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 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
680+ 16.92% |
$61.8K - $72.4K
|
4.7K
$580K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
669+ 18.02% |
$60.8K - $71.2K
|
4.38K
$540K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
669+ 18.02% |
$60.8K - $71.2K
|
4.38K
$540K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
659+ 2.53% |
$59.8K - $70.2K
|
26.7K
$3.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
656+ 12.77% |
$59.6K - $69.8K
|
5.79K
$714K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
651+ 1.8% |
$59.1K - $69.3K
|
36.9K
$4.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
643+ 18.64% |
$58.4K - $68.5K
|
4.09K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
632+ 10.56% |
$57.4K - $67.3K
|
6.62K
$816K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
625+ 27.45% |
$56.8K - $66.5K
|
2.9K
$358K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
621+ 18.01% |
$56.4K - $66.1K
|
4.07K
$502K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
620+ 1265.31% |
$56.3K - $66K
|
669
$82.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
609+ 10.17% |
$55.3K - $64.8K
|
6.6K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
605New |
$54.9K - $64.4K
|
605
$74.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
578+ 1.14% |
$52.5K - $61.5K
|
51.1K
$6.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
575+ 7.33% |
$52.2K - $61.2K
|
8.42K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
573+ 19.63% |
$52K - $61K
|
3.49K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
562+ 5.14% |
$51K - $59.8K
|
11.5K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
558+ 11.61% |
$50.7K - $59.4K
|
5.36K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
550+ 3.36% |
$49.9K - $58.6K
|
16.9K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
545+ 0.85% |
$49.5K - $58K
|
64.3K
$7.93M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
539+ 34.24% |
$48.9K - $57.4K
|
2.11K
$261K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
529+ 89.66% |
$48K - $56.3K
|
1.12K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
509+ 2.95% |
$46.2K - $54.2K
|
17.8K
$2.19M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
509+ 16.54% |
$46.2K - $54.2K
|
3.59K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
505+ 24.27% |
$45.9K - $53.8K
|
2.59K
$319K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
505+ 7.67% |
$45.9K - $53.8K
|
7.09K
$874K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
504+ 1.93% |
$45.8K - $53.7K
|
26.6K
$3.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
500+ 15.11% |
$45.4K - $53.2K
|
3.81K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
495+ 48.96% |
$45K - $52.7K
|
1.51K
$186K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
482+ 6.5% |
$43.8K - $51.3K
|
7.89K
$973K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
476+ 2.14% |
$43.2K - $50.7K
|
22.7K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
475+ 16.24% |
$43.1K - $50.6K
|
3.4K
$419K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
470+ 2.79% |
$42.7K - $50K
|
17.3K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
468+ 60.62% |
$42.5K - $49.8K
|
1.24K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
461+ 2.88% |
$41.9K - $49.1K
|
16.4K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
459+ 8.12% |
$41.7K - $48.9K
|
6.11K
$754K
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
447+ 0.19% |
$40.6K - $47.6K
|
230K
$28.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
435+ 6.63% |
$39.5K - $46.3K
|
7K
$863K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
433+ 4.24% |
$39.3K - $46.1K
|
10.6K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
428+ 1.96% |
$38.9K - $45.6K
|
22.3K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
425+ 1.13% |
$38.6K - $45.2K
|
37.9K
$4.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
411+ 65.87% |
$37.3K - $43.8K
|
1.04K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
410+ 37.58% |
$37.2K - $43.6K
|
1.5K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
408+ 4.19% |
$37.1K - $43.4K
|
10.1K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
395+ 1.24% |
$35.9K - $42.1K
|
32.3K
$3.98M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
394New |
$35.8K - $41.9K
|
394
$48.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
393+ 2.13% |
$35.7K - $41.8K
|
18.8K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
390+ 15.52% |
$35.4K - $41.5K
|
2.9K
$358K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
389+ 17.0% |
$35.3K - $41.4K
|
2.68K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
385+ 16.16% |
$35K - $41K
|
2.77K
$341K
|