Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.65% |
$4.81K - $5.64K
|
3.27K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
53+ 1.99% |
$4.81K - $5.64K
|
2.72K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
52+ 47.27% |
$4.72K - $5.54K
|
162
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
52+ 1.67% |
$4.72K - $5.54K
|
3.17K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 1.96% |
$4.54K - $5.32K
|
2.6K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
50+ 0.55% |
$4.54K - $5.32K
|
9.15K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
50+ 0.87% |
$4.54K - $5.32K
|
5.82K
$651K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
50+ 0.72% |
$4.54K - $5.32K
|
6.95K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 9.43% |
$4.54K - $5.32K
|
580
$65K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
50+ 2.15% |
$4.54K - $5.32K
|
2.37K
$266K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50+ 0.5% |
$4.54K - $5.32K
|
9.99K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
49+ 0.13% |
$4.45K - $5.22K
|
36.9K
$4.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 2.28% |
$4.27K - $5K
|
2.11K
$236K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
47+ 6.33% |
$4.27K - $5K
|
789
$88.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.1% |
$4.27K - $5K
|
4.31K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
47+ 1.12% |
$4.27K - $5K
|
4.26K
$477K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 0.15% |
$4.27K - $5K
|
32.1K
$3.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 2.66% |
$4.09K - $4.79K
|
1.73K
$194K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
44+ 0.59% |
$4K - $4.68K
|
7.55K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
44+ 0.18% |
$4K - $4.68K
|
24.2K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
43+ 6.33% |
$3.9K - $4.58K
|
722
$80.9K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
42+ 13.86% |
$3.81K - $4.47K
|
345
$38.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
41+ 0.94% |
$3.72K - $4.36K
|
4.41K
$494K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 1.39% |
$3.72K - $4.36K
|
2.98K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
41+ 0.01% |
$3.72K - $4.36K
|
387K
$43.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40New |
$3.63K - $4.26K
|
40
$4.48K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
39+ 0.12% |
$3.54K - $4.15K
|
32K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 6.78% |
$3.54K - $4.15K
|
614
$68.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38+ 0.78% |
$3.45K - $4.05K
|
4.93K
$552K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
37+ 1.7% |
$3.36K - $3.94K
|
2.21K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
36+ 0.13% |
$3.27K - $3.83K
|
27.4K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 0.79% |
$3.27K - $3.83K
|
4.59K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34+ 0.8% |
$3.09K - $3.62K
|
4.29K
$480K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
32+ 0.74% |
$2.91K - $3.41K
|
4.37K
$489K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
32+ 6.68% |
$2.91K - $3.41K
|
511
$57.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
31+ 1.13% |
$2.82K - $3.3K
|
2.78K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 1.51% |
$2.72K - $3.19K
|
2.01K
$226K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 21.28% |
$2.72K - $3.19K
|
171
$19.2K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
29+ 3.62% |
$2.63K - $3.09K
|
831
$93.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29+ 0.94% |
$2.63K - $3.09K
|
3.11K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
29+ 0.13% |
$2.63K - $3.09K
|
22.1K
$2.48M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$2.54K - $2.98K
|
28
$3.14K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
27New |
$2.45K - $2.87K
|
27
$3.02K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
27+ 41.54% |
$2.45K - $2.87K
|
92
$10.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
22+ 0.54% |
$2K - $2.34K
|
4.1K
$459K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22+ 0.76% |
$2K - $2.34K
|
2.91K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
21+ 0.61% |
$1.91K - $2.24K
|
3.46K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19+ 0.51% |
$1.73K - $2.02K
|
3.73K
$418K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
19+ 6.38% |
$1.73K - $2.02K
|
317
$35.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18+ 0.89% |
$1.63K - $1.92K
|
2.05K
$229K
|