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 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-637- 14.7% |
$59.6K - $71K
|
3.7K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-639- 6.1% |
$59.8K - $71.2K
|
9.84K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-640- 1.04% |
$59.9K - $71.4K
|
61K
$7.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-642- 6.6% |
$60.1K - $71.6K
|
9.08K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-655- 16.74% |
$61.3K - $73K
|
3.26K
$398K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-655- 16.74% |
$61.3K - $73K
|
3.26K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-658- 32.07% |
$61.5K - $73.4K
|
1.39K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-658- 3.82% |
$61.5K - $73.4K
|
16.6K
$2.03M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-660- 33.0% |
$61.7K - $73.6K
|
1.34K
$164K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-671- 1.95% |
$62.8K - $74.8K
|
33.8K
$4.12M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-683- 6.22% |
$63.9K - $76.1K
|
10.3K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-694- 2.88% |
$64.9K - $77.4K
|
23.4K
$2.86M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.11% |
$65.5K - $78K
|
21.8K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-705- 13.15% |
$65.9K - $78.6K
|
4.66K
$569K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-707- 91.46% |
$66.1K - $78.8K
|
66
$8.06K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-721- 2.76% |
$67.4K - $80.4K
|
25.4K
$3.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-725- 24.63% |
$67.8K - $80.8K
|
2.22K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-730- 12.51% |
$68.3K - $81.4K
|
5.11K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-742- 15.83% |
$69.4K - $82.7K
|
3.94K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-750- 0.7% |
$70.2K - $83.6K
|
106K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-760- 3.28% |
$71.1K - $84.7K
|
22.4K
$2.74M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-765- 17.04% |
$71.6K - $85.3K
|
3.73K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-775- 6.67% |
$72.5K - $86.4K
|
10.8K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-775- 0.75% |
$72.5K - $86.4K
|
102K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-789- 22.53% |
$73.8K - $88K
|
2.71K
$331K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-800- 10.39% |
$74.8K - $89.2K
|
6.9K
$843K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-800- 7.21% |
$74.8K - $89.2K
|
10.3K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-803- 10.73% |
$75.1K - $89.5K
|
6.68K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-806- 3.0% |
$75.4K - $89.9K
|
26.1K
$3.18M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-820- 11.22% |
$76.7K - $91.4K
|
6.49K
$793K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-828- 1.23% |
$77.5K - $92.3K
|
66.7K
$8.15M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-832- 1.33% |
$77.8K - $92.8K
|
61.6K
$7.53M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-842- 1.51% |
$78.8K - $93.9K
|
54.8K
$6.7M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-865- 5.91% |
$80.9K - $96.4K
|
13.8K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-873- 2.26% |
$81.7K - $97.3K
|
37.7K
$4.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-874- 24.14% |
$81.8K - $97.4K
|
2.75K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-892- 1.12% |
$83.4K - $99.4K
|
79K
$9.65M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-892- 17.25% |
$83.4K - $99.4K
|
4.28K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-904- 25.64% |
$84.6K - $101K
|
2.62K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-917- 8.92% |
$85.8K - $102K
|
9.36K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-928- 57.75% |
$86.8K - $103K
|
679
$82.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-929- 9.64% |
$86.9K - $104K
|
8.71K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-936- 24.87% |
$87.6K - $104K
|
2.83K
$345K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-939- 15.25% |
$87.8K - $105K
|
5.22K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-941- 4.86% |
$88K - $105K
|
18.4K
$2.25M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-946- 2.47% |
$88.5K - $105K
|
37.3K
$4.56M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-959- 5.36% |
$89.7K - $107K
|
16.9K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-964- 25.0% |
$90.2K - $107K
|
2.89K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-974- 57.6% |
$91.1K - $109K
|
717
$87.6K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-976- 2.58% |
$91.3K - $109K
|
36.8K
$4.5M
|