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 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 54.98% |
$110K - $129K
|
3.41K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
1.2K+ 6.87% |
$109K - $128K
|
18.7K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 0.74% |
$109K - $128K
|
163K
$18M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.17K+ 25.97% |
$106K - $124K
|
5.67K
$626K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.16K+ 7.06% |
$105K - $123K
|
17.5K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.15K+ 12.64% |
$105K - $123K
|
10.3K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.12K+ 25.03% |
$102K - $119K
|
5.59K
$617K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.09K+ 18.1% |
$98.8K - $116K
|
7.1K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Towle & CO
Denver, CO |
BUY
|
- |
1.07K+ 10.48% |
$97.2K - $114K
|
11.3K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.06K+ 11.24% |
$96.6K - $113K
|
10.5K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.06K+ 1.01% |
$95.8K - $112K
|
105K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.05K+ 21.28% |
$95.5K - $112K
|
6K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.05K+ 32.76% |
$94.9K - $111K
|
4.24K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.04K+ 25.29% |
$94.6K - $111K
|
5.16K
$570K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.04K+ 1.42% |
$94.4K - $111K
|
74.2K
$8.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.04K+ 11.39% |
$94.3K - $111K
|
10.2K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.03K+ 1.3% |
$93.4K - $109K
|
80K
$8.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.01K+ 1.48% |
$92.1K - $108K
|
69.3K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$90.9K - $107K
|
1K
$110K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
986+ 5.94% |
$89.5K - $105K
|
17.6K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
983+ 25.35% |
$89.3K - $105K
|
4.86K
$537K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
982+ 32.17% |
$89.2K - $105K
|
4.04K
$445K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
982+ 32.17% |
$89.2K - $105K
|
4.04K
$445K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
956+ 7.62% |
$86.8K - $102K
|
13.5K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
955+ 6.87% |
$86.7K - $102K
|
14.9K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
953+ 1.01% |
$86.5K - $101K
|
94.9K
$10.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
930New |
$84.5K - $99K
|
930
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
912+ 139.88% |
$82.8K - $97.1K
|
1.56K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
906+ 4.58% |
$82.3K - $96.5K
|
20.7K
$2.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
900+ 15.85% |
$81.7K - $95.8K
|
6.58K
$726K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
900New |
$81.7K - $95.8K
|
900
$99.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
900+ 2.81% |
$81.7K - $95.8K
|
33K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
877+ 236.39% |
$79.6K - $93.4K
|
1.25K
$138K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
875+ 0.51% |
$79.5K - $93.2K
|
171K
$18.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
854+ 17.36% |
$77.6K - $90.9K
|
5.77K
$637K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
842+ 5.86% |
$76.5K - $89.6K
|
15.2K
$1.68M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
839+ 4.18% |
$76.2K - $89.3K
|
20.9K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
836+ 31.94% |
$75.9K - $89K
|
3.45K
$381K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
832+ 6.17% |
$75.6K - $88.6K
|
14.3K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
814+ 22.72% |
$73.9K - $86.7K
|
4.4K
$485K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 3.67% |
$72.6K - $85.2K
|
22.6K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
773+ 1.27% |
$70.2K - $82.3K
|
61.8K
$6.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
761+ 2.04% |
$69.1K - $81K
|
38.1K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
761+ 1.24% |
$69.1K - $81K
|
62.3K
$6.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
739+ 2.56% |
$67.1K - $78.7K
|
29.6K
$3.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
728New |
$66.1K - $77.5K
|
728
$80.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
728+ 6.59% |
$66.1K - $77.5K
|
11.8K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
726+ 5.72% |
$65.9K - $77.3K
|
13.4K
$1.48M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
726+ 5.72% |
$65.9K - $77.3K
|
13.4K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
705New |
$64K - $75.1K
|
705
$77.8K
|