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
|
New Square Capital LLC
|
BUY
|
- |
3.19K+ 7.18% |
$290K - $340K
|
47.6K
$5.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.18K+ 304.89% |
$289K - $339K
|
4.23K
$516K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.16K+ 82.1% |
$287K - $337K
|
7.02K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.14KNew |
$285K - $334K
|
3.14K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$283K - $332K
|
3.12K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.1KNew |
$282K - $330K
|
3.1K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.08K+ 123.88% |
$279K - $327K
|
5.56K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$277K - $325K
|
3.05K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.02K+ 5.99% |
$274K - $321K
|
53.4K
$6.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3K+ 48.9% |
$272K - $319K
|
9.14K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$272K - $319K
|
3K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.99K+ 23.73% |
$271K - $318K
|
15.6K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.95K+ 11350.0% |
$268K - $314K
|
2.98K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.95KNew |
$268K - $314K
|
2.95K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 103.63% |
$267K - $313K
|
5.78K
$705K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.93K+ 2.73% |
$266K - $312K
|
110K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.9KNew |
$263K - $309K
|
2.9K
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.9K+ 6.39% |
$263K - $309K
|
48.3K
$5.9M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.87K+ 8.51% |
$261K - $306K
|
36.6K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.86KNew |
$260K - $305K
|
2.86K
$350K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.79K+ 2.35% |
$253K - $297K
|
122K
$14.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.78K+ 2.77% |
$253K - $296K
|
103K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.76KNew |
$251K - $294K
|
2.76K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.74K+ 179.58% |
$248K - $291K
|
4.26K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.71K+ 5.59% |
$246K - $288K
|
51.2K
$6.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.7K+ 2.09% |
$245K - $288K
|
132K
$16.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.66KNew |
$242K - $284K
|
2.66K
$325K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.61K+ 0.59% |
$237K - $278K
|
446K
$54.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.6KNew |
$236K - $277K
|
2.6K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.54KNew |
$231K - $271K
|
2.54K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.53KNew |
$229K - $269K
|
2.53K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.51KNew |
$228K - $267K
|
2.51K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.38K+ 26.8% |
$216K - $254K
|
11.3K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.37K+ 4.78% |
$215K - $253K
|
52K
$6.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.35KNew |
$213K - $250K
|
2.35K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.34KNew |
$212K - $249K
|
2.34K
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$212K - $248K
|
2.33K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.31K+ 0.47% |
$210K - $246K
|
498K
$60.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.3KNew |
$209K - $245K
|
2.3K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.27K+ 11.59% |
$206K - $241K
|
21.8K
$2.66M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25KNew |
$204K - $240K
|
2.25K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.25K+ 5.04% |
$204K - $240K
|
46.9K
$5.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.22K+ 30.26% |
$201K - $236K
|
9.54K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
2.21K+ 36.99% |
$201K - $236K
|
8.2K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$201K - $235K
|
2.21K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.2KNew |
$200K - $234K
|
2.2K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.19KNew |
$199K - $234K
|
2.19K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.17KNew |
$197K - $231K
|
2.17K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 13.9% |
$196K - $230K
|
17.7K
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.9% |
$196K - $230K
|
23.9K
$2.92M
|