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 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.82K- 3.81% |
$264K - $315K
|
71.2K
$8.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.93K- 0.59% |
$274K - $327K
|
496K
$59.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.94K- 5.35% |
$275K - $328K
|
52K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.95K- 1.18% |
$275K - $328K
|
246K
$29.7M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.95K- 6.67% |
$276K - $329K
|
41.3K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 7.86% |
$278K - $331K
|
34.8K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.03K- 1.95% |
$283K - $338K
|
152K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.05K- 16.57% |
$286K - $340K
|
15.4K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.17K- 2.57% |
$297K - $354K
|
120K
$14.5M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.32K- 40.26% |
$310K - $370K
|
4.92K
$594K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.34K- 38.97% |
$313K - $373K
|
5.23K
$632K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.4K- 14.9% |
$318K - $379K
|
19.4K
$2.34M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3.42K- 28.78% |
$320K - $381K
|
8.47K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.5K- 27.07% |
$327K - $390K
|
9.43K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.5K- 0.94% |
$327K - $390K
|
367K
$44.4M
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.54K- 49.32% |
$331K - $394K
|
3.63K
$439K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.62K- 6.01% |
$338K - $403K
|
56.5K
$6.83M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.7K- 1.31% |
$346K - $412K
|
279K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.72K- 27.64% |
$348K - $415K
|
9.74K
$1.18M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.72K- 32.19% |
$348K - $415K
|
7.84K
$948K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.78K- 0.97% |
$354K - $422K
|
386K
$46.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.82K- 16.35% |
$357K - $426K
|
19.5K
$2.36M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.86K- 99.9% |
$361K - $430K
|
4
$483
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.97K- 6.21% |
$372K - $443K
|
60K
$7.25M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.03K- 4.02% |
$377K - $449K
|
96.3K
$11.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-4.14K- 21.15% |
$387K - $462K
|
15.4K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.15K- 43.45% |
$388K - $463K
|
5.4K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.21K- 56.89% |
$394K - $469K
|
3.19K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 11.45% |
$394K - $470K
|
32.6K
$3.94M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.42K- 40.1% |
$413K - $492K
|
6.6K
$797K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.62K- 81.58% |
$432K - $515K
|
1.04K
$126K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.63K- 23.55% |
$433K - $516K
|
15K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 72.82% |
$433K - $516K
|
1.73K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.75K- 0.6% |
$444K - $529K
|
789K
$95.3M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.75K- 1.56% |
$445K - $530K
|
300K
$36.2M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.93K- 37.78% |
$461K - $549K
|
8.11K
$980K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-5.33K- 9.74% |
$498K - $594K
|
49.4K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.35K- 28.01% |
$500K - $596K
|
13.8K
$1.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.47K- 2.17% |
$512K - $610K
|
247K
$29.8M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-5.48K- 12.24% |
$512K - $611K
|
39.3K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.74K- 55.25% |
$537K - $640K
|
4.65K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.93K- 1.77% |
$555K - $661K
|
330K
$39.9M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-6K- 50.0% |
$561K - $669K
|
6K
$725K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.07K- 4.87% |
$568K - $677K
|
119K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-6.1K- 42.07% |
$571K - $680K
|
8.4K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.36K- 50.88% |
$595K - $709K
|
6.14K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-6.49K- 23.76% |
$607K - $724K
|
20.8K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-6.5K- 43.58% |
$608K - $724K
|
8.41K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.54K- 7.22% |
$612K - $729K
|
84K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.89K- 15.26% |
$644K - $768K
|
38.2K
$4.62M
|