Purchases and Sales Made in Q1 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
14+ 2.54% |
$1.31K - $1.56K
|
566
$70.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 1.91% |
$1.22K - $1.45K
|
695
$86.9K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$1.22K - $1.45K
|
13
$1.63K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 6.0% |
$1.12K - $1.34K
|
212
$26.5K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12+ 0.44% |
$1.12K - $1.34K
|
2.77K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 0.28% |
$1.12K - $1.34K
|
4.35K
$543K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 6.0% |
$1.12K - $1.34K
|
212
$26.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 0.48% |
$1.03K - $1.23K
|
2.29K
$286K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10+ 37.04% |
$935 - $1.11K
|
37
$4.63K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.56% |
$935 - $1.11K
|
1.79K
$223K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10+ 0.38% |
$935 - $1.11K
|
2.65K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
10+ 0.22% |
$935 - $1.11K
|
4.55K
$569K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.4% |
$842 - $1K
|
2.27K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9+ 0.2% |
$842 - $1K
|
4.42K
$553K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 3.7% |
$748 - $892
|
224
$28K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.36% |
$748 - $892
|
2.21K
$276K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 3.57% |
$655 - $780
|
203
$25.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 1.0% |
$655 - $780
|
708
$88.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 2.81% |
$655 - $780
|
256
$32K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.28% |
$655 - $780
|
555
$69.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$655 - $780
|
7
$875
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7+ 0.33% |
$655 - $780
|
2.13K
$266K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.03% |
$561 - $669
|
18.8K
$2.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 5.88% |
$561 - $669
|
108
$13.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.97% |
$561 - $669
|
624
$78K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 600.0% |
$561 - $669
|
7
$875
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 2.41% |
$561 - $669
|
255
$31.9K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.89% |
$561 - $669
|
677
$84.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.37% |
$468 - $557
|
1.34K
$168K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.37% |
$468 - $557
|
1.36K
$170K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.07% |
$468 - $557
|
7.63K
$954K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.35% |
$468 - $557
|
1.42K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.09% |
$468 - $557
|
464
$58K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$374 - $446
|
3.26K
$408K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.02% |
$281 - $334
|
18.7K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.14% |
$281 - $334
|
2.16K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.05% |
$187 - $223
|
3.97K
$497K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$187 - $223
|
4.09K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.57% |
$187 - $223
|
354
$44.3K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$187 - $223
|
9.21K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.65% |
$187 - $223
|
310
$38.8K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2New |
$187 - $223
|
2
$250
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 0.2% |
$187 - $223
|
1.01K
$126K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$93.5 - $111
|
2.76K
$345K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.24% |
$93.5 - $111
|
413
$51.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.62% |
$93.5 - $111
|
162
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.67% |
$93.5 - $111
|
151
$18.9K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.02% |
$93.5 - $111
|
4.56K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.02% |
$93.5 - $111
|
6.15K
$769K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$93.5 - $111
|
3.96K
$496K
|