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 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-80- 0.15% |
$7.48K - $8.92K
|
53.6K
$6.7M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-83- 0.41% |
$7.76K - $9.25K
|
20.1K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-89- 2.17% |
$8.33K - $9.92K
|
4.02K
$502K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-90- 0.47% |
$8.42K - $10K
|
19.1K
$2.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 1.59% |
$8.42K - $10K
|
5.57K
$697K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-90- 0.5% |
$8.42K - $10K
|
17.8K
$2.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-91- 0.25% |
$8.51K - $10.1K
|
35.6K
$4.46M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-92- 0.97% |
$8.61K - $10.3K
|
9.35K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-92- 4.38% |
$8.61K - $10.3K
|
2.01K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-93- 1.1% |
$8.7K - $10.4K
|
8.36K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-94- 8.26% |
$8.79K - $10.5K
|
1.04K
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-96- 4.61% |
$8.98K - $10.7K
|
1.99K
$248K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-96Closed |
$8.98K - $10.7K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-97- 46.63% |
$9.07K - $10.8K
|
111
$13.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-98- 2.52% |
$9.17K - $10.9K
|
3.79K
$474K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-99- 2.33% |
$9.26K - $11K
|
4.15K
$519K
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.21% |
$9.35K - $11.1K
|
47.8K
$5.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 0.91% |
$9.35K - $11.1K
|
10.8K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 0.3% |
$9.35K - $11.1K
|
33.3K
$4.17M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 17.54% |
$9.35K - $11.1K
|
470
$58.8K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.97% |
$9.35K - $11.1K
|
4.98K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.56% |
$9.35K - $11.1K
|
6.31K
$789K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-101- 30.98% |
$9.45K - $11.3K
|
225
$28.1K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-104- 1.68% |
$9.73K - $11.6K
|
6.08K
$760K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-115- 3.9% |
$10.8K - $12.8K
|
2.84K
$355K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-118- 1.64% |
$11K - $13.2K
|
7.08K
$885K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-119- 2.84% |
$11.1K - $13.3K
|
4.08K
$510K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-120- 0.57% |
$11.2K - $13.4K
|
20.8K
$2.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-120- 2.35% |
$11.2K - $13.4K
|
4.99K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-120- 0.12% |
$11.2K - $13.4K
|
100K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-120- 5.45% |
$11.2K - $13.4K
|
2.08K
$260K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-121- 1.53% |
$11.3K - $13.5K
|
7.81K
$977K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-122- 3.81% |
$11.4K - $13.6K
|
3.08K
$385K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-122- 28.18% |
$11.4K - $13.6K
|
311
$38.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-123- 64.06% |
$11.5K - $13.7K
|
69
$8.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-124- 3.68% |
$11.6K - $13.8K
|
3.25K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-125- 5.79% |
$11.7K - $13.9K
|
2.04K
$254K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-125Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-126- 0.04% |
$11.8K - $14K
|
321K
$40.1M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-129- 3.99% |
$12.1K - $14.4K
|
3.11K
$388K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-129- 3.36% |
$12.1K - $14.4K
|
3.71K
$464K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-129- 0.4% |
$12.1K - $14.4K
|
32K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-130- 0.4% |
$12.2K - $14.5K
|
32.3K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-131- 2.44% |
$12.3K - $14.6K
|
5.25K
$656K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-132- 0.38% |
$12.3K - $14.7K
|
34.8K
$4.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-132- 5.19% |
$12.3K - $14.7K
|
2.41K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-134- 1.16% |
$12.5K - $14.9K
|
11.4K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-134- 2.19% |
$12.5K - $14.9K
|
5.98K
$748K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-135- 4.02% |
$12.6K - $15.1K
|
3.22K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-135- 2.31% |
$12.6K - $15.1K
|
5.71K
$714K
|