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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.38K+ 40.21% |
$488K - $572K
|
18.7K
$2.29M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.38K+ 40.21% |
$488K - $572K
|
18.7K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.32K+ 73.12% |
$483K - $567K
|
12.6K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.14K+ 20.79% |
$466K - $547K
|
29.8K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.12KNew |
$465K - $545K
|
5.12K
$625K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.09K+ 6.27% |
$462K - $542K
|
86.3K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.09K+ 49.12% |
$462K - $542K
|
15.5K
$1.89M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.04K+ 28.21% |
$458K - $536K
|
22.9K
$2.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.96K+ 4.58% |
$450K - $528K
|
113K
$13.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.88K+ 5.77% |
$443K - $519K
|
89.5K
$10.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.73KNew |
$429K - $503K
|
4.73K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
4.7K+ 41.59% |
$427K - $500K
|
16K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.66K+ 36.9% |
$423K - $496K
|
17.3K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.58K+ 2.64% |
$416K - $488K
|
178K
$21.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.41KNew |
$400K - $469K
|
4.41K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.39KNew |
$399K - $467K
|
4.39K
$536K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.36K+ 16.27% |
$396K - $464K
|
31.2K
$3.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.28K+ 14.07% |
$388K - $455K
|
34.7K
$4.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.27K+ 7.53% |
$388K - $455K
|
61K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.24K+ 139.03% |
$385K - $451K
|
7.28K
$889K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.2K+ 4.4% |
$381K - $447K
|
99.7K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.06K+ 35.12% |
$368K - $432K
|
15.6K
$1.91M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.03K+ 377.77% |
$366K - $429K
|
5.09K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
4.01KNew |
$364K - $427K
|
4.01K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.01K+ 4.56% |
$364K - $426K
|
91.9K
$11.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4KNew |
$364K - $426K
|
4K
$489K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4K+ 43.47% |
$363K - $426K
|
13.2K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.88K+ 3.53% |
$352K - $413K
|
114K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.86K+ 4.65% |
$350K - $410K
|
86.7K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.85K+ 28.02% |
$350K - $410K
|
17.6K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
3.8K+ 6.24% |
$345K - $404K
|
64.7K
$7.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.79KNew |
$344K - $403K
|
3.79K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.69K+ 13.47% |
$335K - $393K
|
31.1K
$3.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.67K+ 18.77% |
$334K - $391K
|
23.3K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.64K+ 30.59% |
$330K - $387K
|
15.5K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
3.63KNew |
$329K - $386K
|
3.63K
$443K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.57K+ 18.02% |
$324K - $380K
|
23.3K
$2.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.54KNew |
$321K - $377K
|
3.54K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54K+ 6.46% |
$321K - $377K
|
58.3K
$7.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.53K+ 6.0% |
$320K - $375K
|
62.3K
$7.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.48KNew |
$316K - $370K
|
3.48K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.4KNew |
$309K - $362K
|
3.4K
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.38K+ 652.9% |
$307K - $360K
|
3.9K
$476K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.31KNew |
$301K - $352K
|
3.31K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 36.35% |
$297K - $348K
|
12.3K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.26K+ 39.17% |
$296K - $347K
|
11.6K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.25K+ 38.49% |
$295K - $346K
|
11.7K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.25K+ 8.05% |
$295K - $346K
|
43.6K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.22K+ 88.63% |
$292K - $343K
|
6.85K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.19K+ 292.58% |
$290K - $340K
|
4.28K
$523K
|