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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
592+ 3.75% |
$55.4K - $66K
|
16.4K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
591+ 8.24% |
$55.3K - $65.9K
|
7.77K
$956K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
588+ 3.65% |
$55K - $65.6K
|
16.7K
$2.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
581+ 20.26% |
$54.3K - $64.8K
|
3.45K
$425K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
580+ 2.4% |
$54.3K - $64.7K
|
24.7K
$3.04M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
578+ 0.86% |
$54.1K - $64.4K
|
67.5K
$8.31M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
574New |
$53.7K - $64K
|
574
$70.6K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
573New |
$53.6K - $63.9K
|
573
$70.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
570+ 0.48% |
$53.3K - $63.5K
|
119K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
548+ 33.41% |
$51.3K - $61.1K
|
2.19K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
530+ 19.18% |
$49.6K - $59.1K
|
3.29K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
524+ 22.38% |
$49K - $58.4K
|
2.87K
$353K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
514+ 3.14% |
$48.1K - $57.3K
|
16.9K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
504+ 18.79% |
$47.1K - $56.2K
|
3.19K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
503+ 89.18% |
$47.1K - $56.1K
|
1.07K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
503+ 1.35% |
$47.1K - $56.1K
|
37.7K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
500+ 3.63% |
$46.8K - $55.7K
|
14.3K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
496+ 2.28% |
$46.4K - $55.3K
|
22.2K
$2.73M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
488+ 8.91% |
$45.6K - $54.4K
|
5.97K
$734K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
481+ 0.37% |
$45K - $53.6K
|
132K
$16.2M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
481+ 0.37% |
$45K - $53.6K
|
132K
$16.2M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
473+ 21.27% |
$44.2K - $52.7K
|
2.7K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
466+ 5.22% |
$43.6K - $52K
|
9.39K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
462New |
$43.2K - $51.5K
|
462
$56.9K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
451+ 5.21% |
$42.2K - $50.3K
|
9.11K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
450+ 23.2% |
$42.1K - $50.2K
|
2.39K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
449+ 20.19% |
$42K - $50.1K
|
2.67K
$329K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
448+ 0.22% |
$41.9K - $49.9K
|
207K
$25.5M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
447+ 8.59% |
$41.8K - $49.8K
|
5.65K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
443+ 6.94% |
$41.4K - $49.4K
|
6.82K
$840K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
440+ 10.07% |
$41.2K - $49.1K
|
4.81K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
439+ 1.05% |
$41.1K - $48.9K
|
42.3K
$5.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
438+ 22.37% |
$41K - $48.8K
|
2.4K
$295K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
437+ 8.94% |
$40.9K - $48.7K
|
5.32K
$655K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
436+ 2.8% |
$40.8K - $48.6K
|
16K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
420+ 2.53% |
$39.3K - $46.8K
|
17K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
420+ 7.85% |
$39.3K - $46.8K
|
5.77K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
415+ 7.92% |
$38.8K - $46.3K
|
5.65K
$696K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
408+ 10.16% |
$38.2K - $45.5K
|
4.42K
$545K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
406+ 4.67% |
$38K - $45.3K
|
9.1K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
404+ 7.33% |
$37.8K - $45K
|
5.91K
$728K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
403+ 2.09% |
$37.7K - $44.9K
|
19.7K
$2.42M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400+ 13.28% |
$37.4K - $44.6K
|
3.41K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
393+ 10.05% |
$36.8K - $43.8K
|
4.3K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
393+ 7.33% |
$36.8K - $43.8K
|
5.76K
$708K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
378+ 1.06% |
$35.4K - $42.1K
|
36.2K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
376+ 10.93% |
$35.2K - $41.9K
|
3.82K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
372+ 1.33% |
$34.8K - $41.5K
|
28.4K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
371+ 11.32% |
$34.7K - $41.4K
|
3.65K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
353+ 7.87% |
$33K - $39.4K
|
4.84K
$595K
|