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 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.13KNew |
$193K - $227K
|
2.13K
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.12K+ 10.71% |
$193K - $226K
|
22K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.12K+ 5.03% |
$193K - $226K
|
44.3K
$5.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$192K - $225K
|
2.12K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.11KNew |
$192K - $225K
|
2.11K
$261K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.09K+ 47.43% |
$190K - $222K
|
6.49K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.01K+ 27.26% |
$183K - $214K
|
9.38K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.97K+ 10.97% |
$179K - $210K
|
19.9K
$2.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.97K+ 7.85% |
$179K - $209K
|
27K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.95K+ 30.92% |
$177K - $208K
|
8.26K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.92K+ 2.84% |
$174K - $204K
|
69.5K
$8.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.91K+ 7.57% |
$173K - $203K
|
27.1K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$173K - $203K
|
1.9K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.89K+ 3.9% |
$171K - $201K
|
50.2K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.86K+ 7.05% |
$168K - $197K
|
28.2K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.85K+ 18.71% |
$168K - $197K
|
11.8K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 16.39% |
$165K - $193K
|
12.9K
$1.59M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.8K+ 1200.67% |
$164K - $192K
|
1.95K
$241K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.8K+ 6.13% |
$163K - $192K
|
31.2K
$3.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.77KNew |
$160K - $188K
|
1.77K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.76K+ 4.15% |
$159K - $187K
|
44K
$5.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.74K+ 14.25% |
$158K - $185K
|
13.9K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.7K+ 11.6% |
$154K - $181K
|
16.4K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.69K+ 16.84% |
$153K - $179K
|
11.7K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.68K+ 24.68% |
$153K - $179K
|
8.5K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.67KNew |
$151K - $177K
|
1.67K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.65K+ 27.08% |
$150K - $176K
|
7.74K
$954K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.63KNew |
$148K - $173K
|
1.63K
$201K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 6.63% |
$145K - $170K
|
25.6K
$3.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.58K+ 8.42% |
$144K - $168K
|
20.4K
$2.51M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.52K+ 7.45% |
$138K - $162K
|
21.9K
$2.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.49K+ 9.11% |
$136K - $159K
|
17.9K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.49K+ 45.23% |
$135K - $159K
|
4.79K
$591K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.48K+ 12.55% |
$134K - $157K
|
13.3K
$1.63M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.46K+ 10.5% |
$133K - $156K
|
15.4K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.46K+ 8.02% |
$132K - $155K
|
19.6K
$2.42M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$131K - $153K
|
58.4K
$7.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.42K+ 23.15% |
$129K - $152K
|
7.57K
$934K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.41K+ 5.38% |
$128K - $150K
|
27.6K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.4K+ 268.91% |
$127K - $149K
|
1.92K
$237K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 388.29% |
$123K - $145K
|
1.71K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.36K+ 35.56% |
$123K - $144K
|
5.17K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 6.08% |
$122K - $143K
|
23.4K
$2.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 23.75% |
$121K - $142K
|
6.96K
$858K
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.33K+ 1.33% |
$121K - $142K
|
102K
$12.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.33K+ 2.73% |
$120K - $141K
|
49.9K
$6.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
1.31K+ 42.41% |
$119K - $139K
|
4.39K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.28K+ 3.39% |
$116K - $136K
|
39K
$4.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.25KNew |
$113K - $133K
|
1.25K
$154K
|