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
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.93KNew |
$836K - $996K
|
8.93K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
8.77K+ 22.07% |
$820K - $977K
|
48.5K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
8.61K+ 34.65% |
$805K - $960K
|
33.5K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.56KNew |
$801K - $954K
|
8.56K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.25K+ 43.16% |
$772K - $920K
|
27.4K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.19K+ 6.79% |
$766K - $913K
|
129K
$15.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.86K+ 167.62% |
$735K - $876K
|
12.5K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.83K+ 0.84% |
$733K - $873K
|
940K
$115M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
7.77K+ 6.31% |
$727K - $866K
|
131K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.72KNew |
$722K - $860K
|
7.72K
$943K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
7.68K+ 14.44% |
$718K - $856K
|
60.9K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.59K+ 34.9% |
$710K - $846K
|
29.3K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
7.54K+ 2.96% |
$705K - $841K
|
262K
$32M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.53K+ 7.79% |
$704K - $840K
|
104K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.48KNew |
$699K - $833K
|
7.48K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.47KNew |
$699K - $833K
|
7.47K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.4K+ 18.05% |
$692K - $825K
|
48.4K
$5.91M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.26K+ 4.68% |
$679K - $809K
|
163K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
7.25K+ 12.82% |
$678K - $808K
|
63.8K
$7.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
7.22K+ 30.09% |
$675K - $804K
|
31.2K
$3.81M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
7.17K+ 1.41% |
$671K - $800K
|
518K
$63.2M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.14K+ 97.13% |
$668K - $796K
|
14.5K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
6.9KNew |
$645K - $769K
|
6.9K
$843K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.64K+ 224.93% |
$621K - $740K
|
9.59K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.6K+ 55.62% |
$617K - $736K
|
18.5K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
6.53K+ 5.42% |
$610K - $728K
|
127K
$15.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.51K+ 16.75% |
$609K - $726K
|
45.4K
$5.54M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$608K - $724K
|
6.5K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.49KNew |
$607K - $724K
|
6.49K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6.09KNew |
$570K - $679K
|
6.09K
$744K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
6.07K+ 2.76% |
$568K - $677K
|
226K
$27.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.96KNew |
$558K - $665K
|
5.96K
$728K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.94KNew |
$556K - $663K
|
5.94K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.9K+ 286.22% |
$552K - $658K
|
7.96K
$972K
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.73K+ 5.51% |
$536K - $639K
|
110K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.47KNew |
$511K - $610K
|
5.47K
$668K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.38K+ 2.94% |
$503K - $599K
|
188K
$23M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.31K+ 4.3% |
$497K - $592K
|
129K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.26K+ 150.67% |
$492K - $586K
|
8.75K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.25K+ 6.35% |
$491K - $585K
|
87.9K
$10.7M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.23K+ 41.54% |
$489K - $583K
|
17.8K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.23K+ 1.95% |
$489K - $583K
|
274K
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.22KNew |
$488K - $581K
|
5.22K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.18K+ 785.15% |
$485K - $578K
|
5.84K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
5.12KNew |
$479K - $571K
|
5.12K
$626K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.08K+ 20.21% |
$475K - $566K
|
30.2K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.02K+ 22.1% |
$470K - $560K
|
27.7K
$3.39M
|
|
|
May 04, 2023
Q1 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 6.25% |
$468K - $557K
|
85K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.9KNew |
$459K - $547K
|
4.9K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.89K+ 1.44% |
$458K - $546K
|
345K
$42.1M
|