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 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.84K- 40.3% |
$258K - $303K
|
4.21K
$514K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.85K- 8.56% |
$259K - $304K
|
30.5K
$3.72M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.87K- 12.11% |
$260K - $305K
|
20.8K
$2.54M
|
|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.87K- 12.11% |
$260K - $305K
|
20.8K
$2.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.9K- 55.59% |
$263K - $309K
|
2.32K
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.91K- 5.17% |
$264K - $309K
|
53.3K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.91K- 3.43% |
$264K - $310K
|
81.8K
$10M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.91K- 28.03% |
$264K - $310K
|
7.48K
$913K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.93K- 28.68% |
$266K - $312K
|
7.29K
$890K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 47.65% |
$273K - $320K
|
3.3K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.02K- 10.46% |
$274K - $321K
|
25.8K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.02K- 5.54% |
$275K - $322K
|
51.6K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.09K- 6.58% |
$280K - $329K
|
43.8K
$5.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.1K- 22.53% |
$282K - $330K
|
10.7K
$1.3M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.15K- 8.45% |
$286K - $336K
|
34.2K
$4.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.17K- 6.41% |
$288K - $337K
|
46.2K
$5.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.22K- 10.66% |
$292K - $343K
|
27K
$3.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 0.59% |
$294K - $345K
|
550K
$67.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.29K- 11.54% |
$299K - $350K
|
25.2K
$3.08M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.34K- 85.67% |
$303K - $356K
|
559
$68.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-3.39K- 4.05% |
$308K - $361K
|
80.5K
$9.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.49K- 32.91% |
$317K - $371K
|
7.11K
$869K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.51K- 1.37% |
$319K - $374K
|
253K
$30.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-3.58K- 10.97% |
$325K - $381K
|
29K
$3.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.58K- 33.61% |
$325K - $381K
|
7.08K
$864K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.76K- 3.12% |
$341K - $400K
|
117K
$14.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.8K- 14.45% |
$345K - $404K
|
22.5K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.89K- 1.12% |
$353K - $414K
|
344K
$42M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.9K- 4.7% |
$354K - $415K
|
79.1K
$9.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3.9K- 9.68% |
$354K - $415K
|
36.4K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-3.92K- 26.15% |
$356K - $418K
|
11.1K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 38.0% |
$386K - $452K
|
6.93K
$847K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.42K- 8.5% |
$402K - $471K
|
47.6K
$5.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.46K- 61.51% |
$405K - $475K
|
2.79K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 57.81% |
$405K - $475K
|
3.26K
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.46K- 0.75% |
$405K - $475K
|
591K
$72.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.47K- 16.68% |
$406K - $476K
|
22.3K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.48K- 7.26% |
$407K - $477K
|
57.2K
$6.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.63K- 33.55% |
$420K - $493K
|
9.17K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.73K- 24.81% |
$429K - $503K
|
14.3K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.73K- 37.16% |
$430K - $504K
|
8K
$977K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.76K- 1.79% |
$432K - $507K
|
261K
$31.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.78K- 15.31% |
$434K - $508K
|
26.4K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.79K- 11.88% |
$435K - $510K
|
35.6K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.86K- 19.71% |
$441K - $517K
|
19.8K
$2.42M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.89K- 2.93% |
$444K - $520K
|
162K
$19.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.91K- 2.55% |
$445K - $522K
|
187K
$22.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 13.84% |
$453K - $532K
|
31.1K
$3.8M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.15K- 22.04% |
$468K - $549K
|
18.2K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.19K- 20.05% |
$472K - $553K
|
20.7K
$2.53M
|