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 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
18+ 0.3% |
$1.63K - $1.92K
|
5.98K
$670K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18+ 0.08% |
$1.63K - $1.92K
|
22.7K
$2.55M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18+ 0.08% |
$1.63K - $1.92K
|
22.7K
$2.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
16+ 0.43% |
$1.45K - $1.7K
|
3.76K
$421K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
15+ 0.62% |
$1.36K - $1.6K
|
2.42K
$271K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
14+ 0.02% |
$1.27K - $1.49K
|
65.5K
$7.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.4% |
$1.27K - $1.49K
|
3.52K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.23% |
$1.27K - $1.49K
|
6.13K
$686K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
12+ 0.44% |
$1.09K - $1.28K
|
2.72K
$305K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 17.39% |
$1.09K - $1.28K
|
81
$9.07K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 1.63% |
$1.09K - $1.28K
|
746
$83.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
12+ 0.15% |
$1.09K - $1.28K
|
8.17K
$915K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
11+ 0.18% |
$999 - $1.17K
|
6.12K
$685K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11+ 0.24% |
$999 - $1.17K
|
4.55K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 10.19% |
$999 - $1.17K
|
119
$13.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.4% |
$999 - $1.17K
|
2.78K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.44% |
$908 - $1.06K
|
2.3K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.14% |
$908 - $1.06K
|
7.14K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.72% |
$908 - $1.06K
|
1.4K
$157K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$908 - $1.06K
|
10
$1.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.24% |
$817 - $958
|
3.68K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9+ 0.19% |
$817 - $958
|
4.67K
$523K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 15.52% |
$817 - $958
|
67
$7.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 1.13% |
$726 - $852
|
716
$80.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
8+ 0.01% |
$726 - $852
|
89.7K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
8+ 0.38% |
$726 - $852
|
2.14K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.1% |
$726 - $852
|
736
$82.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.08% |
$726 - $852
|
9.79K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
8+ 0.09% |
$726 - $852
|
8.84K
$990K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.49% |
$636 - $745
|
1.42K
$159K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 3.26% |
$636 - $745
|
222
$24.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 18.92% |
$636 - $745
|
44
$4.93K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$636 - $745
|
18.8K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.21% |
$636 - $745
|
3.29K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.17% |
$545 - $639
|
3.64K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
6+ 0.18% |
$545 - $639
|
3.28K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6+ 0.08% |
$545 - $639
|
7.64K
$855K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 2.68% |
$545 - $639
|
230
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.89% |
$545 - $639
|
683
$76.5K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$454 - $532
|
5.24K
$587K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.3% |
$363 - $426
|
1.34K
$151K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.37% |
$363 - $426
|
1.07K
$120K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.09% |
$363 - $426
|
4.28K
$479K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$363 - $426
|
3.27K
$366K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.3% |
$363 - $426
|
1.34K
$151K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
3+ 0.03% |
$272 - $319
|
8.71K
$975K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.96% |
$272 - $319
|
314
$35.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.05% |
$272 - $319
|
6.08K
$681K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.48% |
$182 - $213
|
415
$46.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.04% |
$182 - $213
|
5.1K
$571K
|