Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)

PSX Quotes by TradingView

This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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
Aug 11, 2023 Q2 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
118
+ 1.62%
$10.7K - $12.6K
7.4K $816K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
117
+ 3.09%
$10.6K - $12.5K
3.9K $430K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
117
+ 3.21%
$10.6K - $12.5K
3.77K $416K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
116
+ 1.14%
$10.5K - $12.3K
10.3K $1.13M
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
114
+ 1.21%
$10.4K - $12.1K
9.53K $1.05M
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
114
+ 1.09%
$10.4K - $12.1K
10.6K $1.17M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
109
+ 1.57%
$9.9K - $11.6K
7.05K $778K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
108
+ 0.31%
$9.81K - $11.5K
34.9K $3.86M
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
106
+ 1.83%
$9.63K - $11.3K
5.91K $653K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
105
+ 34.77%
$9.54K - $11.2K
407 $44.9K
Feb 06, 2024 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
104
+ 4.96%
$9.44K - $11.1K
2.2K $243K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
103
+ 1.43%
$9.35K - $11K
7.32K $808K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
101
+ 10.11%
$9.17K - $10.8K
1.1K $121K
Jul 27, 2023 Q2 2023
Chiron Capital Management, LLC

BUY
 -
100
+ 4.79%
$9.08K - $10.6K
2.19K $242K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
99
+ 12.56%
$8.99K - $10.5K
887 $97.9K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
97
+ 12.66%
$8.81K - $10.3K
863 $95.2K
Aug 03, 2023 Q2 2023
Jennison Associates LLC

BUY
 -
96
+ 3.66%
$8.72K - $10.2K
2.72K $300K
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
94
+ 2.97%
$8.54K - $10K
3.26K $359K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
94
+ 42.34%
$8.54K - $10K
316 $34.9K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
93
+ 3.0%
$8.45K - $9.9K
3.19K $353K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
91
+ 3.46%
$8.26K - $9.69K
2.72K $301K
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
91
+ 3.6%
$8.26K - $9.69K
2.62K $289K
Aug 11, 2023 Q2 2023
Prestige Wealth Management Group LLC

BUY
 -
87
+ 15.65%
$7.9K - $9.26K
643 $71K
Apr 26, 2024 Q2 2023
Prestige Wealth Management Group LLC

BUY
 -
87
+ 15.65%
$7.9K - $9.26K
643 $71K
Jul 21, 2023 Q2 2023
Pflug Koory, LLC

BUY
 -
85
+ 3.27%
$7.72K - $9.05K
2.69K $297K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
84
+ 14.0%
$7.63K - $8.94K
684 $75.5K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
82
+ 1.2%
$7.45K - $8.73K
6.91K $763K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
82
+ 3.66%
$7.45K - $8.73K
2.32K $256K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
82
+ 1.76%
$7.45K - $8.73K
4.73K $522K
May 23, 2024 Q2 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
81
+ 1.44%
$7.36K - $8.62K
5.71K $630K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
80
+ 9.94%
$7.26K - $8.52K
885 $97.7K
Aug 11, 2023 Q2 2023
Warwick Investment Management, Inc.

BUY
 -
79
+ 3.52%
$7.17K - $8.41K
2.32K $256K
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
73
+ 3.31%
$6.63K - $7.77K
2.28K $251K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
72
+ 1.65%
$6.54K - $7.67K
4.45K $491K
Aug 10, 2023 Q2 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
71
+ 2.1%
$6.45K - $7.56K
3.45K $380K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
69
+ 3.83%
$6.27K - $7.35K
1.87K $206K
Jul 28, 2023 Q2 2023
Kanawha Capital Management LLC

BUY
 -
68
+ 2.21%
$6.18K - $7.24K
3.14K $347K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
68
+ 15.14%
$6.18K - $7.24K
517 $57.1K
Aug 07, 2023 Q2 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
68
+ 2.14%
$6.18K - $7.24K
3.24K $358K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
65
+ 6500.0%
$5.9K - $6.92K
66 $7.28K
Aug 15, 2023 Q2 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
64
+ 0.12%
$5.81K - $6.81K
53.7K $5.92M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
63
+ 1.07%
$5.72K - $6.71K
5.97K $658K
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
63
+ 2.27%
$5.72K - $6.71K
2.84K $313K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
62
New
$5.63K - $6.6K
62 $6.84K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
57
+ 0.79%
$5.18K - $6.07K
7.27K $803K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
57
+ 55.34%
$5.18K - $6.07K
160 $17.7K
Jul 31, 2023 Q2 2023
Tower View Investment Management & Research LLC

BUY
 -
56
+ 12.07%
$5.09K - $5.96K
520 $57.4K
Jul 17, 2023 Q2 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
54
+ 2.4%
$4.9K - $5.75K
2.31K $255K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
54
+ 2.58%
$4.9K - $5.75K
2.15K $237K

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