46.6K - $55.5K
|
10.4K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-499- 14.73% |
$46.7K - $55.6K
|
2.89K
$353K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 0.34% |
$46.8K - $55.7K
|
148K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-500- 35.69% |
$46.8K - $55.7K
|
901
$110K
|
|
|
May 18, 2023
Q1 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-500- 0.09% |
$46.8K - $55.7K
|
558K
$68.2M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-510- 50.05% |
$47.7K - $56.9K
|
509
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-513- 1.15% |
$48K - $57.2K
|
44.1K
$5.39M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-517- 1.21% |
$48.4K - $57.6K
|
42.1K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-523- 15.1% |
$48.9K - $58.3K
|
2.94K
$359K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-524- 6.03% |
$49K - $58.4K
|
8.16K
$997K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-525- 10.11% |
$49.1K - $58.5K
|
4.67K
$570K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-536- 19.65% |
$50.1K - $59.8K
|
2.19K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-537- 0.94% |
$50.2K - $59.9K
|
56.6K
$6.92M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-544- 8.59% |
$50.9K - $60.7K
|
5.79K
$707K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-549- 9.38% |
$51.4K - $61.2K
|
5.3K
$648K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-552- 16.16% |
$51.6K - $61.5K
|
2.86K
$350K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-564- 5.94% |
$52.8K - $62.9K
|
8.94K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-571- 2.15% |
$53.4K - $63.7K
|
26K
$3.18M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-574- 11.48% |
$53.7K - $64K
|
4.43K
$541K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-575- 7.32% |
$53.8K - $64.1K
|
7.28K
$889K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-577- 69.18% |
$54K - $64.3K
|
257
$31.4K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-579- 1.78% |
$54.2K - $64.6K
|
32K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-580- 1.56% |
$54.3K - $64.7K
|
36.6K
$4.48M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-580- 3.13% |
$54.3K - $64.7K
|
18K
$2.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-582- 7.92% |
$54.4K - $64.9K
|
6.77K
$827K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-582- 0.38% |
$54.4K - $64.9K
|
151K
$18.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-585- 1.73% |
$54.7K - $65.2K
|
33.1K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-591- 5.81% |
$55.3K - $65.9K
|
9.59K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-600- 23.03% |
$56.1K - $66.9K
|
2.01K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-601- 11.86% |
$56.2K - $67K
|
4.47K
$545K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-605- 14.14% |
$56.6K - $67.5K
|
3.68K
$449K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-620- 4.28% |
$58K - $69.1K
|
13.9K
$1.69M
|