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 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.94K+ 33.79% |
$182K - $217K
|
7.69K
$946K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 36.26% |
$181K - $216K
|
7.28K
$896K
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.93K+ 6.38% |
$180K - $215K
|
32.2K
$3.96M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
1.92K+ 290.03% |
$180K - $214K
|
2.58K
$318K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.91K+ 9.56% |
$179K - $213K
|
21.9K
$2.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.88K+ 4.78% |
$175K - $209K
|
41.1K
$5.06M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 4.47% |
$175K - $209K
|
43.8K
$5.39M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 100.92% |
$174K - $208K
|
3.71K
$457K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.85K+ 44.32% |
$173K - $206K
|
6.01K
$740K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.83K+ 63.23% |
$171K - $204K
|
4.71K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 29.58% |
$171K - $204K
|
8K
$985K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.78K+ 884.58% |
$166K - $198K
|
1.98K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 3.65% |
$166K - $197K
|
50.4K
$6.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.76K+ 13.93% |
$164K - $196K
|
14.4K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.73K+ 8.84% |
$161K - $192K
|
21.2K
$2.61M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.71K+ 33.26% |
$160K - $191K
|
6.86K
$844K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 0.83% |
$159K - $189K
|
208K
$25.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.69K+ 7.79% |
$158K - $188K
|
23.4K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.68K+ 11.73% |
$157K - $187K
|
16K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.64K+ 28.41% |
$153K - $183K
|
7.41K
$912K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.62K+ 8.65% |
$152K - $181K
|
20.4K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.61K+ 11.31% |
$150K - $179K
|
15.8K
$1.95M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.59K+ 6.06% |
$149K - $177K
|
27.8K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.54K+ 1.63% |
$144K - $171K
|
95.5K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.52K+ 16.79% |
$143K - $170K
|
10.6K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
1.52K+ 6.28% |
$142K - $169K
|
25.6K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.51K+ 376.25% |
$141K - $168K
|
1.91K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 5.94% |
$141K - $168K
|
26.8K
$3.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.47K+ 2.29% |
$137K - $164K
|
65.5K
$8.06M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.45K+ 14.48% |
$136K - $162K
|
11.5K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
BUY
|
- |
1.41K+ 3.93% |
$132K - $157K
|
37.3K
$4.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 10.95% |
$130K - $155K
|
14K
$1.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.34K+ 57.09% |
$126K - $150K
|
3.7K
$455K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.29K+ 34.43% |
$121K - $144K
|
5.04K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.27K+ 10.08% |
$119K - $142K
|
13.9K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 0.79% |
$119K - $141K
|
162K
$19.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.26K+ 7.88% |
$118K - $141K
|
17.3K
$2.13M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.26K+ 6.17% |
$117K - $140K
|
21.6K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.18K+ 19.49% |
$111K - $132K
|
7.25K
$893K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.13K+ 5.61% |
$106K - $126K
|
21.2K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$104K - $123K
|
1.11K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 3.22% |
$104K - $123K
|
35.5K
$4.36M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 3.22% |
$104K - $123K
|
35.5K
$4.36M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 9.44% |
$103K - $122K
|
12.7K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 26.76% |
$102K - $122K
|
5.19K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.09KNew |
$102K - $122K
|
1.09K
$134K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.07K+ 6.54% |
$100K - $119K
|
17.4K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.07K+ 39.78% |
$99.7K - $119K
|
3.75K
$461K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.07KNew |
$99.7K - $119K
|
1.07K
$131K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.05K+ 6.33% |
$97.7K - $117K
|
17.6K
$2.16M
|