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
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
16.9K+ 593.06% |
$1.58M - $1.89M
|
19.8K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5K+ 17.96% |
$1.54M - $1.84M
|
108K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
16.4KNew |
$1.53M - $1.83M
|
16.4K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
16KNew |
$1.49M - $1.78M
|
16K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$1.45M - $1.73M
|
15.5K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
15.4KNew |
$1.44M - $1.72M
|
15.4K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 5.81% |
$1.44M - $1.72M
|
281K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.2K+ 3.83% |
$1.43M - $1.7M
|
414K
$51M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15K+ 29.65% |
$1.41M - $1.68M
|
65.7K
$8.1M
|
|
|
May 15, 2023
Q1 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
15KNew |
$1.4M - $1.67M
|
15K
$1.85M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15KNew |
$1.4M - $1.67M
|
15K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.9K+ 119.56% |
$1.4M - $1.66M
|
27.4K
$3.38M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.4K+ 40.18% |
$1.35M - $1.61M
|
50.4K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
14.3KNew |
$1.34M - $1.59M
|
14.3K
$1.76M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.1K+ 169.77% |
$1.32M - $1.57M
|
22.4K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.9K+ 14.49% |
$1.3M - $1.55M
|
110K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.28M - $1.53M
|
13.7K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
13.4K+ 22.19% |
$1.26M - $1.5M
|
73.9K
$9.12M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
13.1K+ 34.61% |
$1.22M - $1.46M
|
50.9K
$6.28M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.1K+ 105.86% |
$1.22M - $1.46M
|
25.5K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13K+ 9.03% |
$1.21M - $1.45M
|
157K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
13K+ 2.1% |
$1.21M - $1.44M
|
629K
$77.6M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
12.7KNew |
$1.19M - $1.42M
|
12.7K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
12.7KNew |
$1.19M - $1.42M
|
12.7K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$1.18M - $1.41M
|
12.7K
$1.56M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 28.62% |
$1.16M - $1.38M
|
55.7K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$1.14M - $1.36M
|
12.2K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 113.47% |
$1.1M - $1.31M
|
22.1K
$2.73M
|
|
|
Jun 06, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
11.7K+ 886.49% |
$1.1M - $1.31M
|
13.1K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.7K+ 9.17% |
$1.09M - $1.3M
|
139K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$1.08M - $1.29M
|
11.5K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
11.3KNew |
$1.06M - $1.26M
|
11.3K
$1.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
11KNew |
$1.03M - $1.23M
|
11K
$1.36M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
11KNew |
$1.03M - $1.23M
|
11K
$1.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$1.02M - $1.22M
|
10.9K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.7K+ 17.21% |
$1M - $1.2M
|
73.1K
$9.02M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5K+ 7.21% |
$986K - $1.18M
|
157K
$19.3M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$969K - $1.16M
|
10.4K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
10K+ 13.76% |
$939K - $1.12M
|
83K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10K+ 2.5% |
$935K - $1.11M
|
410K
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9.78KNew |
$915K - $1.09M
|
9.78K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.73K+ 101.8% |
$910K - $1.08M
|
19.3K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
9.47KNew |
$886K - $1.06M
|
9.47K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
BUY
|
- |
9.44KNew |
$883K - $1.05M
|
9.44K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.4K+ 35.22% |
$879K - $1.05M
|
36.1K
$4.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.39K+ 30.83% |
$878K - $1.05M
|
39.8K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.35K+ 13.59% |
$874K - $1.04M
|
78.1K
$9.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.34K+ 5.4% |
$873K - $1.04M
|
182K
$22.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.32K+ 0.61% |
$872K - $1.04M
|
1.54M
$189M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.99K+ 4.17% |
$841K - $1M
|
225K
$27.7M
|