Purchases and Sales Made in Q1 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
39+ 1.04% |
$3.65K - $4.35K
|
3.81K
$476K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38+ 1.84% |
$3.55K - $4.24K
|
2.1K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
38+ 3.8% |
$3.55K - $4.24K
|
1.04K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
37+ 1.0% |
$3.46K - $4.13K
|
3.73K
$466K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
36+ 0.78% |
$3.37K - $4.01K
|
4.65K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34+ 1.39% |
$3.18K - $3.79K
|
2.49K
$311K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 6.28% |
$3.18K - $3.79K
|
575
$71.9K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 31.78% |
$3.18K - $3.79K
|
141
$17.6K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
33+ 0.93% |
$3.09K - $3.68K
|
3.58K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
33+ 0.31% |
$3.09K - $3.68K
|
10.8K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.5K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28New |
$2.62K - $3.12K
|
28
$3.5K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
27+ 0.99% |
$2.53K - $3.01K
|
2.75K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 1.84% |
$2.53K - $3.01K
|
1.49K
$187K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
26+ 1.01% |
$2.43K - $2.9K
|
2.6K
$325K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 33.77% |
$2.43K - $2.9K
|
103
$12.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25+ 0.58% |
$2.34K - $2.79K
|
4.36K
$545K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 12.5% |
$2.34K - $2.79K
|
225
$28.1K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
25New |
$2.34K - $2.79K
|
25
$3.12K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
24+ 0.21% |
$2.24K - $2.68K
|
11.5K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
22+ 0.64% |
$2.06K - $2.45K
|
3.47K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
22+ 1.09% |
$2.06K - $2.45K
|
2.04K
$254K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
22+ 0.87% |
$2.06K - $2.45K
|
2.54K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 0.26% |
$1.87K - $2.23K
|
7.58K
$948K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20+ 0.74% |
$1.87K - $2.23K
|
2.74K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20+ 0.23% |
$1.87K - $2.23K
|
8.71K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
20+ 0.82% |
$1.87K - $2.23K
|
2.46K
$308K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
19New |
$1.78K - $2.12K
|
19
$2.37K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
19+ 35.19% |
$1.78K - $2.12K
|
73
$9.12K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
19+ 0.32% |
$1.78K - $2.12K
|
5.98K
$747K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.07% |
$1.78K - $2.12K
|
29.2K
$3.64M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1900.0% |
$1.78K - $2.12K
|
20
$2.5K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
19+ 0.72% |
$1.78K - $2.12K
|
2.67K
$333K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
18+ 0.73% |
$1.68K - $2.01K
|
2.5K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
18+ 0.01% |
$1.68K - $2.01K
|
124K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
18+ 0.74% |
$1.68K - $2.01K
|
2.45K
$306K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.14% |
$1.68K - $2.01K
|
12.7K
$1.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
17+ 0.28% |
$1.59K - $1.9K
|
6.12K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
17+ 0.18% |
$1.59K - $1.9K
|
9.24K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.14% |
$1.5K - $1.78K
|
11.1K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
16+ 0.11% |
$1.5K - $1.78K
|
14.9K
$1.87M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.18% |
$1.5K - $1.78K
|
8.73K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
16+ 0.67% |
$1.5K - $1.78K
|
2.4K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
16+ 15.84% |
$1.5K - $1.78K
|
117
$14.6K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.45% |
$1.4K - $1.67K
|
3.34K
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
15+ 0.4% |
$1.4K - $1.67K
|
3.74K
$467K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.2% |
$1.4K - $1.67K
|
7.51K
$939K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
14+ 0.24% |
$1.31K - $1.56K
|
5.73K
$716K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
14+ 0.32% |
$1.31K - $1.56K
|
4.43K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
14+ 0.26% |
$1.31K - $1.56K
|
5.5K
$688K
|