Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-177- 2.78% |
$16.1K - $18.8K
|
6.19K
$756K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-179- 0.4% |
$16.3K - $19.1K
|
44.7K
$5.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-180- 3.53% |
$16.3K - $19.2K
|
4.93K
$602K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-184- 5.48% |
$16.7K - $19.6K
|
3.17K
$387K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-191- 63.04% |
$17.3K - $20.3K
|
112
$13.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-192- 31.58% |
$17.4K - $20.4K
|
416
$50.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-197- 8.23% |
$17.9K - $21K
|
2.2K
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 53.19% |
$18.2K - $21.3K
|
176
$21.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200- 1.84% |
$18.2K - $21.3K
|
10.6K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 0.33% |
$18.2K - $21.3K
|
61K
$7.46M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-200- 8.35% |
$18.2K - $21.3K
|
2.2K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-201- 1.03% |
$18.3K - $21.4K
|
19.4K
$2.37M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-202- 6.74% |
$18.3K - $21.5K
|
2.8K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-204- 35.54% |
$18.5K - $21.7K
|
370
$45.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-205- 2.35% |
$18.6K - $21.8K
|
8.5K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-212- 2.28% |
$19.3K - $22.6K
|
9.09K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-212- 5.0% |
$19.3K - $22.6K
|
4.03K
$492K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-216- 1.28% |
$19.6K - $23K
|
16.7K
$2.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-216- 1.11% |
$19.6K - $23K
|
19.2K
$2.35M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-216- 2.47% |
$19.6K - $23K
|
8.51K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-217- 0.92% |
$19.7K - $23.1K
|
23.5K
$2.86M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$21.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-219- 3.12% |
$19.9K - $23.3K
|
6.81K
$832K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-221- 4.75% |
$20.1K - $23.5K
|
4.43K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-223- 1.55% |
$20.3K - $23.7K
|
14.2K
$1.73M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-227- 1.91% |
$20.6K - $24.2K
|
11.7K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-230- 1.23% |
$20.9K - $24.5K
|
18.5K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-233- 4.31% |
$21.2K - $24.8K
|
5.17K
$631K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-235- 10.16% |
$21.3K - $25K
|
2.08K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-240- 10.95% |
$21.8K - $25.6K
|
1.95K
$238K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-245- 57.78% |
$22.2K - $26.1K
|
179
$21.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 1.39% |
$22.7K - $26.6K
|
17.7K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-250- 0.24% |
$22.7K - $26.6K
|
104K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-251- 1.44% |
$22.8K - $26.7K
|
17.2K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-253- 10.42% |
$23K - $26.9K
|
2.17K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-259- 3.06% |
$23.5K - $27.6K
|
8.21K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-265- 9.15% |
$24.1K - $28.2K
|
2.63K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-267- 2.87% |
$24.2K - $28.4K
|
9.03K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-268- 6.23% |
$24.3K - $28.5K
|
4.04K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-272- 7.3% |
$24.7K - $29K
|
3.45K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-275- 1.85% |
$25K - $29.3K
|
14.6K
$1.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-277- 4.96% |
$25.2K - $29.5K
|
5.31K
$648K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-279- 8.35% |
$25.3K - $29.7K
|
3.06K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-280- 11.2% |
$25.4K - $29.8K
|
2.22K
$271K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-284- 7.68% |
$25.8K - $30.2K
|
3.41K
$417K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 4.61% |
$26K - $30.4K
|
5.92K
$724K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-289- 2.97% |
$26.2K - $30.8K
|
9.43K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-292- 2.84% |
$26.5K - $31.1K
|
10K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-293- 0.66% |
$26.6K - $31.2K
|
44.1K
$5.39M
|