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 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-910- 0.94% |
$82.6K - $96.9K
|
96.2K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-911- 10.01% |
$82.7K - $97K
|
8.19K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-926- 2.1% |
$84.1K - $98.6K
|
43.2K
$5.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-942- 4.23% |
$85.5K - $100K
|
21.3K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-944- 23.94% |
$85.7K - $100K
|
3K
$366K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-955- 3.76% |
$86.7K - $102K
|
24.4K
$2.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-962- 1.21% |
$87.4K - $102K
|
78.3K
$9.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-967- 9.36% |
$87.8K - $103K
|
9.36K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 11.42% |
$88.4K - $104K
|
7.55K
$922K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-988- 1.14% |
$89.7K - $105K
|
85.6K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 2.55% |
$90.8K - $106K
|
38.2K
$4.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-1K- 9.09% |
$90.8K - $106K
|
10K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1K- 11.56% |
$90.8K - $106K
|
7.65K
$935K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.02K- 1.38% |
$92.9K - $109K
|
73.2K
$8.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 15.71% |
$94.1K - $110K
|
5.56K
$679K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.04K- 1.85% |
$94.8K - $111K
|
55.3K
$6.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.06K- 14.73% |
$96.5K - $113K
|
6.15K
$752K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.07K- 6.44% |
$97.5K - $114K
|
15.6K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.08K- 2.98% |
$97.9K - $115K
|
35.1K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.09K- 23.41% |
$99K - $116K
|
3.57K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.12K- 20.42% |
$102K - $120K
|
4.38K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.13K- 2.93% |
$103K - $120K
|
37.4K
$4.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.13K- 23.45% |
$103K - $121K
|
3.7K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.15K- 10.06% |
$105K - $123K
|
10.3K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 35.73% |
$107K - $125K
|
2.12K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.2K- 2.52% |
$109K - $128K
|
46.5K
$5.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.21K- 5.35% |
$110K - $129K
|
21.5K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.23K- 5.78% |
$112K - $131K
|
20.1K
$2.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.23K- 27.89% |
$112K - $131K
|
3.19K
$390K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.25K- 20.16% |
$114K - $133K
|
4.95K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.34K- 70.08% |
$121K - $142K
|
570
$69.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.35K- 0.42% |
$122K - $144K
|
317K
$38.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.36K- 15.8% |
$124K - $145K
|
7.27K
$888K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.38K- 28.35% |
$125K - $146K
|
3.48K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 79.73% |
$125K - $147K
|
350
$42.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.38K- 1.16% |
$126K - $147K
|
118K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.39K- 5.28% |
$126K - $148K
|
25K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-1.4K- 34.78% |
$127K - $149K
|
2.63K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.41K- 5.82% |
$128K - $150K
|
22.7K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.41K- 14.96% |
$128K - $150K
|
7.99K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.41K- 4.66% |
$128K - $150K
|
28.9K
$3.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.42K- 23.8% |
$129K - $151K
|
4.55K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.42K- 2.41% |
$129K - $151K
|
57.5K
$7.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.43K- 3.48% |
$130K - $152K
|
39.6K
$4.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.45K- 39.18% |
$131K - $154K
|
2.25K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 4.2% |
$132K - $154K
|
33.1K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 73.49% |
$136K - $160K
|
541
$66.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.52K- 0.83% |
$138K - $161K
|
181K
$22.1M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.52K- 18.68% |
$138K - $161K
|
6.6K
$806K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.52K- 29.23% |
$138K - $162K
|
3.69K
$451K
|