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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-99- 2.68% |
$8.99K - $10.5K
|
3.6K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-99- 2.5% |
$8.99K - $10.5K
|
3.87K
$442K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 3.64% |
$9.08K - $10.6K
|
2.64K
$303K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-100- 3.23% |
$9.08K - $10.6K
|
3K
$343K
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.22% |
$9.08K - $10.6K
|
4.4K
$503K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 1.44% |
$9.08K - $10.6K
|
6.83K
$781K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 0.34% |
$9.08K - $10.6K
|
29K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 2.49% |
$9.08K - $10.6K
|
3.92K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 1.65% |
$9.08K - $10.6K
|
5.97K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 2.69% |
$9.35K - $11K
|
3.73K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-103- 1.2% |
$9.35K - $11K
|
8.46K
$968K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-105- 2.66% |
$9.54K - $11.2K
|
3.84K
$440K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-106- 2.56% |
$9.63K - $11.3K
|
4.04K
$462K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-108- 2.69% |
$9.81K - $11.5K
|
3.91K
$448K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-109- 0.66% |
$9.9K - $11.6K
|
16.5K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-109- 18.57% |
$9.9K - $11.6K
|
478
$54.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-116- 0.33% |
$10.5K - $12.3K
|
35.3K
$4.04M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-124- 0.51% |
$11.3K - $13.2K
|
24.4K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-124- 0.13% |
$11.3K - $13.2K
|
92.7K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-125- 0.97% |
$11.4K - $13.3K
|
12.7K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-125- 0.81% |
$11.4K - $13.3K
|
15.3K
$1.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-128- 0.67% |
$11.6K - $13.6K
|
19K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-129- 1.4% |
$11.7K - $13.7K
|
9.08K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-129- 20.54% |
$11.7K - $13.7K
|
499
$57.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-131- 2.49% |
$11.9K - $13.9K
|
5.13K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-133- 1.02% |
$12.1K - $14.2K
|
12.9K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 0.57% |
$12.2K - $14.3K
|
23.2K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-135- 1.26% |
$12.3K - $14.4K
|
10.6K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-135- 1.62% |
$12.3K - $14.4K
|
8.2K
$938K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-138- 4.67% |
$12.5K - $14.7K
|
2.82K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-139- 2.34% |
$12.6K - $14.8K
|
5.8K
$663K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-140- 1.51% |
$12.7K - $14.9K
|
9.12K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-143- 4.4% |
$13K - $15.2K
|
3.11K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-144- 2.98% |
$13.1K - $15.3K
|
4.69K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-144- 10.34% |
$13.1K - $15.3K
|
1.25K
$143K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-144- 2.98% |
$13.1K - $15.3K
|
4.69K
$537K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-148- 1.23% |
$13.4K - $15.8K
|
11.9K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-149- 3.48% |
$13.5K - $15.9K
|
4.13K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-150- 0.99% |
$13.6K - $16K
|
15K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 1.32% |
$13.6K - $16K
|
11.2K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-150- 0.85% |
$13.6K - $16K
|
17.5K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-157- 0.47% |
$14.3K - $16.7K
|
33K
$3.77M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-160- 2.47% |
$14.5K - $17K
|
6.33K
$724K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-161- 6.68% |
$14.6K - $17.1K
|
2.25K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-165- 1.53% |
$15K - $17.6K
|
10.6K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-170- 4.1% |
$15.4K - $18.1K
|
3.98K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-174- 1.19% |
$15.8K - $18.5K
|
14.5K
$1.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-175- 3.05% |
$15.9K - $18.6K
|
5.57K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-175- 6.28% |
$15.9K - $18.6K
|
2.61K
$299K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-177- 2.78% |
$16.1K - $18.8K
|
6.19K
$708K
|