Purchases and Sales Made in Q1 2023 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 15, 2023 Q1 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.84K
+ 20.67%
$266K - $317K
16.6K $2.04M
May 03, 2023 Q1 2023
Gyroscope Capital Management Group, LLC

BUY
 -
2.81K
+ 3.21%
$263K - $313K
90.2K $11.1M
Apr 13, 2023 Q1 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
2.78K
New
$260K - $310K
2.78K $342K
May 11, 2023 Q1 2023
Profund Advisors LLC

BUY
 -
2.74K
+ 9.18%
$257K - $306K
32.6K $4.01M
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.67K
New
$250K - $298K
2.67K $329K
Apr 27, 2023 Q1 2023
Oak Thistle LLC

BUY
 -
2.66K
New
$249K - $296K
2.66K $327K
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
2.64K
New
$247K - $294K
2.64K $325K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.63K
+ 8.16%
$246K - $293K
34.9K $4.3M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.5K
+ 1.94%
$234K - $278K
131K $16.1M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
2.49K
+ 37.6%
$233K - $278K
9.12K $1.12M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
2.43K
+ 11.2%
$228K - $271K
24.2K $2.97M
May 04, 2023 Q1 2023
Precision Wealth Strategies, LLC

BUY
 -
2.43K
New
$227K - $271K
2.43K $299K
May 11, 2023 Q1 2023
Ifm Investors Pty LTD

BUY
 -
2.42K
+ 2.94%
$226K - $270K
84.6K $10.4M
May 04, 2023 Q1 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
2.41K
+ 3.0%
$226K - $269K
82.9K $10.2M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.39K
+ 84.18%
$224K - $266K
5.23K $644K
May 03, 2023 Q1 2023
Cookson Peirce & CO Inc

BUY
 -
2.36K
+ 52.86%
$220K - $263K
6.82K $839K
Apr 19, 2023 Q1 2023
Close Asset Management LTD

BUY
 -
2.36K
New
$220K - $263K
2.36K $290K
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
2.3K
New
$215K - $256K
2.3K $283K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
2.29K
+ 14.62%
$214K - $255K
18K $2.21M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.27K
+ 32.32%
$212K - $253K
9.3K $1.14M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
2.25K
+ 56.95%
$211K - $251K
6.21K $764K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.24K
New
$210K - $250K
2.24K $276K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.22K
+ 86.13%
$208K - $248K
4.81K $592K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
2.22K
+ 9.26%
$208K - $248K
26.2K $3.22M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.2K
New
$206K - $245K
2.2K $271K
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
2.18K
+ 6.4%
$204K - $243K
36.2K $4.46M
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
2.17K
+ 9.4%
$203K - $241K
25.2K $3.1M
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.16K
+ 5.4%
$202K - $241K
42.2K $5.19M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
2.15K
+ 85.51%
$201K - $239K
4.66K $574K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
2.14K
+ 6.57%
$200K - $238K
34.7K $4.27M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
2.12K
New
$198K - $237K
2.12K $261K
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
2.12K
+ 19.56%
$198K - $237K
13K $1.6M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
2.11K
+ 0.0%
$197K - $235K
42.3M $5.21B
May 15, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
2.11K
New
$197K - $235K
2.11K $259K
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
2.11K
New
$197K - $235K
2.11K $259K
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
2.1K
+ 215.13%
$197K - $235K
3.08K $379K
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
2.1K
+ 21.9%
$197K - $234K
11.7K $1.44M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.1K
+ 51.81%
$196K - $234K
6.15K $757K
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
2.07K
New
$194K - $231K
2.07K $255K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
2.06K
+ 0.78%
$193K - $230K
266K $32.7M
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
2.06K
New
$193K - $230K
2.06K $253K
May 05, 2023 Q1 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
2.03K
New
$190K - $227K
2.03K $250K
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
2.01K
+ 3.38%
$188K - $224K
61.5K $7.57M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
2K
New
$187K - $223K
2K $246K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
2K
+ 53.58%
$187K - $223K
5.73K $706K
May 12, 2023 Q1 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
2K
+ 8.05%
$187K - $223K
26.8K $3.3M
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
1.99K
New
$186K - $222K
1.99K $245K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.99K
New
$186K - $222K
1.99K $245K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.95K
+ 18.31%
$183K - $218K
12.6K $1.55M

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