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
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-994- 22.81% |
$93K - $111K
|
3.36K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-995- 1.83% |
$93.1K - $111K
|
53.4K
$6.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1K- 9.8% |
$93.5K - $111K
|
9.2K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1K- 4.11% |
$93.5K - $111K
|
23.3K
$2.85M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 19.04% |
$93.5K - $111K
|
4.25K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1K- 2.36% |
$93.5K - $111K
|
41.4K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 1.19% |
$93.5K - $111K
|
83K
$10.1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.02K- 17.89% |
$95.2K - $113K
|
4.67K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.02K- 26.61% |
$95.6K - $114K
|
2.82K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.03K- 4.6% |
$96.2K - $115K
|
21.3K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.04K- 17.75% |
$97K - $116K
|
4.8K
$587K
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.05K- 8.43% |
$98.2K - $117K
|
11.4K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.05K- 28.63% |
$98.2K - $117K
|
2.62K
$320K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.05K- 6.04% |
$98.3K - $117K
|
16.4K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 95.57% |
$98.9K - $118K
|
49
$5.99K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.07K- 7.5% |
$99.8K - $119K
|
13.2K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.09K- 1.0% |
$102K - $121K
|
107K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.09K- 1.82% |
$102K - $122K
|
58.8K
$7.18M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.11K- 1.22% |
$103K - $123K
|
89.7K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.12K- 5.69% |
$105K - $125K
|
18.6K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.13K- 25.09% |
$105K - $125K
|
3.36K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.13K- 36.35% |
$105K - $126K
|
1.97K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.16K- 65.51% |
$108K - $129K
|
608
$74.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.17K- 1.68% |
$109K - $130K
|
68.3K
$8.34M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.17K- 1.54% |
$110K - $131K
|
75K
$9.16M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-1.17K- 32.03% |
$110K - $131K
|
2.49K
$304K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.77% |
$110K - $131K
|
13.9K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.19K- 99.08% |
$111K - $133K
|
11
$1.34K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.19K- 1.08% |
$111K - $133K
|
109K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.2K- 0.41% |
$112K - $133K
|
288K
$35.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.2K- 9.56% |
$112K - $134K
|
11.3K
$1.38M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.2K- 6.43% |
$112K - $134K
|
17.5K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.2K- 15.9% |
$113K - $134K
|
6.36K
$777K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.21K- 4.76% |
$113K - $135K
|
24.2K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.23K- 1.31% |
$115K - $137K
|
92.8K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.24K- 4.12% |
$116K - $138K
|
28.8K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-1.27K- 11.06% |
$119K - $142K
|
10.2K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 19.68% |
$119K - $142K
|
5.21K
$637K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.29K- 32.9% |
$121K - $144K
|
2.63K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 2.94% |
$125K - $149K
|
44.1K
$5.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.34K- 12.44% |
$125K - $149K
|
9.41K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.35K- 28.78% |
$126K - $151K
|
3.34K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.36K- 2.26% |
$127K - $152K
|
58.9K
$7.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.37K- 0.78% |
$128K - $152K
|
174K
$21.2M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 24.01% |
$129K - $154K
|
4.38K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.39K- 14.43% |
$130K - $155K
|
8.25K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.43K- 0.7% |
$134K - $159K
|
204K
$24.9M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 13.31% |
$136K - $162K
|
9.45K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.46K- 4.35% |
$136K - $162K
|
32K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 1.93% |
$136K - $162K
|
74.2K
$9.06M
|