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
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.47K- 4.82% |
$138K - $164K
|
29.1K
$3.55M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 7.97% |
$147K - $175K
|
18.2K
$2.22M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.58K- 8.29% |
$148K - $176K
|
17.5K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.58K- 3.73% |
$148K - $176K
|
40.8K
$4.98M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.64K- 4.88% |
$153K - $182K
|
31.9K
$3.9M
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 7.41% |
$153K - $183K
|
20.5K
$2.5M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.64K- 5.45% |
$154K - $183K
|
28.5K
$3.48M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.66K- 18.21% |
$155K - $185K
|
7.44K
$909K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.67K- 0.77% |
$156K - $186K
|
214K
$26.1M
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.7K- 37.24% |
$159K - $190K
|
2.87K
$350K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.7K- 3.38% |
$159K - $190K
|
48.6K
$5.93M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.72K- 1.34% |
$161K - $192K
|
127K
$15.5M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.75K- 1.45% |
$164K - $195K
|
119K
$14.5M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.78K- 89.84% |
$166K - $198K
|
201
$24.6K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.81K- 7.55% |
$169K - $201K
|
22.1K
$2.7M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.84K- 43.5% |
$172K - $205K
|
2.39K
$292K
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.85K- 5.45% |
$173K - $206K
|
32K
$3.91M
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.9K- 18.01% |
$178K - $212K
|
8.65K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 14.56% |
$178K - $212K
|
11.2K
$1.37M
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.95K- 1.73% |
$182K - $217K
|
111K
$13.6M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 1.93% |
$183K - $219K
|
99.7K
$12.2M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2K- 35.01% |
$187K - $223K
|
3.71K
$454K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.01K- 4.33% |
$188K - $224K
|
44.4K
$5.42M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.01K- 1.29% |
$188K - $224K
|
154K
$18.8M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.02K- 1.54% |
$189K - $226K
|
129K
$15.8M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.09K- 33.47% |
$196K - $233K
|
4.16K
$508K
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.12K- 4.55% |
$198K - $236K
|
44.4K
$5.43M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.13K- 4.69% |
$199K - $238K
|
43.3K
$5.3M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 14.17% |
$203K - $242K
|
13.2K
$1.61M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.2K- 56.32% |
$205K - $245K
|
1.7K
$208K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.28K- 8.77% |
$213K - $254K
|
23.7K
$2.89M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.3K- 30.05% |
$215K - $256K
|
5.36K
$654K
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.4K- 22.39% |
$224K - $268K
|
8.32K
$1.02M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.42K- 0.48% |
$227K - $270K
|
500K
$61.1M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.42K- 47.8% |
$227K - $270K
|
2.65K
$323K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.47K- 7.16% |
$231K - $276K
|
32.1K
$3.92M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.48K- 52.13% |
$232K - $276K
|
2.28K
$278K
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.49K- 38.33% |
$233K - $277K
|
4K
$489K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.49K- 1.16% |
$233K - $278K
|
213K
$26.1M
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.5K- 29.41% |
$234K - $279K
|
6K
$733K
|
|
May 18, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.5K- 0.56% |
$234K - $279K
|
440K
$53.8M
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.54K- 4.3% |
$237K - $283K
|
56.4K
$6.89M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.55K- 0.76% |
$239K - $284K
|
331K
$40.5M
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.65K- 1.4% |
$248K - $295K
|
187K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.67K- 4.66% |
$250K - $298K
|
54.6K
$6.67M
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.68K- 5.13% |
$251K - $299K
|
49.6K
$6.06M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.68K- 31.34% |
$251K - $299K
|
5.88K
$718K
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-2.74K- 1.57% |
$256K - $305K
|
171K
$20.9M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.75K- 23.61% |
$257K - $306K
|
8.89K
$1.09M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.76K- 27.72% |
$258K - $307K
|
7.18K
$877K
|