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
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 1.87% |
$1.18K - $1.38K
|
682
$78.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 0.57% |
$1.18K - $1.38K
|
2.25K
$260K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.06% |
$1.27K - $1.49K
|
24K
$2.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.85% |
$1.36K - $1.6K
|
1.74K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16- 0.04% |
$1.45K - $1.7K
|
42.5K
$4.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-17- 0.03% |
$1.54K - $1.81K
|
53.2K
$6.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-17- 0.18% |
$1.54K - $1.81K
|
9.22K
$1.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17- 0.22% |
$1.54K - $1.81K
|
7.82K
$901K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-17- 0.68% |
$1.54K - $1.81K
|
2.5K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-17- 0.16% |
$1.54K - $1.81K
|
10.8K
$1.24M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18- 0.71% |
$1.63K - $1.92K
|
2.51K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.3% |
$1.82K - $2.13K
|
6.68K
$770K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.32% |
$1.82K - $2.13K
|
6.17K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 1.35% |
$1.82K - $2.13K
|
1.46K
$168K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-22- 0.31% |
$2K - $2.34K
|
7.01K
$808K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-23- 0.03% |
$2.09K - $2.45K
|
68K
$7.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-23- 1.0% |
$2.09K - $2.45K
|
2.27K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 3.28% |
$2.09K - $2.45K
|
679
$78.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 0.72% |
$2.18K - $2.56K
|
3.32K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-25- 0.14% |
$2.27K - $2.66K
|
18K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-25- 0.64% |
$2.27K - $2.66K
|
3.87K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-25- 0.12% |
$2.27K - $2.66K
|
20.6K
$2.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-25- 11.11% |
$2.27K - $2.66K
|
200
$23K
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-25- 0.74% |
$2.27K - $2.66K
|
3.33K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-25- 1.16% |
$2.27K - $2.66K
|
2.12K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-27- 0.53% |
$2.45K - $2.87K
|
5.04K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-28- 0.65% |
$2.54K - $2.98K
|
4.27K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-28- 10.98% |
$2.54K - $2.98K
|
227
$26.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-29- 9.09% |
$2.63K - $3.09K
|
290
$33.4K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 2.76% |
$2.63K - $3.09K
|
1.02K
$118K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 19.87% |
$2.72K - $3.19K
|
121
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-30- 0.44% |
$2.72K - $3.19K
|
6.74K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.41% |
$2.82K - $3.3K
|
7.45K
$858K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-32- 0.91% |
$2.91K - $3.41K
|
3.48K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 0.2% |
$3K - $3.51K
|
16.6K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.1% |
$3.09K - $3.62K
|
34.6K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.64% |
$3.27K - $3.83K
|
5.55K
$639K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-37- 0.32% |
$3.36K - $3.94K
|
11.7K
$1.34M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 1.26% |
$3.54K - $4.15K
|
3.05K
$351K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-40- 0.68% |
$3.63K - $4.26K
|
5.84K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 0.88% |
$3.63K - $4.26K
|
4.52K
$521K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41- 0.15% |
$3.72K - $4.36K
|
28.2K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-43- 3.17% |
$3.9K - $4.58K
|
1.31K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-44- 1.8% |
$4K - $4.68K
|
2.41K
$277K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-44- 0.39% |
$4K - $4.68K
|
11.3K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-44- 1.28% |
$4K - $4.68K
|
3.4K
$392K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 1.44% |
$4.09K - $4.79K
|
3.09K
$355K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 8.11% |
$4.09K - $4.79K
|
510
$58.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-47- 0.11% |
$4.27K - $5K
|
43.8K
$5.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-48- 5.33% |
$4.36K - $5.11K
|
853
$98.3K
|