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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.83K+ 89.72% |
$452K - $539K
|
10.2K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.8KNew |
$449K - $535K
|
4.8K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.8K+ 186.15% |
$449K - $535K
|
7.37K
$908K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.79KNew |
$448K - $534K
|
4.79K
$589K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4.63K+ 268.13% |
$433K - $516K
|
6.35K
$782K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.61K+ 6.51% |
$431K - $514K
|
75.4K
$9.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.54K+ 22.13% |
$425K - $506K
|
25K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.51KNew |
$422K - $502K
|
4.51K
$555K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.5KNew |
$421K - $502K
|
4.5K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.3KNew |
$402K - $479K
|
4.3K
$529K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$402K - $479K
|
4.3K
$529K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.22K+ 5.48% |
$395K - $471K
|
81.3K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.22K+ 148.99% |
$395K - $471K
|
7.05K
$868K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.19K+ 2.02% |
$392K - $467K
|
212K
$26.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.13K+ 2848.28% |
$386K - $460K
|
4.28K
$526K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.05K+ 25.66% |
$379K - $451K
|
19.8K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$378K - $450K
|
4.04K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
4.04KNew |
$378K - $450K
|
4.04K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.01K+ 27.76% |
$375K - $447K
|
18.5K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Bornite Capital Management LP
|
BUY
|
- |
4KNew |
$374K - $446K
|
4K
$492K
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
3.97K+ 1.76% |
$371K - $443K
|
229K
$28.2M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.95KNew |
$370K - $441K
|
3.95K
$487K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
3.93K+ 9.7% |
$367K - $438K
|
44.4K
$5.47M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.86K+ 96500.0% |
$361K - $430K
|
3.86K
$476K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.83K+ 74.26% |
$358K - $427K
|
8.99K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.83KNew |
$358K - $427K
|
3.83K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.83K+ 6.68% |
$358K - $427K
|
61.2K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.55K+ 16.27% |
$332K - $396K
|
25.4K
$3.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.53K+ 7.77% |
$330K - $393K
|
49K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.45K+ 6.54% |
$323K - $385K
|
56.2K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.38KNew |
$316K - $376K
|
3.38K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.23K+ 84.92% |
$302K - $360K
|
7.03K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.18KNew |
$297K - $354K
|
3.18K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.17KNew |
$296K - $353K
|
3.17K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.16KNew |
$295K - $352K
|
3.16K
$389K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.11KNew |
$291K - $347K
|
3.11K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$291K - $347K
|
3.11K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.11K+ 5.41% |
$291K - $346K
|
60.6K
$7.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.1K+ 411.82% |
$290K - $346K
|
3.85K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.07KNew |
$287K - $342K
|
3.07K
$377K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.05KNew |
$286K - $340K
|
3.05K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.05KNew |
$285K - $340K
|
3.05K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.04K+ 41.67% |
$284K - $339K
|
10.3K
$1.27M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01KNew |
$282K - $336K
|
3.01K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3KNew |
$280K - $334K
|
3K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.97K+ 2.52% |
$278K - $331K
|
121K
$14.9M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.95K+ 7.95% |
$276K - $329K
|
40.1K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
2.93KNew |
$274K - $326K
|
2.93K
$360K
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
2.92KNew |
$273K - $325K
|
2.92K
$359K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86K+ 5.02% |
$268K - $319K
|
59.8K
$7.37M
|