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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.09% |
$187 - $223
|
2.33K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$187 - $223
|
5.88K
$735K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.18% |
$187 - $223
|
168
$21K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-3- 0.08% |
$281 - $334
|
3.54K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 2.88% |
$281 - $334
|
101
$12.6K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$281 - $334
|
30
$3.75K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.2% |
$374 - $446
|
2.03K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4- 0.03% |
$374 - $446
|
12.2K
$1.52M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.2% |
$374 - $446
|
2.04K
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.18% |
$468 - $557
|
2.81K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.71% |
$468 - $557
|
702
$87.8K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5- 0.16% |
$468 - $557
|
3.06K
$383K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-6- 0.2% |
$561 - $669
|
2.96K
$369K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 0.19% |
$561 - $669
|
3.09K
$386K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 0.98% |
$655 - $780
|
709
$88.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.1% |
$748 - $892
|
717
$89.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-8- 0.19% |
$748 - $892
|
4.28K
$535K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 1.42% |
$748 - $892
|
556
$69.5K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.57% |
$935 - $1.11K
|
1.76K
$220K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 3.18% |
$935 - $1.11K
|
304
$38K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-10- 0.31% |
$935 - $1.11K
|
3.18K
$398K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.05% |
$935 - $1.11K
|
21.2K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-10- 0.02% |
$935 - $1.11K
|
61.2K
$7.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.13% |
$1.12K - $1.34K
|
9.33K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-13- 2.12% |
$1.22K - $1.45K
|
600
$75K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13- 61.9% |
$1.22K - $1.45K
|
8
$1K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.25K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-13- 0.51% |
$1.22K - $1.45K
|
2.55K
$318K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-14- 2.47% |
$1.31K - $1.56K
|
552
$69K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 12.93% |
$1.4K - $1.67K
|
101
$12.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-16- 0.08% |
$1.5K - $1.78K
|
20.6K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-16- 0.38% |
$1.5K - $1.78K
|
4.24K
$530K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.31% |
$1.68K - $2.01K
|
5.71K
$714K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18Closed |
$1.68K - $2.01K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-19- 0.23% |
$1.78K - $2.12K
|
8.23K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 0.18% |
$1.87K - $2.23K
|
10.8K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-20- 0.45% |
$1.87K - $2.23K
|
4.4K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20- 3.6% |
$1.87K - $2.23K
|
535
$66.9K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 16.67% |
$1.87K - $2.23K
|
100
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20- 0.83% |
$1.87K - $2.23K
|
2.39K
$299K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 3.47% |
$1.87K - $2.23K
|
556
$69.5K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24- 0.31% |
$2.24K - $2.68K
|
7.66K
$958K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-25- 12.5% |
$2.34K - $2.79K
|
175
$21.9K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-25- 0.83% |
$2.34K - $2.79K
|
2.99K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.22% |
$2.34K - $2.79K
|
11.2K
$1.39M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25- 2.32% |
$2.34K - $2.79K
|
1.05K
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-26- 4.78% |
$2.43K - $2.9K
|
518
$64.8K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.46% |
$2.53K - $3.01K
|
5.79K
$724K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-28- 0.21% |
$2.62K - $3.12K
|
13.1K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-28- 19.18% |
$2.62K - $3.12K
|
118
$14.8K
|