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
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 1.48% |
$96.6K - $115K
|
70.9K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 2.62% |
$95.8K - $114K
|
40.1K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 2.58% |
$94.8K - $113K
|
40.4K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.01K+ 9.81% |
$94.1K - $112K
|
11.3K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1K+ 41.23% |
$93.7K - $112K
|
3.43K
$419K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
1K+ 28.57% |
$93.5K - $111K
|
4.5K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
997New |
$93.3K - $111K
|
997
$122K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
977+ 2.4% |
$91.4K - $109K
|
41.7K
$5.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
971New |
$90.8K - $108K
|
971
$119K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
962+ 2.75% |
$90K - $107K
|
36K
$4.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
950+ 0.76% |
$88.9K - $106K
|
127K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
949+ 14.19% |
$88.8K - $106K
|
7.64K
$933K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
933+ 4.37% |
$87.3K - $104K
|
22.3K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
921+ 28.39% |
$86.2K - $103K
|
4.17K
$509K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
897+ 1.64% |
$83.9K - $100K
|
55.5K
$6.78M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
881+ 3.14% |
$82.4K - $98.2K
|
28.9K
$3.53M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
878+ 3.08% |
$82.1K - $97.9K
|
29.4K
$3.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
875+ 34.3% |
$81.8K - $97.6K
|
3.43K
$419K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
875+ 0.46% |
$81.8K - $97.6K
|
192K
$23.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
863+ 5.04% |
$80.7K - $96.2K
|
18K
$2.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
846+ 7.89% |
$79.1K - $94.3K
|
11.6K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
845New |
$79K - $94.2K
|
845
$103K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
836+ 0.9% |
$78.2K - $93.2K
|
93.9K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
835+ 14.58% |
$78.1K - $93.1K
|
6.56K
$802K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
808+ 5.11% |
$75.6K - $90.1K
|
16.6K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
802+ 16.21% |
$75K - $89.4K
|
5.75K
$702K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
774+ 3.69% |
$72.4K - $86.3K
|
21.8K
$2.66M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
770+ 6.05% |
$72K - $85.8K
|
13.5K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
753+ 3.0% |
$70.4K - $84K
|
25.9K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
750+ 35.99% |
$70.2K - $83.6K
|
2.83K
$346K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
721+ 7.85% |
$67.4K - $80.4K
|
9.9K
$1.21M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
720+ 14.86% |
$67.3K - $80.3K
|
5.57K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
717+ 7.55% |
$67.1K - $79.9K
|
10.2K
$1.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
700+ 5.79% |
$65.5K - $78K
|
12.8K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700+ 19.43% |
$65.5K - $78K
|
4.3K
$526K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
693+ 3.75% |
$64.8K - $77.3K
|
19.2K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
693+ 2.71% |
$64.8K - $77.3K
|
26.3K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
689+ 3.65% |
$64.4K - $76.8K
|
19.6K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
684+ 5.96% |
$64K - $76.3K
|
12.2K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
672+ 1680.0% |
$62.9K - $74.9K
|
712
$87K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
652New |
$61K - $72.7K
|
652
$79.6K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
651+ 3.09% |
$60.9K - $72.6K
|
21.8K
$2.66M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
637+ 3.51% |
$59.6K - $71K
|
18.8K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
632+ 1.92% |
$59.1K - $70.5K
|
33.6K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
612+ 0.26% |
$57.2K - $68.2K
|
232K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
609+ 7.92% |
$57K - $67.9K
|
8.3K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
608+ 0.81% |
$56.9K - $67.8K
|
76.1K
$9.3M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
605+ 24.57% |
$56.6K - $67.5K
|
3.07K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
604+ 1.93% |
$56.5K - $67.3K
|
31.9K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
596+ 59.07% |
$55.7K - $66.4K
|
1.61K
$196K
|