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
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 0.45% |
$45.4K - $53.2K
|
111K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 16.67% |
$45.4K - $53.2K
|
2.5K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-504- 15.47% |
$45.8K - $53.7K
|
2.75K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-505- 18.89% |
$45.9K - $53.8K
|
2.17K
$265K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-519- 10.84% |
$47.1K - $55.3K
|
4.27K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-519- 0.85% |
$47.1K - $55.3K
|
60.7K
$7.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-521- 9.55% |
$47.3K - $55.5K
|
4.94K
$603K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-526- 1.44% |
$47.8K - $56K
|
36.1K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-528- 1.25% |
$47.9K - $56.2K
|
41.6K
$5.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-538- 0.97% |
$48.9K - $57.3K
|
55K
$6.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-542- 6.88% |
$49.2K - $57.7K
|
7.34K
$897K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-544- 2.96% |
$49.4K - $57.9K
|
17.8K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-545- 12.51% |
$49.5K - $58K
|
3.81K
$465K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-549- 1.0% |
$49.9K - $58.4K
|
54.3K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-590- 4.46% |
$53.6K - $62.8K
|
12.6K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-600- 13.94% |
$54.5K - $63.9K
|
3.7K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-623- 8.02% |
$56.6K - $66.3K
|
7.14K
$873K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-625- 10.91% |
$56.8K - $66.5K
|
5.11K
$624K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-628- 6.15% |
$57K - $66.9K
|
9.58K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-630- 22.36% |
$57.2K - $67.1K
|
2.19K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-634- 2.45% |
$57.6K - $67.5K
|
25.2K
$3.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-634- 15.24% |
$57.6K - $67.5K
|
3.53K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-648- 4.93% |
$58.8K - $69K
|
12.5K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-652- 11.03% |
$59.2K - $69.4K
|
5.26K
$643K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-654- 24.11% |
$59.4K - $69.6K
|
2.06K
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-655- 3.79% |
$59.5K - $69.7K
|
16.6K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-657- 7.92% |
$59.7K - $69.9K
|
7.64K
$933K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-669- 21.47% |
$60.8K - $71.2K
|
2.45K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-669- 1.0% |
$60.8K - $71.2K
|
66K
$8.07M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-671- 6.09% |
$60.9K - $71.4K
|
10.3K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-676- 13.03% |
$61.4K - $72K
|
4.51K
$551K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-677- 3.26% |
$61.5K - $72.1K
|
20.1K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-691- 32.05% |
$62.7K - $73.6K
|
1.47K
$179K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-700- 22.83% |
$63.6K - $74.5K
|
2.37K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-721- 7.86% |
$65.5K - $76.8K
|
8.46K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-734- 8.09% |
$66.7K - $78.1K
|
8.34K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-740- 2.32% |
$67.2K - $78.8K
|
31.2K
$3.81M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-742- 3.41% |
$67.4K - $79K
|
21K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-744- 7.59% |
$67.6K - $79.2K
|
9.06K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-745- 2.64% |
$67.7K - $79.3K
|
27.5K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-766- 2.83% |
$69.6K - $81.5K
|
26.3K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-785- 19.77% |
$71.3K - $83.6K
|
3.19K
$389K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-786- 40.49% |
$71.4K - $83.7K
|
1.16K
$141K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-790- 48.2% |
$71.7K - $84.1K
|
849
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-829- 22.13% |
$75.3K - $88.3K
|
2.92K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-846- 4.06% |
$76.8K - $90.1K
|
20K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-868- 39.67% |
$78.8K - $92.4K
|
1.32K
$161K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-877- 23.41% |
$79.6K - $93.4K
|
2.87K
$350K
|
|
|
Jul 20, 2023
Q2 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-880- 0.67% |
$79.9K - $93.7K
|
130K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-891- 11.93% |
$80.9K - $94.9K
|
6.58K
$804K
|